Money Purchase · DOL Form 5500 · 2024

Financial Funding Exchange Inc Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
25th
Percentile by assets National rank
$401,955
Avg per participant High balance/head
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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.

  • #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.

#1,247
in Finance & Insurance (8,549 peers)
+0.9%
assets growth YoY

Financial Funding Exchange Inc Mpp among the smaller filed plans by assets

Financial Funding Exchange Inc Mpp vs every filed plan by assets

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

$1,205,866 25th percentile higher than 25% 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

Financial Funding Exchange Inc Mpp among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Financial Funding Exchange Inc Mpp is a micro filing (3 participants), the leftmost band.

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 680173775 · Financial Funding Exchange Inc PY 2024 · Money Purchase

Financial Funding Exchange Inc Mpp · $1M · 3 · 25th

  • VS-ST $1M
  • BOY 3
  • SCH 25th
  • EBSA Money Purchase
  • PART near IRA Fbo Mohammed Ejaz Qureshi
  • TYPE ind #1247

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 Finance & Insurance retirement plans → · Plans in California →

Financial Funding Exchange Inc Mpp in the asset neighbourhood

Financial Funding Exchange Inc MppFinancial Funding Exchange I…$1MIRA Fbo Mohammed Ejaz Qureshi$1MSytek Consultants Money Purchase PlanSytek Consultants Money Purc…$1MHector Ramos Fuentes Retirement PlanHector Ramos Fuentes Retirem…$1MRetirement Plan of Seward Prosser Mellon Separate Trust for ChildrenRetirement Plan of Seward Pr…$1M
End-of-year total assets ($M) among Financial Funding Exchange Inc Mpp and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$11K
Employer EIN680173775
Plan Effective Date1998-09-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Financial Funding Exchange Inc)

Sponsor-wide plan assets over time

All Financial Funding Exchange Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 4.327161119500992% vs 2022
2024 filing year
$1.36M$1.38M$1.4M$1.42M$1.44M 202220232024 $1.37M $1.43M ▲ +4.4%
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 Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Financial Funding Exchange Inc Mpp, Total assets ($B): 0.001205866 · Participants: 3Financial Funding Exchange Inc MppThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 7.903445624 · Participants: 18550The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.667619665 · Participants: 37013Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 5.016619293 · Participants: 19806University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.48261473 · Participants: 24741Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America - Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.321194427 · Participants: 23032Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan
Financial Funding Exchange Inc Mpp vs. nearby Money Purchase plans in California, assets vs. participants
Compare Financial Funding Exchange Inc Mpp side-by-side with 3 peers →

Financial Funding Exchange Inc Mpp's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is IRA Fbo Mohammed Ejaz Qureshi in NY ($1M); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); 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 Financial Funding Exchange Inc Mpp assets move in 2024? ▼
Financial Funding Exchange Inc Mpp held essentially flat - up 0.9% during 2024, from $1M to $1M. Reported net income was $11K.
How have Financial Funding Exchange Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Financial Funding Exchange Inc's sponsor-wide assets grew 4.3%, from $1M to $1M.
Where does Financial Funding Exchange Inc Mpp rank by assets among Form 5500 filers? ▼
Financial Funding Exchange Inc Mpp ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which Money Purchase plans are similar in size to Financial Funding Exchange Inc Mpp? ▼
Among Money Purchase plans in other states, the closest by assets is IRA Fbo Mohammed Ejaz Qureshi in NY ($1M, N/A participants).
Which Money Purchase plans cover a similar participant headcount to Financial Funding Exchange Inc Mpp? ▼
Among Money Purchase plans in other states, the closest by covered participants is Ansonics Profit Sharing Plan in OR (3 participants, N/A 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 680173775.

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.