Money Purchase · DOL Form 5500 · 2022
Board of Trustees of Marble Money Purchase Plan
Data updated 2026-08-25
- $86M
- Total assets Below avg plan size
- 399
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $215,748
- Avg per participant Above avg balance/head
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.
- #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.
- #8,060
- in Finance & Insurance (9,261 peers)
- -12.8%
- assets change YoY
- 0.9×
- vs typical plan assets (national mean)
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's outsized position by total assets
Marble Industry Annuity Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$86,083,500 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
Marble Industry Annuity Trust Fund 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. Marble Industry Annuity Trust Fund sits mid-pack in the medium band (399 participants).
Plan-year Form 5500 strip
Filing strip 132967109 · Board of Trustees of Marble PY 2022 · Money Purchase
Marble Industry Annuity Trust Fund · $86M · 399 · 92nd
- EOY $86M
- EOY 399
- EOY 92nd
- EOY Money Purchase
- EOY near Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust
- EOY ind #8060
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 Finance & Insurance retirement plans → · Plans in New York →
Marble Industry Annuity Trust Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees of Marble plans reported in each filing year
- Latest sponsor-wide plan assets
- $187M 10.724573873099402% vs 2022
- 2024 filing year
| 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.
- 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
Marble Industry Annuity Trust Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust in WA ($85M); by covered participants it is Community Memorial Hospital Association Money Purchase Plan in MN (400 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($86M here).
Similar participant headcount
Nearest other-state filings by covered participants (399 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.