Money Purchase · DOL Form 5500 · 2024
Bruce Hogan Money Purchase Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $677,356
- Avg per participant High balance/head
Official DOL plan name: Bruce Hogan Money Purchase Plan · Sponsored by Bruce Hogan · California · Professional & Technical Services
$1M in assets, 2 participants
Bruce Hogan's Bruce Hogan Money Purchase Plan reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.
- #4,216 in Professional & Technical Services (20,173 peers)
Bruce Hogan multi-year trail
Bruce Hogan's plans moved +41.2% in assets from 2022 to 2024; this filing shows Bruce Hogan Money Purchase Plan at $1M / 2 participants.
- #4,216
- in Professional & Technical Services (20,173 peers)
- +19.8%
- assets growth YoY
Bruce Hogan Money Purchase Plan among the smaller filed plans by assets
Bruce Hogan Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,354,711 26th percentile higher than 26% 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
Bruce Hogan Money Purchase Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bruce Hogan Money Purchase Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bruce Hogan Money Purchase Plan reported net income rose from $164K in the plan year 2023 filing to $224K in the plan year 2024 filing.
- Bruce Hogan Money Purchase Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 770091133 · Bruce Hogan PY 2024 · Money Purchase
Bruce Hogan Money Purchase Plan · $1M · 2 · 26th
- BOY $1M
- SCH 2
- EBSA 26th
- PART Money Purchase
- TYPE near Henry a. Sheinkopf Communications, Ltd. Pension Plan
- NET ind #4216
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 California →
Bruce Hogan Money Purchase Plan in the asset neighbourhood
Bruce Hogan multi-year asset trail
Sponsor-wide plan assets over time
All Bruce Hogan plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 41.215316658582786% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4 | $2M |
| 2023 | 2 | 4 | $2M |
| 2024 | 2 | 4 | $3M |
Bruce Hogan filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $224K |
| Employer EIN | 770091133 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
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
Bruce Hogan Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Henry a. Sheinkopf Communications, Ltd. Pension Plan in NY ($1M); by covered participants it is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Virginia Aquaklear Inc 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Dr Robert J Lynch Md Keogh (WV) 2 · 0 off
- The Sellon Retirement Plan (NY) 2 · 0 off
- Money Purchase (VA) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.