Money Purchase · DOL Form 5500 · 2024
Compass Family Services Money Purchase Plan
Data updated 2026-08-11
- $4M
- Total assets
- 120
- Participants
- 40th
- Percentile by assets
- $36,582
- Avg per participant
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.
- 40th percentile by assets (of 123,622 plans)
- #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.
- $4M
- total plan assets (2024 EOY)
- 120
- covered participants
- 40th
- percentile by assets (of 123,622 plans)
- $36,582
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Compass Family Services Retirement Plan reports 120 participants - about 19% of that state average ($4M EOY assets).
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)
| 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.
Compass Family Services Retirement 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 Compass Family Services Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Compass Family Services Retirement Plan assets move in 2024? ▼
How have Compass Family Services plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Compass Family Services Retirement Plan? ▼
Next read for Compass Family Services Retirement Plan
Filing takeaways
Ways to act on Compass Family Services Retirement Plan's numbers.
- By total assets, Compass Family Services Retirement Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Compass Family Services's sponsor-wide assets have grown 63.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans