Money Purchase · DOL Form 5500 · 2022

New Haven Legal Assistance Money Purchase Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
39
Participants Small participant base
49th
Percentile by assets National rank
$116,857
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: New Haven Legal Assistance Money Purchase Plan · Sponsored by New Haven Legal Assistance · Connecticut · Professional & Technical Services

$5M in assets, 39 participants

New Haven Legal Assistance's New Haven Legal Assistance Money Purchase Plan reported $5M in total assets and 39 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #10,006 in Professional & Technical Services (21,562 peers)

New Haven Legal Assistance multi-year trail

New Haven Legal Assistance's plans moved +48.1% in assets from 2022 to 2024; this filing shows New Haven Legal Assistance Money Purchase Plan at $5M / 39 participants.

#10,006
in Professional & Technical Services (21,562 peers)
-13.1%
assets change YoY

The plan reported a net loss of $686K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

New Haven Legal Assistance Money Purchase Plan's mid-pack asset rank among Professional & Technical Services and all filers

New Haven Legal Assistance Money Purchase Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,557,436 49th percentile higher than 49% of 139,123 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 2022

New Haven Legal Assistance Money Purchase Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New Haven Legal Assistance Money Purchase Plan is a small filing (39 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 060793269 · New Haven Legal Assistance PY 2022 · Money Purchase

New Haven Legal Assistance Money Purchase Plan · $5M · 39 · 49th

  • TYPE $5M
  • TYPE 39
  • TYPE 49th
  • TYPE Money Purchase
  • TYPE near One Liberty Properties, Inc. Pension Plan
  • TYPE ind #10006

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 Connecticut →

New Haven Legal Assistance Money Purchase Plan in the asset neighbourhood

Carl Marks Advisory Group, LLC Retirement TrustCarl Marks Advisory Group, L…$5MDiagnostic Radiology Consultants PC Money Purchase Pension PlanDiagnostic Radiology Consult…$5MNew Haven Legal Assistance Money Purchase PlanNew Haven Legal Assistance M…$5MOne Liberty Properties, Inc. Pension PlanOne Liberty Properties, Inc.…$5MThe Villages of Indiana Inc. Money Purchase PlanThe Villages of Indiana Inc.…$5M
End-of-year total assets ($M) among New Haven Legal Assistance Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

New Haven Legal Assistance multi-year asset trail

Sponsor-wide plan assets over time

All New Haven Legal Assistance plans reported in each filing year

Latest sponsor-wide plan assets
$14M 48.14725981908213% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.49M $14.1M ▲ +48.2%
Year Plans Participants Total Assets
2022 2 78 $9M
2023 2 84 $12M
2024 2 94 $14M

New Haven Legal Assistance filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$686K
Employer EIN060793269
Plan Effective Date1979-10-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Connecticut

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

New Haven Legal Assistance Money Purchase Plan vs. nearby Money Purchase plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants New Haven Legal Assistance Money Purchase Plan, Total assets ($M): 4.557436 · Participants: 39New Haven Legal Assistance Money Purchase PlanNew England Electrical Workers Money Purchase Plan and Trust, Total assets ($M): 607.503917 · Participants: 7904New England Electrical Workers Money Purchase Plan and TrustEquinor US Holdings Inc. Money Purchase Pension Plan, Total assets ($M): 142.016376 · Participants: 593Equinor US Holdings Inc. Money Purchase Pension PlanSouthern Ct IBEW Annuity Plan, Total assets ($M): 70.657052 · Participants: 479Southern Ct IBEW Annuity PlanMoney Purchase Retirement Plan of U.a. Local 716, Total assets ($M): 32.418559 · Participants: 460Money Purchase Retirement Plan of U.a. Local 716Swisher International Inc. Defined Contribution Plan for Salaried Employees, Total assets ($M): 17.371482 · Participants: 462Swisher International Inc. Defined Contribution Plan for Salaried Employees
New Haven Legal Assistance Money Purchase Plan vs. nearby Money Purchase plans in Connecticut, assets vs. participants
Compare New Haven Legal Assistance Money Purchase Plan side-by-side with 3 peers →

New Haven Legal Assistance Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Connecticut, the nearest Money Purchase by assets is One Liberty Properties, Inc. Pension Plan in NY ($5M); by covered participants it is Uhhs Memorial Hospital of Geneva Employee Retirement Plan in OH (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did New Haven Legal Assistance Money Purchase Plan assets move in 2022? ▼
New Haven Legal Assistance Money Purchase Plan pulled back noticeably - down 13.1% during 2022, from $5M to $5M. Reported net income was -$686K.
How have New Haven Legal Assistance plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Haven Legal Assistance's sponsor-wide assets grew 48.1%, from $9M to $14M.
Which Money Purchase plans are similar in size to New Haven Legal Assistance Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is One Liberty Properties, Inc. Pension Plan in NY ($5M, 9 participants).
Which Money Purchase plans cover a similar participant headcount to New Haven Legal Assistance Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Uhhs Memorial Hospital of Geneva Employee Retirement Plan in OH (39 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 060793269.

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.