Money Purchase · DOL Form 5500 · 2022

Board of Trustees Nysa-Ila Med and Money Purchase Plan

Data updated 2026-08-11

$24M
Total assets
65
Participants
80th
Percentile by assets
$376,479
Avg per participant
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Official DOL plan name: Nysa-Ila Medical and Clinical Services Fund Retirement Trust and Plan · Sponsored by Board of Trustees Nysa-Ila Med and · New Jersey · Transportation & Warehousing

$24M in assets, 65 participants

Board of Trustees Nysa-Ila Med and's Nysa-Ila Medical and Clinical Services Fund Retirement Trust and Plan reported $24M in total assets and 65 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • 80th percentile by assets (of 139,126 plans)
  • #3,099 in Transportation & Warehousing (3,876 peers)

Where Nysa-Ila Medical and Clinical Services Fund Retirement Trust and Plan sits by assets

Nysa-Ila Medical and Clinical Services Fund Retirement Trust and Plan sits in the top quartile of all filed plans by assets, $24M for 65 participants (~$376,479/participant), down 2.0% in 2022.

$24M
total plan assets (2022 EOY)
65
covered participants
80th
percentile by assets (of 139,126 plans)
$376,479
avg assets per participant

The plan reported a net loss of $510K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nysa-Ila Medical and Clinical Services Fund Retirement Trust and Plan vs the 2022 asset distribution

By assets, Nysa-Ila Medical and Clinical Services Fund Retirement Trust and Plan outranks 80% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$24M
Net Income-$510K
Employer EIN136320346
Plan Effective Date1960-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Nysa-Ila Med and)

$24M$24.5M$25M$25.5M$26M 202220232024 $24.5M $25.8M ▲ +5.6%
Total plan assets by year, all Board of Trustees Nysa-Ila Med and plans on file
Year Plans Participants Total Assets
2022 1 65 $24M
2023 1 65 $24M
2024 1 64 $26M

Nearby Money Purchase Plans in New Jersey

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

Nysa-Ila Medical and Clinical Services Fund Retirement Trust and Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants

Nysa-Ila Medical and Clinical Services Fund Retirement Trust and Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -20002004006008001000 Total assets ($M) Participants Nysa-Ila Medical and…Local 68 Engineers U…Nysa-Ila Money Purch…Educational Testing …Ironworkers Local 11…Plumbers & Pipefitte…
Nysa-Ila Medical and Clinical Services Fund Retirement Trust and Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Nysa-Ila Medical and Clinical Services Fund Retirement Trust and Plan by total assets, not by location.

Frequently Asked Questions

How did Nysa-Ila Medical and Clinical Services Fund Retirement Trust and Plan assets move in 2022?
Nysa-Ila Medical and Clinical Services Fund Retirement Trust and Plan edged down modestly - down 2.0% during 2022, from $25M to $24M. Reported net income was -$510K.
How have Board of Trustees Nysa-Ila Med and plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees Nysa-Ila Med and's sponsor-wide assets grew 5.6%, from $24M to $26M.
Where does Nysa-Ila Medical and Clinical Services Fund Retirement Trust and Plan rank by assets among Form 5500 filers?
Nysa-Ila Medical and Clinical Services Fund Retirement Trust and Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Nysa-Ila Medical and Clinical Services Fund Retirement Trust and Plan?
Among Money Purchase plans in other states, the closest by assets is Waianae Coast Comprehensive Health Center Pension Trust Plan in HI ($24M, 483 participants).

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