Profit Sharing · DOL Form 5500 · 2022
Board of Trustees of the Usmx-Ila Money Purchase Fund and Savings Plan Profit Sharing Plan
Data updated 2026-08-25
- $51M
- Total assets Below avg plan size
- 4,141
- Participants Above avg headcount
- 88th
- Percentile by assets National rank
- $12,257
- Avg per participant Low balance/head
Official DOL plan name: Usmx-Ila Money Purchase Fund and Savings Plan · Sponsored by Board of Trustees of the Usmx-Ila Money Purchase Fund and Savings Plan · New Jersey · Transportation & Warehousing
$51M in assets, 4,141 participants
Board of Trustees of the Usmx-Ila Money Purchase Fund and Savings Plan's Usmx-Ila Money Purchase Fund and Savings Plan reported $51M in total assets and 4,141 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.
- #3,371 in Transportation & Warehousing (3,876 peers)
Coverage in New Jersey
Usmx-Ila Money Purchase Fund and Savings Plan covers 4,141 participants in New Jersey, 4.9x the typical New Jersey plan (state average ~844 per filing). Assets: $51M.
- #3,371
- in Transportation & Warehousing (3,876 peers)
- +53.2%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Usmx-Ila Money Purchase Fund and Savings Plan's outsized position by total assets
Usmx-Ila Money Purchase Fund and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$50,754,974 Top 12% higher than 88% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Usmx-Ila Money Purchase Fund and Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Usmx-Ila Money Purchase Fund and Savings Plan lands in the large band (4,141 participants).
DOL schedule card
Filing strip 832053281 · Board of Trustees of the Usmx-Ila Money Purchase Fund and Savings Plan PY 2022 · Profit Sharing
Usmx-Ila Money Purchase Fund and Savings Plan · $51M · 4,141 · 88th
- BOOK $51M
- BOOK 4,141
- BOOK 88th
- BOOK Profit Sharing
- BOOK near Iec Retirement Plan
- BOOK ind #3371
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 New Jersey →
Usmx-Ila Money Purchase Fund and Savings Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $49M |
| Net Income | $17M |
| Employer EIN | 832053281 |
| Plan Effective Date | 2018-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Usmx-Ila Money Purchase Fund and Savings Plan)
Sponsor-wide plan assets over time
All Board of Trustees of the Usmx-Ila Money Purchase Fund and Savings Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $130M 155.2002509153093% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,141 | $51M |
| 2023 | 1 | 4,374 | $78M |
| 2024 | 1 | 5,297 | $130M |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.2B · 2,189
- Princeton University Retirement Plan $1.8B · 8,141
- Operating Engineers Local 825 Profit Sharing Fund $1.3B · 10,006
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.3B · 8,556
- IBEW Local Union No 102 Surety Plan $593M · 3,061
Usmx-Ila Money Purchase Fund and Savings Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is Iec Retirement Plan in MA ($51M); by covered participants it is American Maritime Officers Defined Contribution Plan in FL (4,132 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($51M here).
- Iec Retirement Plan (MA) $51M · 101
- David and Lucile Packard Foundation Employer Contribution Retirement Plan (CA) $51M · 136
- The Andrew W. Mellon Foundation Retirement Plan (NY) $51M · 135
- IBEW Local 143 Annuity Plan (PA) $51M · 354
Similar participant headcount
Nearest other-state filings by covered participants (4,141 participants); asset peers above are excluded.
- American Maritime Officers Defined Contribution Plan (FL) 4,132 · 9 off
- Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan (OH) 4,130 · 11 off
- Major League Baseball Players Investment Plan (MD) 4,122 · 19 off
- I.B.E.W. Local Union No 357 Pension Trust Fund, Plan B (NV) 4,188 · 47 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.