Money Purchase · DOL Form 5500 · 2024
W.S.B. Electric Money Purchase Pension Plan Money Purchase Plan
Data updated 2026-08-25
- $953K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 23rd
- Percentile by assets National rank
Official DOL plan name: W.S.B. Electric Money Purchase Pension Plan · Sponsored by W.S.B. Electric Money Purchase Pension Plan · Arizona · Construction
$953K in assets, N/A participants
W.S.B. Electric Money Purchase Pension Plan's W.S.B. Electric Money Purchase Pension Plan reported $953K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #1,935 in Construction (9,039 peers)
W.S.B. Electric Money Purchase Pension Plan multi-year trail
W.S.B. Electric Money Purchase Pension Plan's plans moved -67.6% in assets from 2022 to 2024; this filing shows W.S.B. Electric Money Purchase Pension Plan at $953K / N/A participants.
- #1,935
- in Construction (9,039 peers)
- -61.8%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
W.S.B. Electric Money Purchase Pension Plan among the smaller filed plans by assets
W.S.B. Electric Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$952,893 23rd percentile higher than 23% 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
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- W.S.B. Electric Money Purchase Pension Plan reported net income fell from -$449K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- W.S.B. Electric Money Purchase Pension Plan reported participants fell from 15 in the plan year 2023 filing to N/A in the plan year 2024 filing.
- W.S.B. Electric Money Purchase Pension Plan end-of-year assets fell from $2M in the plan year 2023 filing to $953K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 942509987 · W.S.B. Electric Money Purchase Pension Plan PY 2024 · Money Purchase
W.S.B. Electric Money Purchase Pension Plan · $953K · N/A · 23rd
- BOY $953K
- BOY N/A
- BOY 23rd
- BOY Money Purchase
- BOY near Amg & Associates, LLC Rollover-Only Money Purchase Plan
- BOY ind #1935
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 Construction retirement plans → · Plans in Arizona →
W.S.B. Electric Money Purchase Pension Plan in the asset neighbourhood
W.S.B. Electric Money Purchase Pension Plan multi-year asset trail
Sponsor-wide plan assets over time
All W.S.B. Electric Money Purchase Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $953K 67.64886418805828% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $3M |
| 2023 | 1 | 15 | $2M |
| 2024 | 1 | N/A | $953K |
W.S.B. Electric Money Purchase Pension Plan filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $953K |
| Net Income | -$2M |
| Employer EIN | 942509987 |
| Plan Effective Date | 1980-07-30 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Arizona
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan $137M · 5,798
- IBEW Local Nos 570 & 518 and Southern Az Chap NECA Annuity $42M · 1,481
- The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1 $17M · 51
- Operative Plasterers and Cement Masons Local 394 Defined Contribution Plan $15M · 555
- Benjamin E. Myers Money Purchase Pension Plan and Trust $13M · 1
W.S.B. Electric Money Purchase Pension Plan's closest out-of-state Money Purchase peers by assets
Outside Arizona, the nearest Money Purchase by end-of-year assets is Amg & Associates, LLC Rollover-Only Money Purchase Plan in CA at $959K (this filing: $953K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($953K here).
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.