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
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
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
New Jersey filing particulars
| Total Assets (Beginning of Year) | $715M |
|---|---|
| Net Assets (End of Year) | $659M |
| Net Income | -$57M |
| Employer EIN | 133769078 |
| Plan Effective Date | 1993-10-01 |
| Filing Status | FILING 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
| 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.
- Local 68 Engineers Union Annuity Plan $871M · 5,455
- Educational Testing Service 401(a) Retirement Plan $525M · 3,282
- Ironworkers Local 11 Annuity Fund $384M · 1,139
- Plumbers & Pipefitters Local 9 Surety Plan $257M · 1,957
- Local Union 400 IBEW Joint Annuity Plan $250M · 677
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($659M here).
- Saint Louis University Retirement Plan (MO) $659M · 2,110
- Pipefitters Local Union No. 537 Deferred Income Annuity Fund Individual Account Plan (MA) $662M · 3,123
- Retirement Plan for Employees of Fermi Research Alliance, LLC (IL) $669M · 1,625
- 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff (NH) $688M · 3,756
Similar participant headcount
Nearest other-state filings by covered participants (4,255 participants); asset peers above are excluded.
- Southern California Sheet Metal Workers' 401(a) Plan (CA) 4,288 · 33 off
- Mainegeneral Health Retirement Income Plan (ME) 4,330 · 75 off
- Hawaii Carpenters Financial Security Fund (HI) 4,036 · 219 off
- The George Washington University Retirement Plan for Faculty and Staff (VA) 4,007 · 248 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.