Money Purchase · DOL Form 5500 · 2024
So Calif University of Health Sciences Money Purchase Plan
Data updated 2026-08-11
- $16M
- Total assets
- 238
- Participants
- 65th
- Percentile by assets
- $65,272
- Avg per participant
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.
- 65th percentile by assets (of 123,622 plans)
- #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.
- $16M
- total plan assets (2024 EOY)
- 238
- covered participants
- 65th
- percentile by assets (of 123,622 plans)
- $65,272
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Southern California University of Health Sciences Money Purchase Pension Plan reports 238 participants - about 38% of that state average ($16M EOY assets).
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)
| 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.
Southern California University of Health Sciences 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 Southern California University of Health Sciences Money Purchase Pension Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Southern California University of Health Sciences Money Purchase Pension Plan assets move in 2024? ▼
How have So Calif University of Health Sciences plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Southern California University of Health Sciences Money Purchase Pension Plan? ▼
Next read for Southern California University of Health…
Filing takeaways
Ways to act on Southern California University of Health Sciences Money Purchase Pension Plan's numbers.
- By total assets, Southern California University of Health Sciences 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
- So Calif University of Health Sciences's sponsor-wide assets have grown 32.1% since 2022 across 3 plan years on file. More Educational Services plans