Money Purchase · DOL Form 5500 · 2024

Joseph N Tseng Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
26th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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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.

  • #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.

#3,814
in Healthcare & Social Assistance (16,916 peers)
+31.7%
assets growth YoY

Joseph Tseng Self-Employed Money Purchase Fidelity Plan among the smaller filed plans by assets

Joseph Tseng Self-Employed Money Purchase Fidelity Plan vs every filed plan by assets

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

$1,401,403 26th percentile higher than 26% 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

Joseph Tseng Self-Employed Money Purchase Fidelity Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joseph Tseng Self-Employed Money Purchase Fidelity Plan is a micro filing (1 participant), the leftmost band.

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 382095879 · Joseph N Tseng PY 2024 · Money Purchase

Joseph Tseng Self-Employed Money Purchase Fidelity Plan · $1M · 1 · 26th

  • BOOK $1M
  • VS-ST 1
  • BOY 26th
  • SCH Money Purchase
  • EBSA near Bayless & Stokes Attorneys at Law Profit Sharing Keough Plan
  • PART ind #3814

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 Healthcare & Social Assistance retirement plans → · Plans in Michigan →

Joseph Tseng Self-Employed Money Purchase Fidelity Plan in the asset neighbourhood

Richard N Sirott Accountancy Corporation Money Purchase Pension PlanRichard N Sirott Accountancy…$1MJoseph Tseng Self-Employed Money Purchase Fidelity PlanJoseph Tseng Self-Employed M…$1MBayless & Stokes Attorneys at Law Profit Sharing Keough PlanBayless & Stokes Attorneys a…$1MJerome Antony Money Purchase PlanJerome Antony Money Purchase…$1MHubbard Sales Company Pension Plan & TrustHubbard Sales Company Pensio…$1M
End-of-year total assets ($M) among Joseph Tseng Self-Employed Money Purchase Fidelity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Joseph N Tseng multi-year asset trail

Sponsor-wide plan assets over time

All Joseph N Tseng plans reported in each filing year

Latest sponsor-wide plan assets
$4M 78.58644194225229% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.19M $3.9M ▲ +78.1%
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 EIN382095879
Plan Effective Date1990-12-31
Filing StatusFILING 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 Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.52 Total assets ($B) Participants Joseph Tseng Self-Employed Money Purchase Fidelity Plan, Total assets ($B): 0.001401403 · Participants: 1Joseph Tseng Self-Employed Money Purchase Fidelity PlanCentral Midwest Regional Council of Carpenters Defined Contribution Pension Plan, Total assets ($B): 1.589855457 · Participants: 35197Central Midwest Regional Council of Carpenters Defined Contribution Pension PlanMichigan Regional Council of Carpenters' Annuity Fund, Total assets ($B): 0.530589285 · Participants: 17855Michigan Regional Council of Carpenters' Annuity FundP & M Holding Group, LLP & Affiliated Entities Pension Plan, Total assets ($B): 0.25021539 · Participants: 1182P & M Holding Group, LLP & Affiliated Entities Pension PlanOperating Engineers' Local 324, Defined Contribution Pension Plan, Total assets ($B): 0.247791514 · Participants: 7667Operating Engineers' Local 324, Defined Contribution Pension PlanMichigan Laborers' Annuity Fund, Total assets ($B): 0.129114976 · Participants: 4355Michigan Laborers' Annuity Fund
Joseph Tseng Self-Employed Money Purchase Fidelity Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants
Compare Joseph Tseng Self-Employed Money Purchase Fidelity Plan side-by-side with 3 peers →

Joseph Tseng Self-Employed Money Purchase Fidelity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Michigan, the nearest Money Purchase by assets is Bayless & Stokes Attorneys at Law Profit Sharing Keough Plan in TX ($1M); by covered participants it is Eduardo Mccormack Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Joseph Tseng Self-Employed Money Purchase Fidelity Plan assets move in 2024? ▼
Joseph Tseng Self-Employed Money Purchase Fidelity Plan surged - up 31.7% during 2024, from $1M to $1M. Reported net income was $337K.
How have Joseph N Tseng plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joseph N Tseng's sponsor-wide assets grew 78.6%, from $2M to $4M.
Which Money Purchase plans are similar in size to Joseph Tseng Self-Employed Money Purchase Fidelity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Bayless & Stokes Attorneys at Law Profit Sharing Keough Plan in TX ($1M, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Joseph Tseng Self-Employed Money Purchase Fidelity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Eduardo Mccormack Retirement Plan in PR (1 participant, $2M 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 382095879.

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.