Money Purchase · DOL Form 5500 · 2024
SOURCEWISE Money Purchase Plan
Data updated 2026-08-11
- $4M
- Total assets
- 76
- Participants
- 37th
- Percentile by assets
- $47,645
- Avg per participant
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.
- 37th percentile by assets (of 123,622 plans)
- #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.
- $4M
- total plan assets (2024 EOY)
- 76
- covered participants
- 37th
- percentile by assets (of 123,622 plans)
- $47,645
- avg assets per participant
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.
Rank #4,646 in Other Services
Among 7,719 Other Services plans that filed a Form 5500 for plan year 2024, Sourcewise Money Purchase Pension Plan ranks #4,646 by end-of-year assets - about 554% of the sector average of $20M. Nationally it sits in the 37th percentile, a stronger position within its industry than across all filers.
Other Services filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $555K |
| Employer EIN | 942256503 |
| Plan Effective Date | 1998-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (SOURCEWISE)
| 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
- 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 Sourcewise Money Purchase Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Sourcewise Money Purchase Pension Plan assets move in 2024? ▼
How have SOURCEWISE plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Sourcewise Money Purchase Pension Plan? ▼
Next read for Sourcewise Money Purchase Pension Plan
Filing takeaways
Ways to act on Sourcewise Money Purchase Pension Plan's numbers.
- By total assets, Sourcewise 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
- SOURCEWISE's sponsor-wide assets have grown 44.3% since 2022 across 3 plan years on file. More Other Services plans