Money Purchase · DOL Form 5500 · 2022
Evergreen Shipping Agency (America) Corporation Money Purchase Plan
Data updated 2026-08-25
- $94M
- Total assets Below avg plan size
- 344
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $272,573
- Avg per participant High balance/head
Official DOL plan name: Ega Money Purchase Pension Plan · Sponsored by Evergreen Shipping Agency (America) Corporation · New Jersey · Transportation & Warehousing
$94M in assets, 344 participants
Evergreen Shipping Agency (America) Corporation's Ega Money Purchase Pension Plan reported $94M in total assets and 344 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- #3,530 in Transportation & Warehousing (3,876 peers)
Coverage in New Jersey
Ega Money Purchase Pension Plan covers 344 participants in New Jersey, about 41% of the average New Jersey filer (state average ~844 per filing). Assets: $94M.
- #3,530
- in Transportation & Warehousing (3,876 peers)
- -16.2%
- assets change YoY
- 0.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ega Money Purchase Pension Plan's outsized position by total assets
Ega Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$93,765,038 Top 8% higher than 92% 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
Ega Money Purchase Pension Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ega Money Purchase Pension Plan sits mid-pack in the medium band (344 participants).
DOL schedule card
Filing strip 133373601 · Evergreen Shipping Agency (America) Corporation PY 2022 · Money Purchase
Ega Money Purchase Pension Plan · $94M · 344 · 92nd
- NET $94M
- BOOK 344
- VS-ST 92nd
- BOY Money Purchase
- SCH near University of Maryland Faculty Physicians, Inc. Money Purchase Pension Plan
- EBSA ind #3530
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 →
Ega Money Purchase Pension Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $112M |
|---|---|
| Net Assets (End of Year) | $94M |
| Net Income | -$18M |
| Employer EIN | 133373601 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Evergreen Shipping Agency (America) Corporation)
Sponsor-wide plan assets over time
All Evergreen Shipping Agency (America) Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $317M 22.311374005371718% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 688 | $259M |
| 2023 | 2 | 700 | $295M |
| 2024 | 2 | 723 | $317M |
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
- Nysa-Ila Money Purchase Pension Fund and Plan $659M · 4,255
- 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
Ega Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside New Jersey, the nearest Money Purchase by assets is University of Maryland Faculty Physicians, Inc. Money Purchase Pension Plan in MD ($93M); by covered participants it is United Steelworkers Local 14614 Supplemental Annuity Plan in KY (345 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($94M here).
Similar participant headcount
Nearest other-state filings by covered participants (344 participants); asset peers above are excluded.
- United Steelworkers Local 14614 Supplemental Annuity Plan (KY) 345 · 1 off
- James a. Scott & Son, Inc. Pension Plan (VA) 346 · 2 off
- The Contractors Retirement Plan (CO) 342 · 2 off
- Pga of America Employees Retirement Plan (FL) 346 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.