Money Purchase · DOL Form 5500 · 2024
Edward a Chapin Dds Money Purchase Plan Money Purchase Plan
Data updated 2026-08-11
- $2M
- Total assets
- 5
- Participants
- 29th
- Percentile by assets
- $400,283
- Avg per participant
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.
- 29th percentile by assets (of 123,622 plans)
- #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.
- $2M
- total plan assets (2024 EOY)
- 5
- covered participants
- 29th
- percentile by assets (of 123,622 plans)
- $400,283
- avg assets per participant
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.
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.
Money Purchase filing for Edward a Chapin Dds Money Purchase Plan
Money Purchase filing for plan year 2024: EIN 770079877 ; effective since 1982-12-15 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$14K |
| Employer EIN | 770079877 |
| Plan Effective Date | 1982-12-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Edward a Chapin Dds Money Purchase Plan)
| 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
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
- Carpenters Annuity Trust Fund for Northern California $3.5B · 24,741
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Edward a Chapin Dds Money Purchase Plan by total assets, not by location.
Frequently Asked Questions
How did Edward a Chapin Dds Money Purchase Plan assets move in 2024? ▼
How have Edward a Chapin Dds Money Purchase Plan plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Edward a Chapin Dds Money Purchase Plan? ▼
Next read for Edward a Chapin Dds Money Purchase Plan
Filing takeaways
Ways to act on Edward a Chapin Dds Money Purchase Plan's numbers.
- By total assets, Edward a Chapin Dds Money Purchase Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Edward a Chapin Dds Money Purchase Plan's sponsor-wide assets have grown 7.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans