Money Purchase · DOL Form 5500 · 2023

Board of Trustees Money Purchase Plan

Data updated 2026-08-25

$787M
Total assets Above avg plan size
4,634
Participants Above avg headcount
98th
Percentile by assets National rank
$169,866
Avg per participant Above avg balance/head
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Official DOL plan name: Nysa-Ila Money Purchase Pension Fund and Plan · Sponsored by Board of Trustees · New Jersey · Transportation & Warehousing

$787M in assets, 4,634 participants

Board of Trustees's Nysa-Ila Money Purchase Pension Fund and Plan reported $787M in total assets and 4,634 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #3,269 in Transportation & Warehousing (3,362 peers)

Coverage in New Jersey

Nysa-Ila Money Purchase Pension Fund and Plan covers 4,634 participants in New Jersey, 5.5x the typical New Jersey plan (state average ~844 per filing). Assets: $787M.

#3,269
in Transportation & Warehousing (3,362 peers)
+19.5%
assets growth YoY
7.9×
vs typical plan assets (national mean)

Nysa-Ila Money Purchase Pension Fund and Plan's outsized position by total assets

Nysa-Ila Money Purchase Pension Fund and Plan vs every filed plan by assets

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

$787,160,185 Top 2% higher than 98% 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

Nysa-Ila Money Purchase Pension Fund and Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nysa-Ila Money Purchase Pension Fund and Plan lands in the large band (4,634 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nysa-Ila Money Purchase Pension Fund and Plan reported net income rose from -$57M in the plan year 2022 filing to $129M in the plan year 2023 filing.
  • Nysa-Ila Money Purchase Pension Fund and Plan end-of-year assets rose from $659M in the plan year 2022 filing to $787M in the plan year 2023 filing.
  • Nysa-Ila Money Purchase Pension Fund and Plan reported participants rose from 4,255 in the plan year 2022 filing to 4,634 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133769078 · Board of Trustees PY 2023 · Money Purchase

Nysa-Ila Money Purchase Pension Fund and Plan · $787M · 4,634 · 98th

  • EOY $787M
  • 5500 4,634
  • ASSETS 98th
  • PCT Money Purchase
  • EIN near Pacific Coast Benefits Trust Fund
  • RANK ind #3269

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 Money Purchase Pension Fund and Plan in the asset neighbourhood

401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff401(a) Def Cont Ret Plan for…$820MKaiser Permanente Supplemental Savings and Retirement Plan for ScpmgKaiser Permanente Supplement…$803MNysa-Ila Money Purchase Pension Fund and PlanNysa-Ila Money Purchase Pens…$787MPacific Coast Benefits Trust FundPacific Coast Benefits Trust…$786MRetirement Plan for Employees of Fermi Research Alliance, LLCRetirement Plan for Employee…$751M
End-of-year total assets ($M) among Nysa-Ila Money Purchase Pension Fund and Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$659M
Net Assets (End of Year)$787M
Net Income$129M
Employer EIN133769078
Plan Effective Date1993-10-01
Filing StatusFILING 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
$936M 42.14001674728089% vs 2022
2024 filing year
$600M$700M$800M$900M$1,000M 202220232024 $659M $936M ▲ +42.1%
Year Plans Participants Total Assets
2022 1 4,255 $659M
2023 1 4,634 $787M
2024 1 4,689 $936M

Nearby Money Purchase Plans in New Jersey

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

Nysa-Ila Money Purchase Pension Fund and Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 0200040006000 2004006008001000 Total assets ($M) Participants Nysa-Ila Money Purchase Pension Fund and Plan, Total assets ($M): 787.160185 · Participants: 4634Nysa-Ila Money Purchase Pension Fund and PlanLocal 68 Engineers Union Annuity Plan, Total assets ($M): 919.004157 · Participants: 5196Local 68 Engineers Union Annuity PlanEducational Testing Service 401(a) Retirement Plan, Total assets ($M): 577.237524 · Participants: 3310Educational Testing Service 401(a) Retirement PlanIronworkers Local 11 Annuity Fund, Total assets ($M): 375.482782 · Participants: 1159Ironworkers Local 11 Annuity FundPlumbers & Pipefitters Local 9 Surety Plan, Total assets ($M): 287.464744 · Participants: 2179Plumbers & Pipefitters Local 9 Surety PlanKpmg Personal Account for Retirement Plan, Total assets ($M): 279.310363 · Participants: 550Kpmg Personal Account for Retirement Plan
Nysa-Ila Money Purchase Pension Fund and Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants
Compare Nysa-Ila Money Purchase Pension Fund and Plan side-by-side with 3 peers →

Nysa-Ila Money Purchase Pension Fund and Plan's out-of-state Money Purchase peers by assets and headcount

Outside New Jersey, the nearest Money Purchase by assets is Pacific Coast Benefits Trust Fund in WA ($786M); by covered participants it is Local No. 1 IBEW Pension Benefit Trust Fund in MO (4,647 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,634 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 Nysa-Ila Money Purchase Pension Fund and Plan assets move in 2023? ▼
Nysa-Ila Money Purchase Pension Fund and Plan grew sharply - up 19.5% during 2023, from $659M to $787M. Reported net income was $129M.
How have Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees's sponsor-wide assets grew 42.1%, from $659M to $936M.
Where does Nysa-Ila Money Purchase Pension Fund and Plan rank by assets among Form 5500 filers? ▼
Nysa-Ila Money Purchase Pension Fund and Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to Nysa-Ila Money Purchase Pension Fund and Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Pacific Coast Benefits Trust Fund in WA ($786M, 55,426 participants).
Which Money Purchase plans cover a similar participant headcount to Nysa-Ila Money Purchase Pension Fund and Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Local No. 1 IBEW Pension Benefit Trust Fund in MO (4,647 participants, $1.7B 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 133769078.

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.