Money Purchase · DOL Form 5500 · 2023

New Haven Legal Assistance Money Purchase Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
42
Participants Small participant base
47th
Percentile by assets National rank
$133,779
Avg per participant Near avg balance/head
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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.

  • #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.

#9,079
in Professional & Technical Services (20,321 peers)
+23.3%
assets growth YoY

New Haven Legal Assistance Money Purchase Plan's mid-pack asset rank among Professional & Technical Services and all filers

New Haven Legal Assistance Money Purchase Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,618,717 47th percentile higher than 47% of 127,068 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 2023

New Haven Legal Assistance Money Purchase Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New Haven Legal Assistance Money Purchase Plan is a small filing (42 participants) on this national headcount ladder.

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 060793269 · New Haven Legal Assistance PY 2023 · Money Purchase

New Haven Legal Assistance Money Purchase Plan · $6M · 42 · 47th

  • EBSA $6M
  • EBSA 42
  • EBSA 47th
  • EBSA Money Purchase
  • EBSA near Greeley County Health Services Inc. Employees Pension Plan
  • EBSA ind #9079

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 Professional & Technical Services retirement plans → · Plans in Connecticut →

New Haven Legal Assistance Money Purchase Plan in the asset neighbourhood

Police Athletic League, Inc. Money Purchase PlanPolice Athletic League, Inc.…$6MNew Haven Legal Assistance Money Purchase PlanNew Haven Legal Assistance M…$6MGreeley County Health Services Inc. Employees Pension PlanGreeley County Health Servic…$6MX-L Plastics, Inc. Money Purchase PlanX-L Plastics, Inc. Money Pur…$6MSwank Enterprises Inc Davis-Bacon Pension Plan and TrustSwank Enterprises Inc Davis-…$6M
End-of-year total assets ($M) among New Haven Legal Assistance Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

New Haven Legal Assistance multi-year asset trail

Sponsor-wide plan assets over time

All New Haven Legal Assistance plans reported in each filing year

Latest sponsor-wide plan assets
$14M 48.14725981908213% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.49M $14.1M ▲ +48.2%
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 EIN060793269
Plan Effective Date1979-10-01
Filing StatusFILING 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 Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants New Haven Legal Assistance Money Purchase Plan, Total assets ($M): 5.618717 · Participants: 42New Haven Legal Assistance Money Purchase PlanNew England Electrical Workers Money Purchase Plan and Trust, Total assets ($M): 746.047151 · Participants: 8403New England Electrical Workers Money Purchase Plan and TrustEquinor US Holdings Inc. Money Purchase Pension Plan, Total assets ($M): 173.736211 · Participants: 626Equinor US Holdings Inc. Money Purchase Pension PlanSouthern Ct IBEW Annuity Plan, Total assets ($M): 78.724205 · Participants: 467Southern Ct IBEW Annuity PlanMoney Purchase Retirement Plan of U.a. Local 716, Total assets ($M): 36.06523 · Participants: 447Money Purchase Retirement Plan of U.a. Local 716IBEW Local No. 223 Deferred Income Plan, Total assets ($M): 27.50459 · Participants: 556IBEW Local No. 223 Deferred Income Plan
New Haven Legal Assistance Money Purchase Plan vs. nearby Money Purchase plans in Connecticut, assets vs. participants
Compare New Haven Legal Assistance Money Purchase Plan side-by-side with 3 peers →

New Haven Legal Assistance Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Connecticut, the nearest Money Purchase by assets is Greeley County Health Services Inc. Employees Pension Plan in KS ($6M); by covered participants it is Iatse Local 66 Pension Plan in OH (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did New Haven Legal Assistance Money Purchase Plan assets move in 2023? ▼
New Haven Legal Assistance Money Purchase Plan grew sharply - up 23.3% during 2023, from $5M to $6M. Reported net income was $1M.
How have New Haven Legal Assistance plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Haven Legal Assistance's sponsor-wide assets grew 48.1%, from $9M to $14M.
Which Money Purchase plans are similar in size to New Haven Legal Assistance Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Greeley County Health Services Inc. Employees Pension Plan in KS ($6M, 109 participants).
Which Money Purchase plans cover a similar participant headcount to New Haven Legal Assistance Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Iatse Local 66 Pension Plan in OH (42 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 060793269.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.