Money Purchase
2022 plan-year Money Purchase DOL Form 5500

YOUNG MEN'S CHRISTIAN ASSOCIATION RETIREMENT FUND RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

YOUNG MEN'S CHRISTIAN ASSOCIATION RETIREMENT FUND

This Money Purchase plan holds $3.6B in total assets and serves 42,922 participants as of 2022. It is sponsored by YOUNG MEN'S CHRISTIAN ASSOCIATION RETIREMENT FUND in New York. The plan reported positive net income of $90M for the year.

Total Assets (2023)
$3.6B
Participants
42,922
State
Industry
Other Services

What the Filing Says About YOUNG MEN'S CHRISTIAN ASSOCIATION RETIREMENT FUND RETIREMENT PLAN

YOUNG MEN'S CHRISTIAN ASSOCIATION RETIREMENT FUND RETIREMENT PLAN is a Money Purchase retirement plan sponsored by YOUNG MEN'S CHRISTIAN ASSOCIATION RETIREMENT FUND, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $3.6B in total end-of-year assets and covers 42,922 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 135562401, and the plan has been effective since 1922-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3.5B at the beginning of 2022 to $3.6B at year-end — a gain of 2.5%. Net assets (after liabilities) closed the year at $3.6B, with reported net income of $90M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$3.5B
Total Assets (End of Year)$3.6B
Net Assets (End of Year)$3.6B
Net Income$90M
Plan TypeMoney Purchase
Employer EIN135562401
Plan Effective Date1922-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (YOUNG MEN'S CHRISTIAN ASSOCIATION RETIREMENT FUND)

Year Plans Participants Total Assets
2022 1 42,922 $3.6B
2023 1 43,490 $3.7B
2024 1 47,199 $3.9B

Nearby Money Purchase Plans in New York

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Frequently Asked Questions

How much money is in the YOUNG MEN'S CHRISTIAN ASSOCIATION RETIREMENT FUND RETIREMENT PLAN?
As of the 2022 Form 5500 filing, YOUNG MEN'S CHRISTIAN ASSOCIATION RETIREMENT FUND RETIREMENT PLAN holds $3.6B in total assets with 42,922 participants. It is sponsored by YOUNG MEN'S CHRISTIAN ASSOCIATION RETIREMENT FUND.
What type of plan is YOUNG MEN'S CHRISTIAN ASSOCIATION RETIREMENT FUND RETIREMENT PLAN?
YOUNG MEN'S CHRISTIAN ASSOCIATION RETIREMENT FUND RETIREMENT PLAN is a Money Purchase plan. It has been effective since 1922-07-01. The plan is filed with the U.S. Department of Labor under EIN 135562401.
Who sponsors the YOUNG MEN'S CHRISTIAN ASSOCIATION RETIREMENT FUND RETIREMENT PLAN?
YOUNG MEN'S CHRISTIAN ASSOCIATION RETIREMENT FUND RETIREMENT PLAN is sponsored by YOUNG MEN'S CHRISTIAN ASSOCIATION RETIREMENT FUND, located in New York. The sponsor's EIN is 135562401 and the plan operates in the Other Services industry.
How did YOUNG MEN'S CHRISTIAN ASSOCIATION RETIREMENT FUND RETIREMENT PLAN perform in 2022?
YOUNG MEN'S CHRISTIAN ASSOCIATION RETIREMENT FUND RETIREMENT PLAN grew by 2.5% during 2022, moving from $3.5B to $3.6B in total assets. Net income was $90M.
Where can I find official filings for YOUNG MEN'S CHRISTIAN ASSOCIATION RETIREMENT FUND RETIREMENT PLAN?
Official Form 5500 filings for YOUNG MEN'S CHRISTIAN ASSOCIATION RETIREMENT FUND RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 135562401 or plan name at efast.dol.gov.
How does YOUNG MEN'S CHRISTIAN ASSOCIATION RETIREMENT FUND RETIREMENT PLAN compare to other plans?
You can compare YOUNG MEN'S CHRISTIAN ASSOCIATION RETIREMENT FUND RETIREMENT PLAN against other Money Purchase plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 135562401.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.