Money Purchase · DOL Form 5500 · 2024
So Calif University of Health Sciences Money Purchase Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 238
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $65,272
- Avg per participant Low balance/head
Official DOL plan name: Southern California University of Health Sciences Money Purchase Pension Plan · Sponsored by So Calif University of Health Sciences · California · Educational Services
$16M in assets, 238 participants
So Calif University of Health Sciences's Southern California University of Health Sciences Money Purchase Pension Plan reported $16M in total assets and 238 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #1,737 in Educational Services (3,638 peers)
Coverage in California
Southern California University of Health Sciences Money Purchase Pension Plan covers 238 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $16M.
- #1,737
- in Educational Services (3,638 peers)
- +16.3%
- assets growth YoY
Southern California University of Health Sciences Money Purchase Pension Plan's mid-pack asset rank among Educational Services and all filers
Southern California University of Health Sciences Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,534,803 Top 35% higher than 65% 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
Southern California University of Health Sciences Money Purchase Pension Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern California University of Health Sciences Money Purchase Pension Plan sits mid-pack in the medium band (238 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southern California University of Health Sciences Money Purchase Pension Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Southern California University of Health Sciences Money Purchase Pension Plan reported participants rose from 192 in the plan year 2023 filing to 238 in the plan year 2024 filing.
- Southern California University of Health Sciences Money Purchase Pension Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 950948050 · So Calif University of Health Sciences PY 2024 · Money Purchase
Southern California University of Health Sciences Money Purchase Pension Plan · $16M · 238 · 65th
- PCT $16M
- EIN 238
- RANK 65th
- PHOTO Money Purchase
- IND near Operative Plasterers and Cement Masons Local 394 Defined Contribution Plan
- EOY ind #1737
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 Educational Services retirement plans → · Plans in California →
Southern California University of Health Sciences Money Purchase Pension Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 950948050 |
| Plan Effective Date | 1974-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (So Calif University of Health Sciences)
Sponsor-wide plan assets over time
All So Calif University of Health Sciences plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 32.10266399220929% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 146 | $12M |
| 2023 | 1 | 192 | $13M |
| 2024 | 1 | 238 | $16M |
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
Southern California University of Health Sciences Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Operative Plasterers and Cement Masons Local 394 Defined Contribution Plan in AZ ($15M); by covered participants it is Local 210 - Affiliated Annuity Fund in NY (240 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Operative Plasterers and Cement Masons Local 394 Defined Contribution Plan (AZ) $15M · 555
- Lung Rose Voss & Wagnild Money Purchase Pension Plan (HI) $15M · 40
- Bankers Finance Capital Corp. Employee Retirement Plan (MD) $15M · 298
- Educational Systems Federal Credit Union Money Purchase Plan (MD) $15M · 172
Similar participant headcount
Nearest other-state filings by covered participants (238 participants); asset peers above are excluded.
- Local 210 - Affiliated Annuity Fund (NY) 240 · 2 off
- Self-Help, Inc. Pension Plan (MA) 240 · 2 off
- Appalachian Regional Healthcare System Frozen Retirement Savings Plan (NC) 236 · 2 off
- Summit Country Day School Employee's Pension Plan (OH) 236 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.