Money Purchase · DOL Form 5500 · 2022
Board of Trustees of Marble Money Purchase Plan
Data updated 2026-08-11
- $86M
- Total assets
- 399
- Participants
- 92nd
- Percentile by assets
- $215,748
- Avg per participant
Official DOL plan name: Marble Industry Annuity Trust Fund · Sponsored by Board of Trustees of Marble · New York · Finance & Insurance
$86M in assets, 399 participants
Board of Trustees of Marble's Marble Industry Annuity Trust Fund reported $86M in total assets and 399 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.
- 92nd percentile by assets (of 139,126 plans)
- #8,060 in Finance & Insurance (9,261 peers)
Where Marble Industry Annuity Trust Fund sits by assets
Marble Industry Annuity Trust Fund sits in the top 10% of all filed plans by assets, $86M for 399 participants (~$215,748/participant), down 12.8% in 2022.
- $86M
- total plan assets (2022 EOY)
- 399
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $215,748
- avg assets per participant
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Marble Industry Annuity Trust Fund vs the 2022 asset distribution
By assets, Marble Industry Annuity Trust Fund outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $99M |
|---|---|
| Net Assets (End of Year) | $86M |
| Net Income | -$13M |
| Employer EIN | 132967109 |
| Plan Effective Date | 1951-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Marble)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 815 | $169M |
| 2023 | 2 | 763 | $178M |
| 2024 | 2 | 666 | $187M |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Marble Industry Annuity Trust Fund vs. nearby Money Purchase plans in New York, assets vs. participants
- Tiaa Retirement Plan $4.5B · 11,825
- Young Men's Christian Association Retirement Fund Retirement Plan $3.6B · 42,922
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $1.7B · 11,845
- Brookhaven Science Associates, LLC Retirement Plan $1.3B · 2,436
- Iron Workers Locals 40,361, & 417 Annuity Fund $1.1B · 5,068
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Marble Industry Annuity Trust Fund by total assets, not by location.
Frequently Asked Questions
How did Marble Industry Annuity Trust Fund assets move in 2022? ▼
How have Board of Trustees of Marble plan assets changed over time? ▼
Where does Marble Industry Annuity Trust Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Marble Industry Annuity Trust Fund? ▼
Next read for Marble Industry Annuity Trust Fund
Scale reading
Ways to act on Marble Industry Annuity Trust Fund's numbers.
- By total assets, Marble Industry Annuity Trust Fund ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Board of Trustees of Marble's sponsor-wide assets have grown 10.7% since 2022 across 3 plan years on file. More Finance & Insurance plans