Money Purchase · DOL Form 5500 · 2023

New York University Money Purchase Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
144
Participants Small participant base
53rd
Percentile by assets National rank
$52,697
Avg per participant Low balance/head
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Official DOL plan name: Local One Security Officers Union Money Purchase Pension Plan · Sponsored by New York University · New York · Educational Services

$8M in assets, 144 participants

New York University's Local One Security Officers Union Money Purchase Pension Plan reported $8M in total assets and 144 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #1,359 in Educational Services (3,735 peers)

Coverage in New York

Local One Security Officers Union Money Purchase Pension Plan covers 144 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $8M.

#1,359
in Educational Services (3,735 peers)
+13.7%
assets growth YoY

Local One Security Officers Union Money Purchase Pension Plan's mid-pack asset rank among Educational Services and all filers

Local One Security Officers Union Money Purchase Pension Plan vs every filed plan by assets

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

$7,588,360 Top 47% higher than 53% 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

Local One Security Officers Union Money Purchase Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local One Security Officers Union Money Purchase Pension Plan sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local One Security Officers Union Money Purchase Pension Plan reported net income rose from -$1M in the plan year 2022 filing to $916K in the plan year 2023 filing.
  • Local One Security Officers Union Money Purchase Pension Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Local One Security Officers Union Money Purchase Pension Plan reported participants fell from 154 in the plan year 2022 filing to 144 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 135562308 · New York University PY 2023 · Money Purchase

Local One Security Officers Union Money Purchase Pension Plan · $8M · 144 · 53rd

  • EIN $8M
  • EIN 144
  • EIN 53rd
  • EIN Money Purchase
  • EIN near United Steelworkers Local 14614 Supplemental Annuity Plan
  • EIN ind #1359

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 Educational Services retirement plans → · Plans in New York →

Local One Security Officers Union Money Purchase Pension Plan in the asset neighbourhood

Star's Edge, Inc. Money Purchase PlanStar's Edge, Inc. Money Purc…$8MBrentwood Academy Retirement PlanBrentwood Academy Retirement…$8MLocal One Security Officers Union Money Purchase Pension PlanLocal One Security Officers …$8MUnited Steelworkers Local 14614 Supplemental Annuity PlanUnited Steelworkers Local 14…$8MCedar Valley Cheese, Inc. Money Purchase PlanCedar Valley Cheese, Inc. Mo…$8M
End-of-year total assets ($M) among Local One Security Officers Union Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$916K
Employer EIN135562308
Plan Effective Date1999-05-03
Filing StatusFILING RECEIVED

Sponsor Plan History (New York University)

Sponsor-wide plan assets over time

All New York University plans reported in each filing year

Latest sponsor-wide plan assets
$12.7B 30.815585757867964% vs 2022
2024 filing year
$9B$10B$11B$12B$13B$14B 202220232024 $9.74B $12.7B ▲ +30.8%
Year Plans Participants Total Assets
2022 7 34,505 $9.7B
2023 8 55,791 $11.4B
2024 7 48,031 $12.7B

Nearby Money Purchase Plans in New York

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

Local One Security Officers Union Money Purchase Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Local One Security Officers Union Money Purchase Pension Plan, Total assets ($B): 0.00758836 · Participants: 144Local One Security Officers Union Money Purchase Pension PlanTiaa Retirement Plan, Total assets ($B): 5.254874957 · Participants: 12501Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.73565 · Participants: 43490Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.981784839 · Participants: 15163McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.410735256 · Participants: 2473Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.151869619 · Participants: 4998Iron Workers Locals 40, 361 & 417 Annuity Fund
Local One Security Officers Union Money Purchase Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Local One Security Officers Union Money Purchase Pension Plan side-by-side with 3 peers →

Local One Security Officers Union Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is United Steelworkers Local 14614 Supplemental Annuity Plan in KY ($8M); by covered participants it is St Charles Youth & Family Services, Inc. Pension Plan in WI (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Local One Security Officers Union Money Purchase Pension Plan assets move in 2023? ▼
Local One Security Officers Union Money Purchase Pension Plan grew at a solid clip - up 13.7% during 2023, from $7M to $8M. Reported net income was $916K.
How have New York University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New York University's sponsor-wide assets grew 30.8%, from $9.7B to $12.7B.
Which Money Purchase plans are similar in size to Local One Security Officers Union Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is United Steelworkers Local 14614 Supplemental Annuity Plan in KY ($8M, 676 participants).
Which Money Purchase plans cover a similar participant headcount to Local One Security Officers Union Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is St Charles Youth & Family Services, Inc. Pension Plan in WI (144 participants, $7M 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 135562308.

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.