Money Purchase · DOL Form 5500 · 2024
James Wantz Accountancy Corp. Money Purchase Plan
Data updated 2026-08-25
- $836K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $278,605
- Avg per participant High balance/head
Official DOL plan name: James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 · Sponsored by James Wantz Accountancy Corp. · California · Professional & Technical Services
$836K in assets, 3 participants
James Wantz Accountancy Corp.'s James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 reported $836K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,379 in Professional & Technical Services (20,173 peers)
James Wantz Accountancy Corp. multi-year trail
James Wantz Accountancy Corp.'s plans moved +18.6% in assets from 2022 to 2024; this filing shows James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 at $836K / 3 participants.
- #3,379
- in Professional & Technical Services (20,173 peers)
- +11.0%
- assets growth YoY
James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 among the smaller filed plans by assets
James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$835,816 22nd percentile higher than 22% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 reported net income rose from $48K in the plan year 2023 filing to $83K in the plan year 2024 filing.
- James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 end-of-year assets rose from $753K in the plan year 2023 filing to $836K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 953282589 · James Wantz Accountancy Corp. PY 2024 · Money Purchase
James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 · $836K · 3 · 22nd
- BOOK $836K
- VS-ST 3
- BOY 22nd
- SCH Money Purchase
- EBSA near Aguadilla Eye Md Psc Retirement Plan
- PART ind #3379
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 Professional & Technical Services retirement plans → · Plans in California →
James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 in the asset neighbourhood
James Wantz Accountancy Corp. multi-year asset trail
Sponsor-wide plan assets over time
All James Wantz Accountancy Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $836K 18.629330888312012% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $705K |
| 2023 | 1 | 3 | $753K |
| 2024 | 1 | 3 | $836K |
James Wantz Accountancy Corp. filing trail (2024)
| Total Assets (Beginning of Year) | $753K |
|---|---|
| Net Assets (End of Year) | $836K |
| Net Income | $83K |
| Employer EIN | 953282589 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- 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
James Wantz Accountancy Corp. Money Purchase Plan Dated 010198's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Aguadilla Eye Md Psc Retirement Plan in PR ($824K); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($836K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Ansonics Profit Sharing Plan (OR) 3 · 0 off
- Jim G. Taylor, O.D., P.C. Profit Sharing Plan (TN) 3 · 0 off
- Software Plus Money Purchase (MI) 3 · 0 off
- Software Plus P-S Plan (MI) 3 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.