Money Purchase · DOL Form 5500 · 2022

Local 33 Safety Professionals of America Annuity Fund Money Purchase Plan

Data updated 2026-08-11

$34K
Total assets
4
Participants
3rd
Percentile by assets
$8,613
Avg per participant
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Official DOL plan name: Local 33 Safety Professionals of America Annuity Fund · Sponsored by Local 33 Safety Professionals of America Annuity Fund · New York · Finance & Insurance

$34K in assets, 4 participants

Local 33 Safety Professionals of America Annuity Fund's Local 33 Safety Professionals of America Annuity Fund reported $34K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 3rd 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.

  • 3rd percentile by assets (of 139,126 plans)
  • #168 in Finance & Insurance (9,261 peers)

Local 33 Safety Professionals of America Annuity Fund multi-year trail

Local 33 Safety Professionals of America Annuity Fund's plans moved +11.2% in assets from 2022 to 2024; this filing shows Local 33 Safety Professionals of America Annuity Fund at $34K / 4 participants.

$34K
total plan assets (2022 EOY)
4
covered participants
3rd
percentile by assets (of 139,126 plans)
$8,613
avg assets per participant
State

Local 33 Safety Professionals of America Annuity Fund across 3 plan years on file

Across the 3 plan years Local 33 Safety Professionals of America Annuity Fund has on file (2022-2024), sponsor-wide plan assets have moved from $34K to $38K, a gain of 11.2%, while reported participants moved from 4 to 4 (+0.0%). Peak year by sponsor assets: 2024 ($38K); trough: 2022 ($34K).

Local 33 Safety Professionals of America Annuity Fund multi-year asset trail

$0.03M$0.03M$0.04M$0.04M$0.05M 202220232024 $0.03M $0.04M ▲ +33.3%
Total plan assets by year, all Local 33 Safety Professionals of America Annuity Fund plans on file
Year Plans Participants Total Assets
2022 1 4 $34K
2023 1 4 $38K
2024 1 4 $38K

Local 33 Safety Professionals of America Annuity Fund filing trail (2022)

Total Assets (Beginning of Year)$30K
Net Assets (End of Year)$34K
Net Income$4K
Employer EIN821065312
Plan Effective Date2015-07-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

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

Local 33 Safety Professionals of America Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants

Local 33 Safety Professionals of America Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Local 33 Safety Prof…Tiaa Retirement PlanYoung Men's Christia…McKinsey & Company, …Brookhaven Science A…Iron Workers Locals …
Local 33 Safety Professionals of America Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Local 33 Safety Professionals of America Annuity Fund by total assets, not by location.

Frequently Asked Questions

How did Local 33 Safety Professionals of America Annuity Fund assets move in 2022?
Local 33 Safety Professionals of America Annuity Fund grew at a solid clip - up 14.6% during 2022, from $30K to $34K. Reported net income was $4K.
How have Local 33 Safety Professionals of America Annuity Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Local 33 Safety Professionals of America Annuity Fund's sponsor-wide assets grew 11.2%, from $34K to $38K.
Where does Local 33 Safety Professionals of America Annuity Fund rank by assets among Form 5500 filers?
Local 33 Safety Professionals of America Annuity Fund ranks in the 3rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Local 33 Safety Professionals of America Annuity Fund?
Among Money Purchase plans in other states, the closest by assets is Rafael Mateu Cintron Retirement Plan Trust in PR ($34K, 4 participants).

Next read for Local 33 Safety Professionals of America…

Multi-year trail

Ways to act on Local 33 Safety Professionals of America Annuity Fund's numbers.

  • By total assets, Local 33 Safety Professionals of America Annuity Fund ranks among the smaller plans by assets on file. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
  • Local 33 Safety Professionals of America Annuity Fund's sponsor-wide assets have grown 11.2% since 2022 across 3 plan years on file. More Finance & Insurance plans