Money Purchase · DOL Form 5500 · 2023

Asheville Transit Management, LLC Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
63
Participants Small participant base
31st
Percentile by assets National rank
$32,121
Avg per participant Low balance/head
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Official DOL plan name: Asheville Transit Employees Money Purchase Pension Plan · Sponsored by Asheville Transit Management, LLC · North Carolina · Transportation & Warehousing

$2M in assets, 63 participants

Asheville Transit Management, LLC's Asheville Transit Employees Money Purchase Pension Plan reported $2M in total assets and 63 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,014 in Transportation & Warehousing (3,362 peers)

Asheville Transit Management, LLC multi-year trail

Asheville Transit Management, LLC's plans moved +99.5% in assets from 2022 to 2023; this filing shows Asheville Transit Employees Money Purchase Pension Plan at $2M / 63 participants.

#1,014
in Transportation & Warehousing (3,362 peers)
+18.4%
assets growth YoY

Asheville Transit Employees Money Purchase Pension Plan among the smaller filed plans by assets

Asheville Transit Employees Money Purchase Pension Plan vs every filed plan by assets

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

$2,023,648 31st percentile higher than 31% 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

Asheville Transit Employees Money Purchase Pension 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. Asheville Transit Employees Money Purchase Pension Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Asheville Transit Employees Money Purchase Pension Plan reported net income rose from -$216K in the plan year 2022 filing to $168K in the plan year 2023 filing.
  • Asheville Transit Employees Money Purchase Pension Plan end-of-year assets fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Asheville Transit Employees Money Purchase Pension Plan reported participants fell from 79 in the plan year 2022 filing to 63 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 822344007 · Asheville Transit Management, LLC PY 2023 · Money Purchase

Asheville Transit Employees Money Purchase Pension Plan · $2M · 63 · 31st

  • IND $2M
  • IND 63
  • IND 31st
  • IND Money Purchase
  • IND near Retirement Plan of Seward Prosser Mellon Separate Trust
  • IND ind #1014

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 Transportation & Warehousing retirement plans → · Plans in North Carolina →

Asheville Transit Employees Money Purchase Pension Plan in the asset neighbourhood

Robert J King Jr Defined Benefit Pension PlanRobert J King Jr Defined Ben…$2MAsheville Transit Employees Money Purchase Pension PlanAsheville Transit Employees …$2MRetirement Plan of Seward Prosser Mellon Separate TrustRetirement Plan of Seward Pr…$2MMidland Pathology Associates P.C. Employee Pension Plan and TrustMidland Pathology Associates…$2MJames a. Sweet, Cpa Keogh PlanJames a. Sweet, Cpa Keogh Pl…$2M
End-of-year total assets ($M) among Asheville Transit Employees Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Asheville Transit Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Asheville Transit Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 99.46936676379265% vs 2022
2023 filing year
$2M$3M$4M$5M$6M 20222023 $2.59M $5.17M ▲ +99.6%
Year Plans Participants Total Assets
2022 1 79 $3M
2023 2 131 $5M

Asheville Transit Management, LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$168K
Employer EIN822344007
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in North Carolina

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

Asheville Transit Employees Money Purchase Pension Plan vs. nearby Money Purchase plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -2000200400600 Total assets ($M) Participants Asheville Transit Employees Money Purchase Pension Plan, Total assets ($M): 2.023648 · Participants: 63Asheville Transit Employees Money Purchase Pension PlanMoney Purchase Pension Plan of Wake Forest University Health Sciences, Total assets ($M): 503.650953 · Participants: 2131Money Purchase Pension Plan of Wake Forest University Health SciencesFhi 360 Employees' Pension Plan, Total assets ($M): 230.978763 · Participants: 1409Fhi 360 Employees' Pension PlanNew England Life Insurance Company Agents' Retirement Plan and Trust, Total assets ($M): 87.622239 · Participants: 0New England Life Insurance Company Agents' Retirement Plan and TrustOup USA Defined Contribution Retirement Plan, Total assets ($M): 75.929421 · Participants: 370Oup USA Defined Contribution Retirement PlanCarteret County General Hospital Money Purchase Pension Plan, Total assets ($M): 54.526379 · Participants: 896Carteret County General Hospital Money Purchase Pension Plan
Asheville Transit Employees Money Purchase Pension Plan vs. nearby Money Purchase plans in North Carolina, assets vs. participants
Compare Asheville Transit Employees Money Purchase Pension Plan side-by-side with 3 peers →

Asheville Transit Employees Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside North Carolina, the nearest Money Purchase by assets is Retirement Plan of Seward Prosser Mellon Separate Trust in PA ($2M); by covered participants it is Mbia Inc. Employees Pension Plan in NY (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 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 Asheville Transit Employees Money Purchase Pension Plan assets move in 2023? ▼
Asheville Transit Employees Money Purchase Pension Plan grew sharply - up 18.4% during 2023, from $2M to $2M. Reported net income was $168K.
How have Asheville Transit Management, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Asheville Transit Management, LLC's sponsor-wide assets grew 99.5%, from $3M to $5M.
Which Money Purchase plans are similar in size to Asheville Transit Employees Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Retirement Plan of Seward Prosser Mellon Separate Trust in PA ($2M, 15 participants).
Which Money Purchase plans cover a similar participant headcount to Asheville Transit Employees Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Mbia Inc. Employees Pension Plan in NY (64 participants, $126M 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 822344007.

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.