Money Purchase · DOL Form 5500 · 2024
Michael Gordon, M.D., Inc. Money Purchase Plan
Data updated 2026-08-25
- $832K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $415,800
- Avg per participant High balance/head
Official DOL plan name: Michael Gordon, M.D., Inc. Money Purchase Pension Plan · Sponsored by Michael Gordon, M.D., Inc. · California · Healthcare & Social Assistance
$832K in assets, 2 participants
Michael Gordon, M.D., Inc.'s Michael Gordon, M.D., Inc. Money Purchase Pension Plan reported $832K in total assets and 2 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.
- #2,919 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Michael Gordon, M.D., Inc. Money Purchase Pension Plan holds $832K for 2 participants - about $415,800 per participant, among the smaller plans by assets on file.
- #2,919
- in Healthcare & Social Assistance (16,916 peers)
- -5.1%
- assets change YoY
The plan reported a net loss of $45K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Michael Gordon, M.D., Inc. Money Purchase Pension Plan among the smaller filed plans by assets
Michael Gordon, M.D., Inc. Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$831,600 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
Michael Gordon, M.D., Inc. Money Purchase Pension 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. Michael Gordon, M.D., Inc. Money Purchase Pension Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Michael Gordon, M.D., Inc. Money Purchase Pension Plan reported net income fell from -$40K in the plan year 2023 filing to -$45K in the plan year 2024 filing.
- Michael Gordon, M.D., Inc. Money Purchase Pension Plan end-of-year assets fell from $876K in the plan year 2023 filing to $832K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 953527868 · Michael Gordon, M.D., Inc. PY 2024 · Money Purchase
Michael Gordon, M.D., Inc. Money Purchase Pension Plan · $832K · 2 · 22nd
- IND $832K
- EOY 2
- 5500 22nd
- ASSETS Money Purchase
- PCT near Aguadilla Eye Md Psc Retirement Plan
- EIN ind #2919
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 California →
Michael Gordon, M.D., Inc. Money Purchase Pension Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $876K |
|---|---|
| Net Assets (End of Year) | $832K |
| Net Income | -$45K |
| Employer EIN | 953527868 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Michael Gordon, M.D., Inc.)
Sponsor-wide plan assets over time
All Michael Gordon, M.D., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $832K 9.216253303683422% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $916K |
| 2023 | 1 | 2 | $876K |
| 2024 | 1 | 2 | $832K |
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
Michael Gordon, M.D., Inc. Money Purchase Pension Plan'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 Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($832K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Virginia Aquaklear Inc 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Dr Robert J Lynch Md Keogh (WV) 2 · 0 off
- The Sellon Retirement Plan (NY) 2 · 0 off
- Money Purchase (VA) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.