Money Purchase · DOL Form 5500 · 2024
Financial Funding Exchange Inc Money Purchase Plan
Data updated 2026-08-11
- $1M
- Total assets
- 3
- Participants
- 25th
- Percentile by assets
- $401,955
- Avg per participant
Official DOL plan name: Financial Funding Exchange Inc Mpp · Sponsored by Financial Funding Exchange Inc · California · Finance & Insurance
$1M in assets, 3 participants
Financial Funding Exchange Inc's Financial Funding Exchange Inc Mpp reported $1M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.
- 25th percentile by assets (of 123,622 plans)
- #1,247 in Finance & Insurance (8,549 peers)
What the 2024 filing shows
Financial Funding Exchange Inc Mpp holds $1M for 3 participants - about $401,955 per participant, in the lower half of filed plans by assets.
- $1M
- total plan assets (2024 EOY)
- 3
- covered participants
- 25th
- percentile by assets (of 123,622 plans)
- $401,955
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Financial Funding Exchange Inc Mpp reported net income fell from $44K in the plan year 2023 filing to $11K in the plan year 2024 filing.
Money Purchase filing for Financial Funding Exchange Inc Mpp
Money Purchase filing for plan year 2024: EIN 680173775 ; effective since 1998-09-17 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $11K |
| Employer EIN | 680173775 |
| Plan Effective Date | 1998-09-17 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Financial Funding Exchange Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6 | $1M |
| 2023 | 2 | 6 | $1M |
| 2024 | 2 | 6 | $1M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Financial Funding Exchange Inc Mpp 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 Financial Funding Exchange Inc Mpp by total assets, not by location.
Frequently Asked Questions
How did Financial Funding Exchange Inc Mpp assets move in 2024? ▼
How have Financial Funding Exchange Inc plan assets changed over time? ▼
Where does Financial Funding Exchange Inc Mpp rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Financial Funding Exchange Inc Mpp? ▼
Next read for Financial Funding Exchange Inc Mpp
Filing takeaways
Ways to act on Financial Funding Exchange Inc Mpp's numbers.
- By total assets, Financial Funding Exchange Inc Mpp 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
- Financial Funding Exchange Inc's sponsor-wide assets have grown 4.3% since 2022 across 3 plan years on file. More Finance & Insurance plans