Money Purchase · DOL Form 5500 · 2024
Robert N. Valentine, Inc. Money Purchase Plan
Data updated 2026-08-11
- $2M
- Total assets
- 3
- Participants
- 28th
- Percentile by assets
- $602,930
- Avg per participant
Official DOL plan name: Robert N. Valentine, Inc. Money Purchase Pension Plan · Sponsored by Robert N. Valentine, Inc. · California · Professional & Technical Services
$2M in assets, 3 participants
Robert N. Valentine, Inc.'s Robert N. Valentine, Inc. Money Purchase Pension Plan reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.
- 28th percentile by assets (of 123,622 plans)
- #4,829 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
Robert N. Valentine, Inc. Money Purchase Pension Plan holds $2M for 3 participants - about $602,930 per participant, in the lower half of filed plans by assets.
- $2M
- total plan assets (2024 EOY)
- 3
- covered participants
- 28th
- percentile by assets (of 123,622 plans)
- $602,930
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Robert N. Valentine, Inc. Money Purchase Pension Plan reported net income rose from $57K in the plan year 2023 filing to $61K in the plan year 2024 filing.
- Robert N. Valentine, Inc. Money Purchase Pension Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Money Purchase filing for Robert N. Valentine, Inc. Money Purchase Pension Plan
Money Purchase filing for plan year 2024: EIN 680088760 ; effective since 1986-02-11 ; 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 | $61K |
| Employer EIN | 680088760 |
| Plan Effective Date | 1986-02-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robert N. Valentine, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 3 | $2M |
| 2024 | 1 | 3 | $2M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Robert N. Valentine, Inc. Money Purchase Pension 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 Robert N. Valentine, Inc. Money Purchase Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Robert N. Valentine, Inc. Money Purchase Pension Plan assets move in 2024? ▼
How have Robert N. Valentine, Inc. plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Robert N. Valentine, Inc. Money Purchase Pension Plan? ▼
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Filing takeaways
Ways to act on Robert N. Valentine, Inc. Money Purchase Pension Plan's numbers.
- By total assets, Robert N. Valentine, Inc. Money Purchase Pension 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
- Robert N. Valentine, Inc.'s sponsor-wide assets have grown 6.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans