Money Purchase · DOL Form 5500 · 2022
Itpeu Pension Fund Money Purchase Plan
Data updated 2026-08-25
- $141M
- Total assets Near avg plan size
- 14,627
- Participants Very large workforce
- 94th
- Percentile by assets National rank
- $9,633
- Avg per participant Low balance/head
Official DOL plan name: Itpeu Pension Fund · Sponsored by Itpeu Pension Fund · New Jersey · Other Services
$141M in assets, 14,627 participants
Itpeu Pension Fund's Itpeu Pension Fund reported $141M in total assets and 14,627 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #8,250 in Other Services (8,398 peers)
Coverage in New Jersey
Itpeu Pension Fund covers 14,627 participants in New Jersey, 17x the typical New Jersey plan (state average ~844 per filing). Assets: $141M.
- #8,250
- in Other Services (8,398 peers)
- +0.8%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Itpeu Pension Fund's outsized position by total assets
Itpeu Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$140,900,727 Top 6% higher than 94% 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
Itpeu Pension Fund's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Itpeu Pension Fund is a mega filing (14,627 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 112506736 · Itpeu Pension Fund PY 2022 · Money Purchase
Itpeu Pension Fund · $141M · 14,627 · 94th
- EBSA $141M
- EBSA 14,627
- EBSA 94th
- EBSA Money Purchase
- EBSA near Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan
- EBSA ind #8250
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 Other Services retirement plans → · Plans in New Jersey →
Itpeu Pension Fund in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $140M |
|---|---|
| Net Assets (End of Year) | $141M |
| Net Income | $1M |
| Employer EIN | 112506736 |
| Plan Effective Date | 1979-08-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Itpeu Pension Fund)
Sponsor-wide plan assets over time
All Itpeu Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $173M 22.604500117305996% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 14,627 | $141M |
| 2023 | 1 | 15,693 | $161M |
| 2024 | 1 | 15,782 | $173M |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Local 68 Engineers Union Annuity Plan $871M · 5,455
- Nysa-Ila Money Purchase Pension Fund and Plan $659M · 4,255
- Educational Testing Service 401(a) Retirement Plan $525M · 3,282
- Ironworkers Local 11 Annuity Fund $384M · 1,139
- Plumbers & Pipefitters Local 9 Surety Plan $257M · 1,957
Scale composition for Itpeu Pension Fund
Itpeu Pension Fund reports $141M in end-of-year assets across 14,627 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.016% of 93,925,755 covered participants) - about $9,633 per participant (7% of the national average assets-per-participant) . Net income for plan year 2022 was $1M.
This plan identity (EIN 112506736, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $141M to $173M (+22.6%) while covered participants moved from 14,627 to 15,782 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 14,627 | $141M | This page |
| 2023 | 15,693 | $161M | Open filing |
| 2024 · index core | 15,782 | $173M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Itpeu Pension Fund (Money Purchase, $173M, 15,782 participants)
Itpeu Pension Fund's out-of-state Money Purchase peers by assets and headcount
Outside New Jersey, the nearest Money Purchase by assets is Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan in MA ($141M); by covered participants it is Scripps Health Retirement Savings Plan in CA (14,961 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($141M here).
- Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan (MA) $141M · 261
- Milton Hershey School Money Purchase Pension Plan (PA) $140M · 1,309
- Teamsters Local 802 Annuity Fund (NY) $140M · 470
- Equinor US Holdings Inc. Money Purchase Pension Plan (CT) $142M · 593
Similar participant headcount
Nearest other-state filings by covered participants (14,627 participants); asset peers above are excluded.
- Scripps Health Retirement Savings Plan (CA) 14,961 · 334 off
- Southern States Savings & Retirement Plan Trust (FL) 13,122 · 1,505 off
- Harvard University Defined Contribution Retirement Plan (MA) 12,417 · 2,210 off
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. (CA) 17,035 · 2,408 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.