Money Purchase · DOL Form 5500 · 2024
Lung Rose Voss & Wagnild Money Purchase Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 40
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $385,592
- Avg per participant High balance/head
Official DOL plan name: Lung Rose Voss & Wagnild Money Purchase Pension Plan · Sponsored by Lung Rose Voss & Wagnild · Hawaii · Professional & Technical Services
$15M in assets, 40 participants
Lung Rose Voss & Wagnild's Lung Rose Voss & Wagnild Money Purchase Pension Plan reported $15M in total assets and 40 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.
- #12,937 in Professional & Technical Services (20,173 peers)
Lung Rose Voss & Wagnild multi-year trail
Lung Rose Voss & Wagnild's plans moved +31.4% in assets from 2022 to 2024; this filing shows Lung Rose Voss & Wagnild Money Purchase Pension Plan at $15M / 40 participants.
- #12,937
- in Professional & Technical Services (20,173 peers)
- +13.2%
- assets growth YoY
Lung Rose Voss & Wagnild Money Purchase Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers
Lung Rose Voss & Wagnild Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,423,697 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
Lung Rose Voss & Wagnild 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. Lung Rose Voss & Wagnild Money Purchase Pension Plan is a small filing (40 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lung Rose Voss & Wagnild Money Purchase Pension Plan reported participants rose from 34 in the plan year 2023 filing to 40 in the plan year 2024 filing.
- Lung Rose Voss & Wagnild Money Purchase Pension Plan end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.
DOL schedule card
Filing strip 990243681 · Lung Rose Voss & Wagnild PY 2024 · Money Purchase
Lung Rose Voss & Wagnild Money Purchase Pension Plan · $15M · 40 · 65th
- PHOTO $15M
- PHOTO 40
- PHOTO 65th
- PHOTO Money Purchase
- PHOTO near Operative Plasterers and Cement Masons Local 394 Defined Contribution Plan
- PHOTO ind #12937
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 Hawaii →
Lung Rose Voss & Wagnild Money Purchase Pension Plan in the asset neighbourhood
Lung Rose Voss & Wagnild multi-year asset trail
Sponsor-wide plan assets over time
All Lung Rose Voss & Wagnild plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 31.42053787876916% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 35 | $12M |
| 2023 | 1 | 34 | $14M |
| 2024 | 1 | 40 | $15M |
Lung Rose Voss & Wagnild filing trail (2024)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 990243681 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Hawaii
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Hawaii Carpenters Financial Security Fund $662M · 4,066
- Pamcah-Ua Local 675 Annuity Plan $383M · 1,504
- Hawaii Laborers' Annuity Fund $305M · 3,391
- Hawaii Masons and Plasterers Annuity Plan $127M · 1,143
- First Hawaiian, Inc. Future Plan $127M · 1,815
Lung Rose Voss & Wagnild Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Hawaii, 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 Applied Value LLC Pension Plan in MA (40 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Operative Plasterers and Cement Masons Local 394 Defined Contribution Plan (AZ) $15M · 555
- Southern California University of Health Sciences Money Purchase Pension Plan (CA) $16M · 238
- 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 (40 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.