Money Purchase · DOL Form 5500 · 2024
Bewley, Lassleben & Miller, LLP Money Purchase Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 23
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $599,405
- Avg per participant High balance/head
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.
- #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.
- #12,435
- in Professional & Technical Services (20,173 peers)
- +13.1%
- assets growth YoY
Bewley, Lasslebn & Miller Money Purchase Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers
Bewley, Lasslebn & Miller Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,786,309 Top 37% higher than 63% 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
Bewley, Lasslebn & Miller Money Purchase Pension Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bewley, Lasslebn & Miller Money Purchase Pension Plan is a small filing (23 participants) on this national headcount ladder.
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.
Form 5500 schedule snapshot
Filing strip 952039611 · Bewley, Lassleben & Miller, LLP PY 2024 · Money Purchase
Bewley, Lasslebn & Miller Money Purchase Pension Plan · $14M · 23 · 63rd
- TYPE $14M
- TYPE 23
- TYPE 63rd
- TYPE Money Purchase
- TYPE near Defined Contribution Pension Plan for Employees of Westchester Visiting Nurse Services Group, Inc.
- TYPE ind #12435
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 Professional & Technical Services retirement plans → · Plans in California →
Bewley, Lasslebn & Miller Money Purchase Pension Plan in the asset neighbourhood
Bewley, Lassleben & Miller, LLP multi-year asset trail
Sponsor-wide plan assets over time
All Bewley, Lassleben & Miller, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 27.98999312623916% vs 2022
- 2024 filing year
| 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.
- 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
Bewley, Lasslebn & Miller Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Defined Contribution Pension Plan for Employees of Westchester Visiting Nurse Services Group, Inc. in NY ($14M); by covered participants it is Heat & Frost Insulators Local No. 67 Annuity Plan in TN (23 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (23 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.