Money Purchase · DOL Form 5500 · 2024

Edward a Chapin Dds Money Purchase Plan Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
29th
Percentile by assets National rank
$400,283
Avg per participant High balance/head
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Official DOL plan name: Edward a Chapin Dds Money Purchase Plan · Sponsored by Edward a Chapin Dds Money Purchase Plan · California · Healthcare & Social Assistance

$2M in assets, 5 participants

Edward a Chapin Dds Money Purchase Plan's Edward a Chapin Dds Money Purchase Plan reported $2M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 29th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,669 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Edward a Chapin Dds Money Purchase Plan holds $2M for 5 participants - about $400,283 per participant, in the lower half of filed plans by assets.

#4,669
in Healthcare & Social Assistance (16,916 peers)
-5.5%
assets change YoY

The plan reported a net loss of $14K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Edward a Chapin Dds Money Purchase Plan among the smaller filed plans by assets

Edward a Chapin Dds Money Purchase Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,001,414 29th percentile higher than 29% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Edward a Chapin Dds Money Purchase Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edward a Chapin Dds Money Purchase Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Edward a Chapin Dds Money Purchase Plan reported net income fell from $253K in the plan year 2023 filing to -$14K in the plan year 2024 filing.
  • Edward a Chapin Dds Money Purchase Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 770079877 · Edward a Chapin Dds Money Purchase Plan PY 2024 · Money Purchase

Edward a Chapin Dds Money Purchase Plan · $2M · 5 · 29th

  • PHOTO $2M
  • PHOTO 5
  • PHOTO 29th
  • PHOTO Money Purchase
  • PHOTO near La Mesa Farms Money Purchase Pension Plan and Trus
  • PHOTO ind #4669

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in California →

Edward a Chapin Dds Money Purchase Plan in the asset neighbourhood

Edward a Chapin Dds Money Purchase PlanEdward a Chapin Dds Money Pu…$2MLa Mesa Farms Money Purchase Pension Plan and TrusLa Mesa Farms Money Purchase…$2MData Management Consultants Retirement FundData Management Consultants …$2MCaribbean Retailers Inc Employee Retirement PlanCaribbean Retailers Inc Empl…$2MTami Meyerson Money Purchase PlanTami Meyerson Money Purchase…$2M
End-of-year total assets ($M) among Edward a Chapin Dds Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$14K
Employer EIN770079877
Plan Effective Date1982-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Edward a Chapin Dds Money Purchase Plan)

Sponsor-wide plan assets over time

All Edward a Chapin Dds Money Purchase Plan plans reported in each filing year

Latest sponsor-wide plan assets
$4M 7.81291406975237% vs 2022
2024 filing year
$3.7M$3.8M$3.9M$4M$4.1M$4.2M 202220232024 $3.81M $4.11M ▲ +7.9%
Year Plans Participants Total Assets
2022 2 10 $4M
2023 2 10 $4M
2024 2 10 $4M

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Edward a Chapin Dds Money Purchase Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Edward a Chapin Dds Money Purchase Plan, Total assets ($B): 0.002001414 · Participants: 5Edward a Chapin Dds Money Purchase PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 7.903445624 · Participants: 18550The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.667619665 · Participants: 37013Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 5.016619293 · Participants: 19806University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.48261473 · Participants: 24741Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America - Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.321194427 · Participants: 23032Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan
Edward a Chapin Dds Money Purchase Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Edward a Chapin Dds Money Purchase Plan side-by-side with 3 peers →

Edward a Chapin Dds Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is La Mesa Farms Money Purchase Pension Plan and Trus in NM ($2M); by covered participants it is Aguadilla Eye Md Psc Retirement Plan in PR (5 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Edward a Chapin Dds Money Purchase Plan assets move in 2024? ▼
Edward a Chapin Dds Money Purchase Plan pulled back noticeably - down 5.5% during 2024, from $2M to $2M. Reported net income was -$14K.
How have Edward a Chapin Dds Money Purchase Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edward a Chapin Dds Money Purchase Plan's sponsor-wide assets grew 7.8%, from $4M to $4M.
Which Money Purchase plans are similar in size to Edward a Chapin Dds Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is La Mesa Farms Money Purchase Pension Plan and Trus in NM ($2M, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Edward a Chapin Dds Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Aguadilla Eye Md Psc Retirement Plan in PR (5 participants, $824K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 770079877.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.