Money Purchase · DOL Form 5500 · 2024

SOURCEWISE Money Purchase Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
76
Participants Small participant base
37th
Percentile by assets National rank
$47,645
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sourcewise Money Purchase Pension Plan · Sponsored by SOURCEWISE · California · Other Services

$4M in assets, 76 participants

SOURCEWISE's Sourcewise Money Purchase Pension Plan reported $4M in total assets and 76 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #4,646 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Sourcewise Money Purchase Pension Plan ranks #4,646 of 7,719 2024 filers by assets (554% of the sector average)-$4M for 76 participants.

#4,646
in Other Services (7,719 peers)
+18.1%
assets growth YoY

Sourcewise Money Purchase Pension Plan's mid-pack asset rank among Other Services and all filers

Sourcewise Money Purchase Pension Plan vs every filed plan by assets

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

$3,621,034 37th percentile higher than 37% 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

Sourcewise Money Purchase Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sourcewise Money Purchase Pension Plan is a small filing (76 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sourcewise Money Purchase Pension Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Sourcewise Money Purchase Pension Plan reported participants rose from 66 in the plan year 2023 filing to 76 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 942256503 · SOURCEWISE PY 2024 · Money Purchase

Sourcewise Money Purchase Pension Plan · $4M · 76 · 37th

  • ASSETS $4M
  • PCT 76
  • EIN 37th
  • RANK Money Purchase
  • PHOTO near Gustavo Antonio Hernandez Maldonado Retirement Plan
  • IND ind #4646

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 Other Services retirement plans → · Plans in California →

Sourcewise Money Purchase Pension Plan in the asset neighbourhood

Optimized Process Furnaces, Inc. - Profit Sharing PlanOptimized Process Furnaces, …$4MPennsylvania College of Art and Design Pension PlaPennsylvania College of Art …$4MSourcewise Money Purchase Pension PlanSourcewise Money Purchase Pe…$4MGustavo Antonio Hernandez Maldonado Retirement PlanGustavo Antonio Hernandez Ma…$4MGeorgiou Consulting, Inc. Money Purchase PlanGeorgiou Consulting, Inc. Mo…$4M
End-of-year total assets ($M) among Sourcewise Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$555K
Employer EIN942256503
Plan Effective Date1998-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (SOURCEWISE)

Sponsor-wide plan assets over time

All SOURCEWISE plans reported in each filing year

Latest sponsor-wide plan assets
$4M 44.33140826830642% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.51M $3.62M ▲ +44.2%
Year Plans Participants Total Assets
2022 1 54 $3M
2023 1 66 $3M
2024 1 76 $4M

Nearby Money Purchase Plans in California

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

Sourcewise Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Sourcewise Money Purchase Pension Plan, Total assets ($B): 0.003621034 · Participants: 76Sourcewise Money Purchase Pension 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
Sourcewise Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Sourcewise Money Purchase Pension Plan side-by-side with 3 peers →

Sourcewise Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Gustavo Antonio Hernandez Maldonado Retirement Plan in PR ($4M); by covered participants it is Resources for the Future, Inc. 401(a) Retirement in DC (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 participants); asset peers above are excluded.

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 Sourcewise Money Purchase Pension Plan assets move in 2024? ▼
Sourcewise Money Purchase Pension Plan grew sharply - up 18.1% during 2024, from $3M to $4M. Reported net income was $555K.
How have SOURCEWISE plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), SOURCEWISE's sponsor-wide assets grew 44.3%, from $3M to $4M.
Which Money Purchase plans are similar in size to Sourcewise Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Gustavo Antonio Hernandez Maldonado Retirement Plan in PR ($4M, 6 participants).
Which Money Purchase plans cover a similar participant headcount to Sourcewise Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Resources for the Future, Inc. 401(a) Retirement in DC (76 participants, $40M 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 942256503.

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.