Money Purchase · DOL Form 5500 · 2022
The Fresh Air Fund Money Purchase Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 38
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $74,978
- Avg per participant Below avg balance/head
Official DOL plan name: The Fresh Air Fund Pension Plan · Sponsored by The Fresh Air Fund · New York · Healthcare & Social Assistance
$3M in assets, 38 participants
The Fresh Air Fund's The Fresh Air Fund Pension Plan reported $3M in total assets and 38 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.
- #8,566 in Healthcare & Social Assistance (20,060 peers)
The Fresh Air Fund multi-year trail
The Fresh Air Fund's plans moved -27.4% in assets from 2022 to 2024; this filing shows The Fresh Air Fund Pension Plan at $3M / 38 participants.
- #8,566
- in Healthcare & Social Assistance (20,060 peers)
- -7.8%
- assets change YoY
The plan reported a net loss of $240K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Fresh Air Fund Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Fresh Air Fund Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,849,154 40th percentile higher than 40% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Fresh Air Fund Pension 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. The Fresh Air Fund Pension Plan is a small filing (38 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 131656653 · The Fresh Air Fund PY 2022 · Money Purchase
The Fresh Air Fund Pension Plan · $3M · 38 · 40th
- PCT $3M
- PCT 38
- PCT 40th
- PCT Money Purchase
- PCT near Evans & Son, Inc. Frozen Money Purchase Plan
- PCT ind #8566
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
The Fresh Air Fund Pension Plan in the asset neighbourhood
The Fresh Air Fund multi-year asset trail
Sponsor-wide plan assets over time
All The Fresh Air Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 27.37125978592225% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 103 | $15M |
| 2023 | 2 | 64 | $9M |
| 2024 | 2 | 78 | $11M |
The Fresh Air Fund filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$240K |
| Employer EIN | 131656653 |
| Plan Effective Date | 2003-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $4.5B · 11,825
- Young Men's Christian Association Retirement Fund Retirement Plan $3.6B · 42,922
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $1.7B · 11,845
- Brookhaven Science Associates, LLC Retirement Plan $1.3B · 2,436
- Iron Workers Locals 40,361, & 417 Annuity Fund $1.1B · 5,068
The Fresh Air Fund Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Evans & Son, Inc. Frozen Money Purchase Plan in CA ($3M); by covered participants it is American Medical Response Hawaii Money Purchase Pension Plan in CO (38 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (38 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.