Money Purchase · DOL Form 5500 · 2024
Bruce Hogan Money Purchase Plan
Data updated 2026-08-11
- $1M
- Total assets
- 2
- Participants
- 26th
- Percentile by assets
- $677,356
- Avg per participant
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.
- 26th percentile by assets (of 123,622 plans)
- #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.
- $1M
- total plan assets (2024 EOY)
- 2
- covered participants
- 26th
- percentile by assets (of 123,622 plans)
- $677,356
- avg assets per participant
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.
Bruce Hogan across 3 plan years on file
Across the 3 plan years Bruce Hogan has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $3M, a gain of 41.2%, while reported participants moved from 4 to 4 (+0.0%). Peak year by sponsor assets: 2024 ($3M); trough: 2022 ($2M).
Bruce Hogan multi-year asset trail
| 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.
Bruce Hogan Money Purchase 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 Bruce Hogan Money Purchase Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Bruce Hogan Money Purchase Plan
Multi-year trail
Ways to act on Bruce Hogan Money Purchase Plan's numbers.
- By total assets, Bruce Hogan Money Purchase 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
- Bruce Hogan's sponsor-wide assets have grown 41.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans