Money Purchase · DOL Form 5500 · 2022

Board of Trustees Money Purchase Plan

Data updated 2026-08-25

$659M
Total assets Above avg plan size
4,255
Participants Above avg headcount
98th
Percentile by assets National rank
$154,790
Avg per participant Above avg balance/head
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Official DOL plan name: Nysa-Ila Money Purchase Pension Fund and Plan · Sponsored by Board of Trustees · New Jersey · Transportation & Warehousing

$659M in assets, 4,255 participants

Board of Trustees's Nysa-Ila Money Purchase Pension Fund and Plan reported $659M in total assets and 4,255 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #3,782 in Transportation & Warehousing (3,876 peers)

Coverage in New Jersey

Nysa-Ila Money Purchase Pension Fund and Plan covers 4,255 participants in New Jersey, 5.0x the typical New Jersey plan (state average ~844 per filing). Assets: $659M.

#3,782
in Transportation & Warehousing (3,876 peers)
-7.9%
assets change YoY
6.6×
vs typical plan assets (national mean)

The plan reported a net loss of $57M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nysa-Ila Money Purchase Pension Fund and Plan's outsized position by total assets

Nysa-Ila Money Purchase Pension Fund and Plan vs every filed plan by assets

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

$658,631,098 Top 2% higher than 98% 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

Nysa-Ila Money Purchase Pension Fund and Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nysa-Ila Money Purchase Pension Fund and Plan lands in the large band (4,255 participants).

Plan-year Form 5500 strip

Filing strip 133769078 · Board of Trustees PY 2022 · Money Purchase

Nysa-Ila Money Purchase Pension Fund and Plan · $659M · 4,255 · 98th

  • BOY $659M
  • SCH 4,255
  • EBSA 98th
  • PART Money Purchase
  • TYPE near Saint Louis University Retirement Plan
  • NET ind #3782

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 Transportation & Warehousing retirement plans → · Plans in New Jersey →

Nysa-Ila Money Purchase Pension Fund and Plan in the asset neighbourhood

401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff401(a) Def Cont Ret Plan for…$688MRetirement Plan for Employees of Fermi Research Alliance, LLCRetirement Plan for Employee…$669MPipefitters Local Union No. 537 Deferred Income Annuity Fund Individual Account PlanPipefitters Local Union No. …$662MSaint Louis University Retirement PlanSaint Louis University Retir…$659MNysa-Ila Money Purchase Pension Fund and PlanNysa-Ila Money Purchase Pens…$659M
End-of-year total assets ($M) among Nysa-Ila Money Purchase Pension Fund and Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$715M
Net Assets (End of Year)$659M
Net Income-$57M
Employer EIN133769078
Plan Effective Date1993-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees)

Sponsor-wide plan assets over time

All Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$936M 42.14001674728089% vs 2022
2024 filing year
$600M$700M$800M$900M$1,000M 202220232024 $659M $936M ▲ +42.1%
Year Plans Participants Total Assets
2022 1 4,255 $659M
2023 1 4,634 $787M
2024 1 4,689 $936M

Nearby Money Purchase Plans in New Jersey

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

Nysa-Ila Money Purchase Pension Fund and Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 0200040006000 2004006008001000 Total assets ($M) Participants Nysa-Ila Money Purchase Pension Fund and Plan, Total assets ($M): 658.631098 · Participants: 4255Nysa-Ila Money Purchase Pension Fund and PlanLocal 68 Engineers Union Annuity Plan, Total assets ($M): 871.227492 · Participants: 5455Local 68 Engineers Union Annuity PlanEducational Testing Service 401(a) Retirement Plan, Total assets ($M): 524.999965 · Participants: 3282Educational Testing Service 401(a) Retirement PlanIronworkers Local 11 Annuity Fund, Total assets ($M): 383.856684 · Participants: 1139Ironworkers Local 11 Annuity FundPlumbers & Pipefitters Local 9 Surety Plan, Total assets ($M): 257.331519 · Participants: 1957Plumbers & Pipefitters Local 9 Surety PlanLocal Union 400 IBEW Joint Annuity Plan, Total assets ($M): 249.904285 · Participants: 677Local Union 400 IBEW Joint Annuity Plan
Nysa-Ila Money Purchase Pension Fund and Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants

Nysa-Ila Money Purchase Pension Fund and Plan's out-of-state Money Purchase peers by assets and headcount

Outside New Jersey, the nearest Money Purchase by assets is Saint Louis University Retirement Plan in MO ($659M); by covered participants it is Southern California Sheet Metal Workers' 401(a) Plan in CA (4,288 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,255 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 Nysa-Ila Money Purchase Pension Fund and Plan assets move in 2022? ▼
Nysa-Ila Money Purchase Pension Fund and Plan pulled back noticeably - down 7.9% during 2022, from $715M to $659M. Reported net income was -$57M.
How have Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees's sponsor-wide assets grew 42.1%, from $659M to $936M.
Where does Nysa-Ila Money Purchase Pension Fund and Plan rank by assets among Form 5500 filers? ▼
Nysa-Ila Money Purchase Pension Fund and Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to Nysa-Ila Money Purchase Pension Fund and Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Saint Louis University Retirement Plan in MO ($659M, 2,110 participants).
Which Money Purchase plans cover a similar participant headcount to Nysa-Ila Money Purchase Pension Fund and Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Southern California Sheet Metal Workers' 401(a) Plan in CA (4,288 participants, $444M in assets).