Money Purchase · DOL Form 5500 · 2022
Bd of Trustees Local 210-Affiliated Annu C/0 Savasta and Company Money Purchase Plan
Data updated 2026-08-11
- $4M
- Total assets
- 193
- Participants
- 44th
- Percentile by assets
- $19,170
- Avg per participant
Official DOL plan name: Local 210 - Affiliated Annuity Fund · Sponsored by Bd of Trustees Local 210-Affiliated Annu C/0 Savasta and Company · New York · Finance & Insurance
$4M in assets, 193 participants
Bd of Trustees Local 210-Affiliated Annu C/0 Savasta and Company's Local 210 - Affiliated Annuity Fund reported $4M in total assets and 193 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.
- 44th percentile by assets (of 139,126 plans)
- #2,816 in Finance & Insurance (9,261 peers)
Coverage in New York
Local 210 - Affiliated Annuity Fund covers 193 participants in New York, about 24% of the average New York filer (state average ~798 per filing). Assets: $4M.
- $4M
- total plan assets (2022 EOY)
- 193
- covered participants
- 44th
- percentile by assets (of 139,126 plans)
- $19,170
- avg assets per participant
The plan reported a net loss of $903K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Local 210 - Affiliated Annuity Fund reports 193 participants - about 24% of that state average ($4M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$903K |
| Employer EIN | 132535703 |
| Plan Effective Date | 1964-11-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trustees Local 210-Affiliated Annu C/0 Savasta and Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 193 | $4M |
| 2023 | 1 | 221 | $4M |
| 2024 | 1 | 240 | $4M |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Local 210 - Affiliated Annuity 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 Local 210 - Affiliated Annuity Fund by total assets, not by location.
- Wayne Center 401(a)DC Plan (MI) $4M · 52
- Optimized Process Furnaces, Inc. - Profit Sharing Plan (KS) $4M · 15
- Community Action Committee of Pike County Retirement Plan (OH) $4M · 237
- Catholic Charities of the Diocese of Pittsburgh, Inc. and It's Subsidiary Corporations Money Purchase Plan (PA) $4M · 74
Frequently Asked Questions
How did Local 210 - Affiliated Annuity Fund assets move in 2022? ▼
How have Bd of Trustees Local 210-Affiliated Annu C/0 Savasta and Company plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Local 210 - Affiliated Annuity Fund? ▼
Next read for Local 210 - Affiliated Annuity Fund
Filing takeaways
Ways to act on Local 210 - Affiliated Annuity Fund's numbers.
- By total assets, Local 210 - Affiliated Annuity Fund ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Bd of Trustees Local 210-Affiliated Annu C/0 Savasta and Company's sponsor-wide assets have grown 20.6% since 2022 across 3 plan years on file. More Finance & Insurance plans