Money Purchase · DOL Form 5500 · 2024
Warren I Dotz Money Purchase Plan
Data updated 2026-08-11
- $11M
- Total assets
- 4
- Participants
- 58th
- Percentile by assets
- $2.7M
- Avg per participant
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.
- 58th percentile by assets (of 123,622 plans)
- #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.
- $11M
- total plan assets (2024 EOY)
- 4
- covered participants
- 58th
- percentile by assets (of 123,622 plans)
- $2.7M
- avg assets per participant
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.
Warren I Dotz across 2 plan years on file
Across the 2 plan years Warren I Dotz has on file (2023-2024), sponsor-wide plan assets have moved from $12M to $15M, a gain of 23.5%, while reported participants moved from 6 to 8 (+33.3%).
Warren I Dotz multi-year asset trail
| 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 EIN | 942992978 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Warren I Dotz Md Money Purchase Pension Plan 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 Warren I Dotz Md Money Purchase Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Warren I Dotz Md Money Purchase Pension Plan assets move in 2024? ▼
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Next read for Warren I Dotz Md Money Purchase Pension …
Multi-year trail
Ways to act on Warren I Dotz Md Money Purchase Pension Plan's numbers.
- By total assets, Warren I Dotz Md Money Purchase Pension Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Warren I Dotz's sponsor-wide assets have grown 23.5% since 2023 across 2 plan years on file. More Healthcare & Social Assistance plans