Money Purchase · DOL Form 5500 · 2022

Machinists' Money Purchase Pension Fund Money Purchase Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
1,430
Participants Near avg headcount
89th
Percentile by assets National rank
$41,602
Avg per participant Low balance/head
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Official DOL plan name: Machinists' Money Purchase Pension Fund · Sponsored by Machinists' Money Purchase Pension Fund · New Jersey · Transportation & Warehousing

$59M in assets, 1,430 participants

Machinists' Money Purchase Pension Fund's Machinists' Money Purchase Pension Fund reported $59M in total assets and 1,430 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #3,418 in Transportation & Warehousing (3,876 peers)

Where Machinists' Money Purchase Pension Fund sits by assets

Machinists' Money Purchase Pension Fund sits in the top quartile of all filed plans by assets, $59M for 1,430 participants (~$41,602/participant), down 14.4% in 2022.

#3,418
in Transportation & Warehousing (3,876 peers)
-14.4%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Machinists' Money Purchase Pension Fund's outsized position by total assets

Machinists' Money Purchase Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$59,491,117 Top 11% higher than 89% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Machinists' Money Purchase Pension Fund's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Machinists' Money Purchase Pension Fund lands in the large band (1,430 participants).

Form 5500 schedule snapshot

Filing strip 223290508 · Machinists' Money Purchase Pension Fund PY 2022 · Money Purchase

Machinists' Money Purchase Pension Fund · $59M · 1,430 · 89th

  • BOOK $59M
  • VS-ST 1,430
  • BOY 89th
  • SCH Money Purchase
  • EBSA near The Harker School 401(a) Defined Contribution Plan
  • PART ind #3418

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 →

Machinists' Money Purchase Pension Fund in the asset neighbourhood

Plumbers & Steamfitters Local Union 52 Defined Con PlanPlumbers & Steamfitters Loca…$60MThe Harker School 401(a) Defined Contribution PlanThe Harker School 401(a) Def…$60MMachinists' Money Purchase Pension FundMachinists' Money Purchase P…$59MPlumbers & Steamfitters Local 184 Supplemental Pension PlanPlumbers & Steamfitters Loca…$59MEpstein Becker & Green, P.C. Target Benefit PlanEpstein Becker & Green, P.C.…$58M
End-of-year total assets ($M) among Machinists' Money Purchase Pension Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$59M
Net Income-$10M
Employer EIN223290508
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Machinists' Money Purchase Pension Fund)

Sponsor-wide plan assets over time

All Machinists' Money Purchase Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$68M 14.791710836426217% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $59.5M $68.3M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 1,430 $59M
2023 1 1,526 $64M
2024 1 1,759 $68M

Nearby Money Purchase Plans in New Jersey

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Machinists' Money Purchase Pension Fund vs. nearby Money Purchase plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 0100020003000400050006000 02004006008001000 Total assets ($M) Participants Machinists' Money Purchase Pension Fund, Total assets ($M): 59.491117 · Participants: 1430Machinists' Money Purchase Pension FundLocal 68 Engineers Union Annuity Plan, Total assets ($M): 871.227492 · Participants: 5455Local 68 Engineers Union Annuity PlanNysa-Ila Money Purchase Pension Fund and Plan, Total assets ($M): 658.631098 · Participants: 4255Nysa-Ila Money Purchase Pension Fund and PlanEducational Testing Service 401(a) Retirement Plan, Total assets ($M): 524.999965 · Participants: 3282Educational Testing Service 401(a) Retirement PlanIronworkers Local 11 Annuity Fund, Total assets ($M): 383.856684 · Participants: 1139Ironworkers Local 11 Annuity FundPlumbers & Pipefitters Local 9 Surety Plan, Total assets ($M): 257.331519 · Participants: 1957Plumbers & Pipefitters Local 9 Surety Plan
Machinists' Money Purchase Pension Fund vs. nearby Money Purchase plans in New Jersey, assets vs. participants
Compare Machinists' Money Purchase Pension Fund side-by-side with 3 peers →

Machinists' Money Purchase Pension Fund's out-of-state Money Purchase peers by assets and headcount

Outside New Jersey, the nearest Money Purchase by assets is The Harker School 401(a) Defined Contribution Plan in CA ($60M); by covered participants it is Local 1102 401(k) Retirement Plan in NY (1,437 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,430 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.

Frequently Asked Questions

How did Machinists' Money Purchase Pension Fund assets move in 2022? ▼
Machinists' Money Purchase Pension Fund pulled back noticeably - down 14.4% during 2022, from $70M to $59M. Reported net income was -$10M.
How have Machinists' Money Purchase Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Machinists' Money Purchase Pension Fund's sponsor-wide assets grew 14.8%, from $59M to $68M.
Where does Machinists' Money Purchase Pension Fund rank by assets among Form 5500 filers? ▼
Machinists' Money Purchase Pension Fund ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Machinists' Money Purchase Pension Fund? ▼
Among Money Purchase plans in other states, the closest by assets is The Harker School 401(a) Defined Contribution Plan in CA ($60M, 522 participants).
Which Money Purchase plans cover a similar participant headcount to Machinists' Money Purchase Pension Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Local 1102 401(k) Retirement Plan in NY (1,437 participants, $16M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 223290508.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.