Money Purchase · DOL Form 5500 · 2023
Board of Trustees Money Purchase Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 461
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $74,599
- Avg per participant Below avg balance/head
Official DOL plan name: Nysa-Ppgu Money Purchase Pension Fund & Plan · Sponsored by Board of Trustees · New Jersey · Transportation & Warehousing
$34M in assets, 461 participants
Board of Trustees's Nysa-Ppgu Money Purchase Pension Fund & Plan reported $34M in total assets and 461 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #2,681 in Transportation & Warehousing (3,362 peers)
Where Nysa-Ppgu Money Purchase Pension Fund & Plan sits by assets
Nysa-Ppgu Money Purchase Pension Fund & Plan sits in the top quartile of all filed plans by assets, $34M for 461 participants (~$74,599/participant), up 18.4% in 2023.
- #2,681
- in Transportation & Warehousing (3,362 peers)
- +18.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Nysa-Ppgu Money Purchase Pension Fund & Plan's outsized position by total assets
Nysa-Ppgu Money Purchase Pension Fund & Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$34,390,302 Top 19% higher than 81% 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-Ppgu Money Purchase Pension Fund & 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. Nysa-Ppgu Money Purchase Pension Fund & Plan sits mid-pack in the medium band (461 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Nysa-Ppgu Money Purchase Pension Fund & Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Nysa-Ppgu Money Purchase Pension Fund & Plan end-of-year assets rose from $29M in the plan year 2022 filing to $34M in the plan year 2023 filing.
- Nysa-Ppgu Money Purchase Pension Fund & Plan reported participants rose from 445 in the plan year 2022 filing to 461 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 133769079 · Board of Trustees PY 2023 · Money Purchase
Nysa-Ppgu Money Purchase Pension Fund & Plan · $34M · 461 · 81st
- RANK $34M
- PHOTO 461
- IND 81st
- EOY Money Purchase
- 5500 near Mmc Holding of Brooklyn Inc Money Purchase Pension Plan
- ASSETS ind #2681
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-Ppgu Money Purchase Pension Fund & Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $5M |
| Employer EIN | 133769079 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees)
Sponsor-wide plan assets over time
All Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 32.013926474533726% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 445 | $29M |
| 2023 | 1 | 461 | $34M |
| 2024 | 1 | 466 | $38M |
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-Ppgu Money Purchase Pension Fund & Plan's out-of-state Money Purchase peers by assets and headcount
Outside New Jersey, the nearest Money Purchase by assets is Mmc Holding of Brooklyn Inc Money Purchase Pension Plan in NY ($35M); by covered participants it is Oocl (USA) Inc. Defined Contribution Pension Plan in UT (464 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
- Mmc Holding of Brooklyn Inc Money Purchase Pension Plan (NY) $35M · 218
- International Brotherhood of Electrical Workers Local Union #756 Pension Fund (FL) $34M · 349
- Plumbers, Pipefitters, and Apprentices Local No. 112 Annuity Fund (NY) $35M · 491
- United Plant & Production Workers L175 Annuity Fund (NY) $34M · 851
Similar participant headcount
Nearest other-state filings by covered participants (461 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.