Money Purchase
2022 plan-year Money Purchase DOL Form 5500

Local One Security Officers Union Money Purchase Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by New York University · New York · Educational Services

What the 2023 filing shows

Local One Security Officers Union Money Purchase Pension Plan holds $7M for 154 participants — about $43,328 per participant, down 16.0% over the 2022 plan year.

$7M
total plan assets (2022 EOY)
154
covered participants
$43,328
avg assets per participant
-16.0%
assets change YoY

The plan reported a net loss of $1M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$7M
Participants
154
State
Industry
Educational Services

What the Filing Says About Local One Security Officers Union Money Purchase Pension Plan

Local One Security Officers Union Money Purchase Pension Plan is a Money Purchase retirement plan sponsored by New York University, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $7M in total end-of-year assets and covers 154 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 135562308, and the plan has been effective since 1999-05-03. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $8M at the beginning of 2022 to $7M at year-end — a decline of 16.0%. Net assets (after liabilities) closed the year at $7M, with reported net income of $-1,266,587 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$8M
Total Assets (End of Year)$7M
Net Assets (End of Year)$7M
Net Income$-1,266,587
Plan TypeMoney Purchase
Employer EIN135562308
Plan Effective Date1999-05-03
Filing StatusFILING RECEIVED

Sponsor Plan History (New York University)

Year Plans Participants Total Assets
2022 7 34,505 $9.7B
2023 8 55,791 $11.4B
2024 5 41,096 $12.3B

Nearby Money Purchase Plans in New York

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

Frequently Asked Questions

How much money is in the Local One Security Officers Union Money Purchase Pension Plan?
As of the 2022 Form 5500 filing, Local One Security Officers Union Money Purchase Pension Plan holds $7M in total assets with 154 participants. It is sponsored by New York University.
What type of plan is Local One Security Officers Union Money Purchase Pension Plan?
Local One Security Officers Union Money Purchase Pension Plan is a Money Purchase plan. It has been effective since 1999-05-03. The plan is filed with the U.S. Department of Labor under EIN 135562308.
Who sponsors the Local One Security Officers Union Money Purchase Pension Plan?
Local One Security Officers Union Money Purchase Pension Plan is sponsored by New York University, located in New York. The sponsor's EIN is 135562308 and the plan operates in the Educational Services industry.
How did Local One Security Officers Union Money Purchase Pension Plan perform in 2022?
Local One Security Officers Union Money Purchase Pension Plan declined by 16.0% during 2022, moving from $8M to $7M in total assets. Net income was $-1,266,587.
Where can I find official filings for Local One Security Officers Union Money Purchase Pension Plan?
Official Form 5500 filings for Local One Security Officers Union Money Purchase Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 135562308 or plan name at efast.dol.gov.
How does Local One Security Officers Union Money Purchase Pension Plan compare to other plans?
You can compare Local One Security Officers Union Money Purchase Pension Plan against other Money Purchase plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 135562308.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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