Money Purchase · DOL Form 5500 · 2024
Compass Family Services Money Purchase Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 120
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $36,582
- Avg per participant Low balance/head
Official DOL plan name: Compass Family Services Retirement Plan · Sponsored by Compass Family Services · California · Healthcare & Social Assistance
$4M in assets, 120 participants
Compass Family Services's Compass Family Services Retirement Plan reported $4M in total assets and 120 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #7,105 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Compass Family Services Retirement Plan covers 120 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $4M.
- #7,105
- in Healthcare & Social Assistance (16,916 peers)
- +19.8%
- assets growth YoY
Compass Family Services Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Compass Family Services Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,389,792 40th percentile higher than 40% 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
Compass Family Services Retirement 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. Compass Family Services Retirement Plan sits mid-pack in the medium band (120 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Compass Family Services Retirement Plan reported participants rose from 93 in the plan year 2023 filing to 120 in the plan year 2024 filing.
- Compass Family Services Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
DOL schedule card
Filing strip 941156622 · Compass Family Services PY 2024 · Money Purchase
Compass Family Services Retirement Plan · $4M · 120 · 40th
- NET $4M
- BOOK 120
- VS-ST 40th
- BOY Money Purchase
- SCH near Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust
- EBSA ind #7105
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Compass Family Services Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $726K |
| Employer EIN | 941156622 |
| Plan Effective Date | 1980-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Compass Family Services)
Sponsor-wide plan assets over time
All Compass Family Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 63.59615179832257% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 222 | $6M |
| 2023 | 2 | 241 | $8M |
| 2024 | 2 | 303 | $9M |
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
Compass Family Services Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust in FL ($4M); by covered participants it is Thames Valley Council for Community Action, Inc. Money Purchase Pension Plan in CT (120 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust (FL) $4M · 163
- Barc Developmental Services Money Purchase Pension Plan (Mppp) (PA) $4M · 85
- I.a.T.S.E. Atlanta Annuity Trust (TN) $4M · 581
- Uhhs Memorial Hospital of Geneva Employee Retirement Plan (OH) $4M · 32
Similar participant headcount
Nearest other-state filings by covered participants (120 participants); asset peers above are excluded.
- Thames Valley Council for Community Action, Inc. Money Purchase Pension Plan (CT) 120 · 0 off
- Pendleton Nursing Home, Inc. Pension Plan (WV) 120 · 0 off
- Critical Care & Pulmonary Consultants, PC, Money Purchase Pension Plan (CO) 120 · 0 off
- St Charles Youth & Family Services, Inc. Pension Plan (WI) 120 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.