Money Purchase · DOL Form 5500 · 2022
Bd of Trustees Local 210-Affiliated Annu C/0 Savasta and Company Money Purchase Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 193
- Participants Below avg headcount
- 44th
- Percentile by assets National rank
- $19,170
- Avg per participant Low balance/head
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.
- #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.
- #2,816
- in Finance & Insurance (9,261 peers)
- -19.5%
- assets change YoY
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.
Local 210 - Affiliated Annuity Fund's mid-pack asset rank among Finance & Insurance and all filers
Local 210 - Affiliated Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,699,796 44th percentile higher than 44% 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
Local 210 - Affiliated Annuity 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. Local 210 - Affiliated Annuity Fund sits mid-pack in the medium band (193 participants).
Form 5500 schedule snapshot
Filing strip 132535703 · Bd of Trustees Local 210-Affiliated Annu C/0 Savasta and Company PY 2022 · Money Purchase
Local 210 - Affiliated Annuity Fund · $4M · 193 · 44th
- IND $4M
- EOY 193
- 5500 44th
- ASSETS Money Purchase
- PCT near Wayne Center 401(a)DC Plan
- EIN ind #2816
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 →
Local 210 - Affiliated Annuity Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Bd of Trustees Local 210-Affiliated Annu C/0 Savasta and Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 20.552971028672932% vs 2022
- 2024 filing year
| 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.
- 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
Local 210 - Affiliated Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Wayne Center 401(a)DC Plan in MI ($4M); by covered participants it is Iron Workers Local 451 Annuity Fund in DE (193 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (193 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.