Money Purchase · DOL Form 5500 · 2024
Joseph N Tseng Money Purchase Plan
Data updated 2026-08-11
- $1M
- Total assets
- 1
- Participants
- 26th
- Percentile by assets
- $1.4M
- Avg per participant
Official DOL plan name: Joseph Tseng Self-Employed Money Purchase Fidelity Plan · Sponsored by Joseph N Tseng · Michigan · Healthcare & Social Assistance
$1M in assets, 1 participants
Joseph N Tseng's Joseph Tseng Self-Employed Money Purchase Fidelity Plan reported $1M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 26th 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.
- 26th percentile by assets (of 123,622 plans)
- #3,814 in Healthcare & Social Assistance (16,916 peers)
Joseph N Tseng multi-year trail
Joseph N Tseng's plans moved +78.6% in assets from 2022 to 2024; this filing shows Joseph Tseng Self-Employed Money Purchase Fidelity Plan at $1M / 1 participant.
- $1M
- total plan assets (2024 EOY)
- 1
- covered participants
- 26th
- percentile by assets (of 123,622 plans)
- $1.4M
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Joseph Tseng Self-Employed Money Purchase Fidelity Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Joseph Tseng Self-Employed Money Purchase Fidelity Plan reported net income rose from $290K in the plan year 2023 filing to $337K in the plan year 2024 filing.
Joseph N Tseng across 3 plan years on file
Across the 3 plan years Joseph N Tseng has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $4M, a gain of 78.6%, while reported participants moved from 5 to 2 (-60.0%). Peak year by sponsor assets: 2024 ($4M); trough: 2022 ($2M).
Joseph N Tseng multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5 | $2M |
| 2023 | 2 | 3 | $3M |
| 2024 | 2 | 2 | $4M |
Joseph N Tseng filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $337K |
| Employer EIN | 382095879 |
| Plan Effective Date | 1990-12-31 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Michigan
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Joseph Tseng Self-Employed Money Purchase Fidelity Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants
- Central Midwest Regional Council of Carpenters Defined Contribution Pension Plan $1.6B · 35,197
- Michigan Regional Council of Carpenters' Annuity Fund $531M · 17,855
- P & M Holding Group, LLP & Affiliated Entities Pension Plan $250M · 1,182
- Operating Engineers' Local 324, Defined Contribution Pension Plan $248M · 7,667
- Michigan Laborers' Annuity Fund $129M · 4,355
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Joseph Tseng Self-Employed Money Purchase Fidelity Plan by total assets, not by location.
Frequently Asked Questions
How did Joseph Tseng Self-Employed Money Purchase Fidelity Plan assets move in 2024? ▼
How have Joseph N Tseng plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Joseph Tseng Self-Employed Money Purchase Fidelity Plan? ▼
Next read for Joseph Tseng Self-Employed Money Purchas…
Multi-year trail
Ways to act on Joseph Tseng Self-Employed Money Purchase Fidelity Plan's numbers.
- By total assets, Joseph Tseng Self-Employed Money Purchase Fidelity 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 Michigan. Compare plans
- Joseph N Tseng's sponsor-wide assets have grown 78.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans