Money Purchase · DOL Form 5500 · 2022

Urban Resource Institute Money Purchase Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
493
Participants Below avg headcount
71st
Percentile by assets National rank
$27,543
Avg per participant Low balance/head
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Official DOL plan name: Uri Employee's Retirement Pension Plan · Sponsored by Urban Resource Institute · New York · Healthcare & Social Assistance

$14M in assets, 493 participants

Urban Resource Institute's Uri Employee's Retirement Pension Plan reported $14M in total assets and 493 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #15,149 in Healthcare & Social Assistance (20,060 peers)

Urban Resource Institute multi-year trail

Urban Resource Institute's plans moved +34.9% in assets from 2022 to 2024; this filing shows Uri Employee's Retirement Pension Plan at $14M / 493 participants.

#15,149
in Healthcare & Social Assistance (20,060 peers)
+14.6%
assets growth YoY

Uri Employee's Retirement Pension Plan's outsized position by total assets

Uri Employee's Retirement Pension Plan vs every filed plan by assets

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

$13,578,746 Top 29% higher than 71% 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

Uri Employee's Retirement Pension Plan 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. Uri Employee's Retirement Pension Plan sits mid-pack in the medium band (493 participants).

DOL schedule card

Filing strip 112561648 · Urban Resource Institute PY 2022 · Money Purchase

Uri Employee's Retirement Pension Plan · $14M · 493 · 71st

  • BOY $14M
  • SCH 493
  • EBSA 71st
  • PART Money Purchase
  • TYPE near Terry Reilly Health Services Money Purchase Plan
  • NET ind #15149

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 →

Uri Employee's Retirement Pension Plan in the asset neighbourhood

Composition Roofers Industry Local No. 10 Pension PlanComposition Roofers Industry…$14MUri Employee's Retirement Pension PlanUri Employee's Retirement Pe…$14MTerry Reilly Health Services Money Purchase PlanTerry Reilly Health Services…$14MMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, I…$14MMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, I…$14M
End-of-year total assets ($M) among Uri Employee's Retirement Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Urban Resource Institute multi-year asset trail

Sponsor-wide plan assets over time

All Urban Resource Institute plans reported in each filing year

Latest sponsor-wide plan assets
$18M 34.86832289226118% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.6M $18.3M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 493 $14M
2023 1 415 $16M
2024 1 596 $18M

Urban Resource Institute filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN112561648
Plan Effective Date2012-10-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

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

Uri Employee's Retirement Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Uri Employee's Retirement Pension Plan, Total assets ($B): 0.013578746 · Participants: 493Uri Employee's Retirement Pension PlanTiaa Retirement Plan, Total assets ($B): 4.543178238 · Participants: 11825Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.62423 · Participants: 42922Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.717200853 · Participants: 11845McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.251409519 · Participants: 2436Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40,361, & 417 Annuity Fund, Total assets ($B): 1.072542175 · Participants: 5068Iron Workers Locals 40,361, & 417 Annuity Fund
Uri Employee's Retirement Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants

Uri Employee's Retirement Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Terry Reilly Health Services Money Purchase Plan in ID ($14M); by covered participants it is Carnegie Institution of Washington Retirement Plan in DC (494 participants). Same-state nearby plans are listed separately above.

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 Uri Employee's Retirement Pension Plan assets move in 2022? ▼
Uri Employee's Retirement Pension Plan grew at a solid clip - up 14.6% during 2022, from $12M to $14M. Reported net income was $2M.
How have Urban Resource Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Urban Resource Institute's sponsor-wide assets grew 34.9%, from $14M to $18M.
Which Money Purchase plans are similar in size to Uri Employee's Retirement Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Terry Reilly Health Services Money Purchase Plan in ID ($14M, 328 participants).
Which Money Purchase plans cover a similar participant headcount to Uri Employee's Retirement Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Carnegie Institution of Washington Retirement Plan in DC (494 participants, $204M in assets).