401(k) · DOL Form 5500 · 2024
Happy Money, Inc. 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 223
- Participants Below avg headcount
- 67th
- Percentile by assets National rank
- $76,375
- Avg per participant Below avg balance/head
Official DOL plan name: Happy Money 401(k) Plan · Sponsored by Happy Money, Inc. · California · Other Services
$17M in assets, 223 participants
Happy Money, Inc.'s Happy Money 401(k) Plan reported $17M in total assets and 223 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- #6,300 in Other Services (7,719 peers)
Coverage in California
Happy Money 401(k) Plan covers 223 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $17M.
- #6,300
- in Other Services (7,719 peers)
- +8.1%
- assets growth YoY
Happy Money 401(k) Plan's outsized position by total assets
Happy Money 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,031,634 Top 33% higher than 67% 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
Happy Money 401(k) 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. Happy Money 401(k) Plan sits mid-pack in the medium band (223 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Happy Money 401(k) Plan reported participants fell from 459 in the plan year 2023 filing to 223 in the plan year 2024 filing.
- Happy Money 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Happy Money 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 264419538 · Happy Money, Inc. PY 2024 · 401(k)
Happy Money 401(k) Plan · $17M · 223 · 67th
- EBSA $17M
- PART 223
- TYPE 67th
- NET 401(k)
- BOOK near Dignitas Technologies Retirement Trust
- VS-ST ind #6300
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 Other Services retirement plans → · Plans in California →
Happy Money 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $1M |
| Employer EIN | 264419538 |
| Plan Effective Date | 2020-01-08 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Happy Money, Inc.)
Sponsor-wide plan assets over time
All Happy Money, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 23.300448646054953% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 395 | $14M |
| 2023 | 1 | 459 | $16M |
| 2024 | 1 | 223 | $17M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Happy Money 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Dignitas Technologies Retirement Trust in FL ($17M); by covered participants it is Adaptimmune LLC Retirement Plan in PA (223 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Dignitas Technologies Retirement Trust (FL) $17M · 208
- Alma Lasers Inc. 401(k) Profit Sharing Plan & Trust (IL) $17M · 215
- Precision Concepts International LLC (NC) $17M · 272
- Architectural Division 8 401(k) Plan (TX) $17M · 138
Similar participant headcount
Nearest other-state filings by covered participants (223 participants); asset peers above are excluded.
- Adaptimmune LLC Retirement Plan (PA) 223 · 0 off
- Patricio Enterprises, Inc. 401(k) Plan (VA) 223 · 0 off
- Adams Bank & Trust 401(k) Plan (NE) 223 · 0 off
- Grand Bk 401(k) Plan (NJ) 223 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.