Money Purchase · DOL Form 5500 · 2024

Evans & Son, Inc. Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
38
Participants Small participant base
33rd
Percentile by assets National rank
$69,856
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Evans & Son, Inc. Frozen Money Purchase Pension Plan · Sponsored by Evans & Son, Inc. · California · Construction

$3M in assets, 38 participants

Evans & Son, Inc.'s Evans & Son, Inc. Frozen Money Purchase Pension Plan reported $3M in total assets and 38 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,821 in Construction (9,039 peers)

What the 2024 filing shows

Evans & Son, Inc. Frozen Money Purchase Pension Plan holds $3M for 38 participants - about $69,856 per participant, in the lower half of filed plans by assets.

#2,821
in Construction (9,039 peers)
+3.6%
assets growth YoY

Evans & Son, Inc. Frozen Money Purchase Pension Plan among the smaller filed plans by assets

Evans & Son, Inc. Frozen Money Purchase Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,654,544 33rd percentile higher than 33% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Evans & Son, Inc. Frozen Money Purchase Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Evans & Son, Inc. Frozen Money Purchase Pension Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Evans & Son, Inc. Frozen Money Purchase Pension Plan reported net income rose from -$289K in the plan year 2023 filing to $93K in the plan year 2024 filing.
  • Evans & Son, Inc. Frozen Money Purchase Pension Plan reported participants fell from 42 in the plan year 2023 filing to 38 in the plan year 2024 filing.
  • Evans & Son, Inc. Frozen Money Purchase Pension Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 954178102 · Evans & Son, Inc. PY 2024 · Money Purchase

Evans & Son, Inc. Frozen Money Purchase Pension Plan · $3M · 38 · 33rd

  • TYPE $3M
  • TYPE 38
  • TYPE 33rd
  • TYPE Money Purchase
  • TYPE near The Contractors Retirement Plan
  • TYPE ind #2821

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 California →

Evans & Son, Inc. Frozen Money Purchase Pension Plan in the asset neighbourhood

The Contractors Retirement PlanThe Contractors Retirement P…$3MEvans & Son, Inc. Frozen Money Purchase Pension PlanEvans & Son, Inc. Frozen Mon…$3MHawaii Teamsters Meat Cutters Annuity PlanHawaii Teamsters Meat Cutter…$3MRoseland Community Hospital Employees' Pension PlanRoseland Community Hospital …$3MMarc B. Freedman Cpa, P.C. Money Purchase Pension PlanMarc B. Freedman Cpa, P.C. M…$3M
End-of-year total assets ($M) among Evans & Son, Inc. Frozen Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$93K
Employer EIN954178102
Plan Effective Date2018-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evans & Son, Inc.)

Sponsor-wide plan assets over time

All Evans & Son, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 6.8674511961255815% vs 2022
2024 filing year
$2.5M$2.6M$2.7M$2.8M$2.9M 202220232024 $2.85M $2.65M ▼ -7.0%
Year Plans Participants Total Assets
2022 1 47 $3M
2023 1 42 $3M
2024 1 38 $3M

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Evans & Son, Inc. Frozen Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Evans & Son, Inc. Frozen Money Purchase Pension Plan, Total assets ($B): 0.002654544 · Participants: 38Evans & Son, Inc. Frozen Money Purchase Pension PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 7.903445624 · Participants: 18550The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.667619665 · Participants: 37013Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 5.016619293 · Participants: 19806University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.48261473 · Participants: 24741Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America - Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.321194427 · Participants: 23032Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan
Evans & Son, Inc. Frozen Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Evans & Son, Inc. Frozen Money Purchase Pension Plan side-by-side with 3 peers →

Evans & Son, Inc. Frozen Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is The Contractors Retirement Plan in TX ($3M); by covered participants it is Spence-Chapin Services to Family and Children in NY (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Evans & Son, Inc. Frozen Money Purchase Pension Plan assets move in 2024? ▼
Evans & Son, Inc. Frozen Money Purchase Pension Plan edged up modestly - up 3.6% during 2024, from $3M to $3M. Reported net income was $93K.
How have Evans & Son, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evans & Son, Inc.'s sponsor-wide assets declined 6.9%, from $3M to $3M.
Which Money Purchase plans are similar in size to Evans & Son, Inc. Frozen Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is The Contractors Retirement Plan in TX ($3M, 558 participants).
Which Money Purchase plans cover a similar participant headcount to Evans & Son, Inc. Frozen Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Spence-Chapin Services to Family and Children in NY (38 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 954178102.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.