Money Purchase · DOL Form 5500 · 2024

Warren I Dotz Money Purchase Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
4
Participants Small participant base
58th
Percentile by assets National rank
$2.7M
Avg per participant High balance/head
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Official DOL plan name: Warren I Dotz Md Money Purchase Pension Plan · Sponsored by Warren I Dotz · California · Healthcare & Social Assistance

$11M in assets, 4 participants

Warren I Dotz's Warren I Dotz Md Money Purchase Pension Plan reported $11M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #10,677 in Healthcare & Social Assistance (16,916 peers)

Warren I Dotz multi-year trail

Warren I Dotz's plans moved +23.5% in assets from 2023 to 2024; this filing shows Warren I Dotz Md Money Purchase Pension Plan at $11M / 4 participants.

#10,677
in Healthcare & Social Assistance (16,916 peers)
+22.0%
assets growth YoY

Warren I Dotz Md Money Purchase Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Warren I Dotz Md Money Purchase Pension Plan vs every filed plan by assets

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

$10,968,875 Top 42% higher than 58% 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

Warren I Dotz Md 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. Warren I Dotz Md Money Purchase Pension Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Warren I Dotz Md Money Purchase Pension Plan reported participants rose from 3 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • Warren I Dotz Md Money Purchase Pension Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 942992978 · Warren I Dotz PY 2024 · Money Purchase

Warren I Dotz Md Money Purchase Pension Plan · $11M · 4 · 58th

  • VS-ST $11M
  • VS-ST 4
  • VS-ST 58th
  • VS-ST Money Purchase
  • VS-ST near Tmmb Corporation Pension Plan
  • VS-ST ind #10677

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 →

Warren I Dotz Md Money Purchase Pension Plan in the asset neighbourhood

Renewal, Inc. Money Purchase Pension PlanRenewal, Inc. Money Purchase…$11MDrexel Chemical Company Money Purchase Pension Plan and TrustDrexel Chemical Company Mone…$11MWarren I Dotz Md Money Purchase Pension PlanWarren I Dotz Md Money Purch…$11MTmmb Corporation Pension Plan$11MPan-O-Gold Baking Co. Retirement PlanPan-O-Gold Baking Co. Retire…$11M
End-of-year total assets ($M) among Warren I Dotz Md Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Warren I Dotz multi-year asset trail

Sponsor-wide plan assets over time

All Warren I Dotz plans reported in each filing year

Latest sponsor-wide plan assets
$15M 23.502671103681205% vs 2023
2024 filing year
$11M$12M$13M$14M$15M$16M 20232024 $12.2M $15.1M ▲ +23.5%
Year Plans Participants Total Assets
2023 2 6 $12M
2024 2 8 $15M

Warren I Dotz filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN942992978
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Warren I Dotz Md Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Warren I Dotz Md Money Purchase Pension Plan, Total assets ($B): 0.010968875 · Participants: 4Warren I Dotz Md Money Purchase Pension PlanThe 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
Warren I Dotz Md Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Warren I Dotz Md Money Purchase Pension Plan side-by-side with 3 peers →

Warren I Dotz Md Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Tmmb Corporation Pension Plan in PA ($11M); by covered participants it is Linas a Sidrys Md in IL (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Warren I Dotz Md Money Purchase Pension Plan assets move in 2024? ▼
Warren I Dotz Md Money Purchase Pension Plan grew sharply - up 22.0% during 2024, from $9M to $11M. Reported net income was $2M.
How have Warren I Dotz plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Warren I Dotz's sponsor-wide assets grew 23.5%, from $12M to $15M.
Which Money Purchase plans are similar in size to Warren I Dotz Md Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Tmmb Corporation Pension Plan in PA ($11M, 16 participants).
Which Money Purchase plans cover a similar participant headcount to Warren I Dotz Md Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Linas a Sidrys Md in IL (4 participants, $6M 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 942992978.

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.