Money Purchase · DOL Form 5500 · 2023
New Haven Legal Assistance Money Purchase Plan
Data updated 2026-08-11
- $6M
- Total assets
- 42
- Participants
- 47th
- Percentile by assets
- $133,779
- Avg per participant
Official DOL plan name: New Haven Legal Assistance Money Purchase Plan · Sponsored by New Haven Legal Assistance · Connecticut · Professional & Technical Services
$6M in assets, 42 participants
New Haven Legal Assistance's New Haven Legal Assistance Money Purchase Plan reported $6M in total assets and 42 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.
- 47th percentile by assets (of 127,072 plans)
- #9,079 in Professional & Technical Services (20,321 peers)
New Haven Legal Assistance multi-year trail
New Haven Legal Assistance's plans moved +48.1% in assets from 2022 to 2024; this filing shows New Haven Legal Assistance Money Purchase Plan at $6M / 42 participants.
- $6M
- total plan assets (2023 EOY)
- 42
- covered participants
- 47th
- percentile by assets (of 127,072 plans)
- $133,779
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- New Haven Legal Assistance Money Purchase Plan reported net income rose from -$686K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- New Haven Legal Assistance Money Purchase Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- New Haven Legal Assistance Money Purchase Plan reported participants rose from 39 in the plan year 2022 filing to 42 in the plan year 2023 filing.
New Haven Legal Assistance across 3 plan years on file
Across the 3 plan years New Haven Legal Assistance has on file (2022-2024), sponsor-wide plan assets have moved from $9M to $14M, a gain of 48.1%, while reported participants moved from 78 to 94 (+20.5%). Peak year by sponsor assets: 2024 ($14M); trough: 2022 ($9M).
New Haven Legal Assistance multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 78 | $9M |
| 2023 | 2 | 84 | $12M |
| 2024 | 2 | 94 | $14M |
New Haven Legal Assistance filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 060793269 |
| Plan Effective Date | 1979-10-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Connecticut
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
New Haven Legal Assistance Money Purchase Plan vs. nearby Money Purchase plans in Connecticut, assets vs. participants
- New England Electrical Workers Money Purchase Plan and Trust $746M · 8,403
- Equinor US Holdings Inc. Money Purchase Pension Plan $174M · 626
- Southern Ct IBEW Annuity Plan $79M · 467
- Money Purchase Retirement Plan of U.a. Local 716 $36M · 447
- IBEW Local No. 223 Deferred Income Plan $28M · 556
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to New Haven Legal Assistance Money Purchase Plan by total assets, not by location.
Frequently Asked Questions
How did New Haven Legal Assistance Money Purchase Plan assets move in 2023? ▼
How have New Haven Legal Assistance plan assets changed over time? ▼
Which Money Purchase plans are similar in size to New Haven Legal Assistance Money Purchase Plan? ▼
Next read for New Haven Legal Assistance Money Purchas…
Multi-year trail
Ways to act on New Haven Legal Assistance Money Purchase Plan's numbers.
- By total assets, New Haven Legal Assistance Money Purchase Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Connecticut. Compare plans
- New Haven Legal Assistance's sponsor-wide assets have grown 48.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans