Money Purchase · DOL Form 5500 · 2024
Bewley, Lassleben & Miller, LLP Money Purchase Plan
Data updated 2026-08-11
- $14M
- Total assets
- 23
- Participants
- 63rd
- Percentile by assets
- $599,405
- Avg per participant
Official DOL plan name: Bewley, Lasslebn & Miller Money Purchase Pension Plan · Sponsored by Bewley, Lassleben & Miller, LLP · California · Professional & Technical Services
$14M in assets, 23 participants
Bewley, Lassleben & Miller, LLP's Bewley, Lasslebn & Miller Money Purchase Pension Plan reported $14M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- 63rd percentile by assets (of 123,622 plans)
- #12,435 in Professional & Technical Services (20,173 peers)
Bewley, Lassleben & Miller, LLP multi-year trail
Bewley, Lassleben & Miller, LLP's plans moved +28.0% in assets from 2022 to 2024; this filing shows Bewley, Lasslebn & Miller Money Purchase Pension Plan at $14M / 23 participants.
- $14M
- total plan assets (2024 EOY)
- 23
- covered participants
- 63rd
- percentile by assets (of 123,622 plans)
- $599,405
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bewley, Lasslebn & Miller Money Purchase Pension Plan reported participants fell from 29 in the plan year 2023 filing to 23 in the plan year 2024 filing.
- Bewley, Lasslebn & Miller Money Purchase Pension Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Bewley, Lasslebn & Miller Money Purchase Pension Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Bewley, Lassleben & Miller, LLP across 3 plan years on file
Across the 3 plan years Bewley, Lassleben & Miller, LLP has on file (2022-2024), sponsor-wide plan assets have moved from $11M to $14M, a gain of 28.0%, while reported participants moved from 25 to 23 (-8.0%). Peak year by sponsor assets: 2024 ($14M); trough: 2022 ($11M).
Bewley, Lassleben & Miller, LLP multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 25 | $11M |
| 2023 | 1 | 29 | $12M |
| 2024 | 1 | 23 | $14M |
Bewley, Lassleben & Miller, LLP filing trail (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 952039611 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Bewley, Lasslebn & Miller 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 Bewley, Lasslebn & Miller Money Purchase Pension Plan by total assets, not by location.
- Defined Contribution Pension Plan for Employees of Westchester Visiting Nurse Services Group, Inc. (NY) $14M · 98
- Defenders of Wildlife Pension Plan (DC) $14M · 111
- Ascension Healthcare Legacy Money Purchase Pension Plan (MO) $14M · 514
- Plumbers & Steamfitters Local No 489 Annuity Plan (MD) $14M · 183
Frequently Asked Questions
How did Bewley, Lasslebn & Miller Money Purchase Pension Plan assets move in 2024? ▼
How have Bewley, Lassleben & Miller, LLP plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Bewley, Lasslebn & Miller Money Purchase Pension Plan? ▼
Next read for Bewley, Lasslebn & Miller Money Purchase…
Multi-year trail
Ways to act on Bewley, Lasslebn & Miller Money Purchase Pension Plan's numbers.
- By total assets, Bewley, Lasslebn & Miller 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
- Bewley, Lassleben & Miller, LLP's sponsor-wide assets have grown 28.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans