Money Purchase · DOL Form 5500 · 2022
Consortium for Worker Education, Inc. Money Purchase Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 83
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $190,008
- Avg per participant Above avg balance/head
Official DOL plan name: Consortium for Worker Education, Inc. 401(a) DC Pl · Sponsored by Consortium for Worker Education, Inc. · New York · Healthcare & Social Assistance
$16M in assets, 83 participants
Consortium for Worker Education, Inc.'s Consortium for Worker Education, Inc. 401(a) DC Pl reported $16M in total assets and 83 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #15,602 in Healthcare & Social Assistance (20,060 peers)
Consortium for Worker Education, Inc. multi-year trail
Consortium for Worker Education, Inc.'s plans moved +16.1% in assets from 2022 to 2024; this filing shows Consortium for Worker Education, Inc. 401(a) DC Pl at $16M / 83 participants.
- #15,602
- in Healthcare & Social Assistance (20,060 peers)
- -10.0%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Consortium for Worker Education, Inc. 401(a) DC Pl's outsized position by total assets
Consortium for Worker Education, Inc. 401(a) DC Pl vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,770,639 Top 27% higher than 73% 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
Consortium for Worker Education, Inc. 401(a) DC Pl among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Consortium for Worker Education, Inc. 401(a) DC Pl is a small filing (83 participants) on this national headcount ladder.
DOL schedule card
Filing strip 133564313 · Consortium for Worker Education, Inc. PY 2022 · Money Purchase
Consortium for Worker Education, Inc. 401(a) DC Pl · $16M · 83 · 73rd
- EIN $16M
- EIN 83
- EIN 73rd
- EIN Money Purchase
- EIN near Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust
- EIN ind #15602
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
Consortium for Worker Education, Inc. 401(a) DC Pl in the asset neighbourhood
Consortium for Worker Education, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Consortium for Worker Education, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 16.146143475860427% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 83 | $16M |
| 2023 | 1 | 80 | $18M |
| 2024 | 1 | 87 | $18M |
Consortium for Worker Education, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$2M |
| Employer EIN | 133564313 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
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
Consortium for Worker Education, Inc. 401(a) DC Pl's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust in MT ($16M); by covered participants it is Ionia County Community Mental Health Authority 401(a) Plan in MI (83 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (83 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.