Money Purchase · DOL Form 5500 · 2024

Toolworks, Inc. Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
290
Participants Below avg headcount
28th
Percentile by assets National rank
$5,710
Avg per participant Low balance/head
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Official DOL plan name: The Toolworks, Inc. Money Purchase Plan & Trust · Sponsored by Toolworks, Inc. · California · Administrative & Support Services

$2M in assets, 290 participants

Toolworks, Inc.'s The Toolworks, Inc. Money Purchase Plan & Trust reported $2M in total assets and 290 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,256 in Administrative & Support Services (4,368 peers)

Coverage in California

The Toolworks, Inc. Money Purchase Plan & Trust covers 290 participants in California, about 46% of the average California filer (state average ~630 per filing). Assets: $2M.

#2,256
in Administrative & Support Services (4,368 peers)
-1.5%
assets change YoY

The plan reported a net loss of $26K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Toolworks, Inc. Money Purchase Plan & Trust among the smaller filed plans by assets

The Toolworks, Inc. Money Purchase Plan & Trust vs every filed plan by assets

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

$1,655,882 28th percentile higher than 28% 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

The Toolworks, Inc. Money Purchase Plan & Trust 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. The Toolworks, Inc. Money Purchase Plan & Trust sits mid-pack in the medium band (290 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Toolworks, Inc. Money Purchase Plan & Trust reported participants rose from 65 in the plan year 2023 filing to 290 in the plan year 2024 filing.
  • The Toolworks, Inc. Money Purchase Plan & Trust reported net income rose from -$112K in the plan year 2023 filing to -$26K in the plan year 2024 filing.
  • The Toolworks, Inc. Money Purchase Plan & Trust end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 942493384 · Toolworks, Inc. PY 2024 · Money Purchase

The Toolworks, Inc. Money Purchase Plan & Trust · $2M · 290 · 28th

  • 5500 $2M
  • ASSETS 290
  • PCT 28th
  • EIN Money Purchase
  • RANK near Eugene Gibilaro Md Profit Sharing Plan
  • PHOTO ind #2256

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 Administrative & Support Services retirement plans → · Plans in California →

The Toolworks, Inc. Money Purchase Plan & Trust in the asset neighbourhood

Hylton S Petit Jr Money Purchase PlanHylton S Petit Jr Money Purc…$2MThe Toolworks, Inc. Money Purchase Plan & TrustThe Toolworks, Inc. Money Pu…$2MEugene Gibilaro Md Profit Sharing PlanEugene Gibilaro Md Profit Sh…$2MLakeland Bus Lines, Inc. Defined Contribution Pension PlanLakeland Bus Lines, Inc. Def…$2MDailey Bros Pension Plan$2M
End-of-year total assets ($M) among The Toolworks, Inc. Money Purchase Plan & Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$26K
Employer EIN942493384
Plan Effective Date1989-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Toolworks, Inc.)

Sponsor-wide plan assets over time

All Toolworks, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 31.656514844717986% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $2.42M $1.66M ▼ -31.4%
Year Plans Participants Total Assets
2022 1 351 $2M
2023 2 434 $5M
2024 1 290 $2M

Nearby Money Purchase Plans in California

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

The Toolworks, Inc. Money Purchase Plan & Trust vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants The Toolworks, Inc. Money Purchase Plan & Trust, Total assets ($B): 0.001655882 · Participants: 290The Toolworks, Inc. Money Purchase Plan & TrustThe 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
The Toolworks, Inc. Money Purchase Plan & Trust vs. nearby Money Purchase plans in California, assets vs. participants
Compare The Toolworks, Inc. Money Purchase Plan & Trust side-by-side with 3 peers →

The Toolworks, Inc. Money Purchase Plan & Trust's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Eugene Gibilaro Md Profit Sharing Plan in NY ($2M); by covered participants it is Roofers & Waterproofers Local 37 Annuity Fund in PA (289 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (290 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 The Toolworks, Inc. Money Purchase Plan & Trust assets move in 2024? ▼
The Toolworks, Inc. Money Purchase Plan & Trust edged down modestly - down 1.5% during 2024, from $2M to $2M. Reported net income was -$26K.
How have Toolworks, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Toolworks, Inc.'s sponsor-wide assets declined 31.7%, from $2M to $2M.
Which Money Purchase plans are similar in size to The Toolworks, Inc. Money Purchase Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Eugene Gibilaro Md Profit Sharing Plan in NY ($2M, 4 participants).
Which Money Purchase plans cover a similar participant headcount to The Toolworks, Inc. Money Purchase Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Roofers & Waterproofers Local 37 Annuity Fund in PA (289 participants, $18M 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 942493384.

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.