Money Purchase · DOL Form 5500 · 2023
Board of Trustees Nysa-Ila Med and Money Purchase Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 65
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $375,736
- Avg per participant High balance/head
Official DOL plan name: Nysa-Ila Medical and Clinical Services Fund Retirement Trust and Plan · Sponsored by Board of Trustees Nysa-Ila Med and · New Jersey · Transportation & Warehousing
$24M in assets, 65 participants
Board of Trustees Nysa-Ila Med and's Nysa-Ila Medical and Clinical Services Fund Retirement Trust and Plan reported $24M in total assets and 65 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #2,524 in Transportation & Warehousing (3,362 peers)
Where Nysa-Ila Medical and Clinical Services Fund Retirement Trust and Plan sits by assets
Nysa-Ila Medical and Clinical Services Fund Retirement Trust and Plan sits in the top quartile of all filed plans by assets, $24M for 65 participants (~$375,736/participant), down 0.2% in 2023.
- #2,524
- in Transportation & Warehousing (3,362 peers)
- -0.2%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $48K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Nysa-Ila Medical and Clinical Services Fund Retirement Trust and Plan's outsized position by total assets
Nysa-Ila Medical and Clinical Services Fund Retirement Trust and Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$24,422,819 Top 24% higher than 76% 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
Nysa-Ila Medical and Clinical Services Fund Retirement Trust and 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. Nysa-Ila Medical and Clinical Services Fund Retirement Trust and Plan is a small filing (65 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Nysa-Ila Medical and Clinical Services Fund Retirement Trust and Plan reported net income rose from -$510K in the plan year 2022 filing to -$48K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 136320346 · Board of Trustees Nysa-Ila Med and PY 2023 · Money Purchase
Nysa-Ila Medical and Clinical Services Fund Retirement Trust and Plan · $24M · 65 · 76th
- EIN $24M
- EIN 65
- EIN 76th
- EIN Money Purchase
- EIN near Amikids, Inc. Money Purchase Pension Plan
- EIN ind #2524
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 →
Nysa-Ila Medical and Clinical Services Fund Retirement Trust and Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | -$48K |
| Employer EIN | 136320346 |
| Plan Effective Date | 1960-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Nysa-Ila Med and)
Sponsor-wide plan assets over time
All Board of Trustees Nysa-Ila Med and plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 5.554820675781818% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 65 | $24M |
| 2023 | 1 | 65 | $24M |
| 2024 | 1 | 64 | $26M |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Local 68 Engineers Union Annuity Plan $919M · 5,196
- Nysa-Ila Money Purchase Pension Fund and Plan $787M · 4,634
- Educational Testing Service 401(a) Retirement Plan $577M · 3,310
- Ironworkers Local 11 Annuity Fund $375M · 1,159
- Plumbers & Pipefitters Local 9 Surety Plan $287M · 2,179
Nysa-Ila Medical and Clinical Services Fund Retirement Trust and Plan's out-of-state Money Purchase peers by assets and headcount
Outside New Jersey, the nearest Money Purchase by assets is Amikids, Inc. Money Purchase Pension Plan in FL ($24M); by covered participants it is Accratronics Seals Corp. Money Purchase Pension Plan in CA (65 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (65 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.