Money Purchase · DOL Form 5500 · 2023
Legal Aid Society of Orange County, Inc. Money Purchase Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 30
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $86,060
- Avg per participant Below avg balance/head
Official DOL plan name: Legal Aid Society of Orange County Inc. Money Purchase Plan · Sponsored by Legal Aid Society of Orange County, Inc. · New York · Professional & Technical Services
$3M in assets, 30 participants
Legal Aid Society of Orange County, Inc.'s Legal Aid Society of Orange County Inc. Money Purchase Plan reported $3M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.
- #6,139 in Professional & Technical Services (20,321 peers)
2023 asset change
Legal Aid Society of Orange County Inc. Money Purchase Plan pulled back noticeably 9.5% in 2023 ($3M → $3M) for 30 participants.
- #6,139
- in Professional & Technical Services (20,321 peers)
- -9.5%
- assets change YoY
The plan reported a net loss of $273K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Legal Aid Society of Orange County Inc. Money Purchase Plan's mid-pack asset rank among Professional & Technical Services and all filers
Legal Aid Society of Orange County Inc. Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,581,808 34th percentile higher than 34% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Legal Aid Society of Orange County Inc. 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. Legal Aid Society of Orange County Inc. Money Purchase Plan is a small filing (30 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Legal Aid Society of Orange County Inc. Money Purchase Plan reported net income rose from -$2M in the plan year 2022 filing to -$273K in the plan year 2023 filing.
- Legal Aid Society of Orange County Inc. Money Purchase Plan reported participants rose from 27 in the plan year 2022 filing to 30 in the plan year 2023 filing.
- Legal Aid Society of Orange County Inc. Money Purchase Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 141483177 · Legal Aid Society of Orange County, Inc. PY 2023 · Money Purchase
Legal Aid Society of Orange County Inc. Money Purchase Plan · $3M · 30 · 34th
- PCT $3M
- EIN 30
- RANK 34th
- PHOTO Money Purchase
- IND near Hurria Medical Corp
- EOY ind #6139
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 New York →
Legal Aid Society of Orange County Inc. Money Purchase Plan in the asset neighbourhood
Legal Aid Society of Orange County, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Legal Aid Society of Orange County, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 0.822646623158408% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 27 | $3M |
| 2023 | 1 | 30 | $3M |
| 2024 | 1 | 27 | $3M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$273K |
| Employer EIN | 141483177 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $5.3B · 12,501
- Young Men's Christian Association Retirement Fund Retirement Plan $3.7B · 43,490
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.0B · 15,163
- Brookhaven Science Associates, LLC Retirement Plan $1.4B · 2,473
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 4,998
Legal Aid Society of Orange County Inc. Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Hurria Medical Corp in CA ($3M); by covered participants it is Lakeland Bus Lines, Inc. Defined Contribution Pension Plan in NJ (30 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (30 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.