Money Purchase · DOL Form 5500 · 2023
The Board of Trustees of the Mosaic Terrazzo Workers Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 258
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $122,826
- Avg per participant Near avg balance/head
Official DOL plan name: Mosaic & Terrazzo Workers' Annuity Fund · Sponsored by The Board of Trustees of the Mosaic Terrazzo Workers Annuity Fund · New York · Construction
$32M in assets, 258 participants
The Board of Trustees of the Mosaic Terrazzo Workers Annuity Fund's Mosaic & Terrazzo Workers' Annuity Fund reported $32M in total assets and 258 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #7,076 in Construction (9,030 peers)
Coverage in New York
Mosaic & Terrazzo Workers' Annuity Fund covers 258 participants in New York, about 32% of the average New York filer (state average ~798 per filing). Assets: $32M.
- #7,076
- in Construction (9,030 peers)
- +5.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Mosaic & Terrazzo Workers' Annuity Fund's outsized position by total assets
Mosaic & Terrazzo Workers' Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$31,689,177 Top 20% higher than 80% 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
Mosaic & Terrazzo Workers' Annuity Fund 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. Mosaic & Terrazzo Workers' Annuity Fund sits mid-pack in the medium band (258 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mosaic & Terrazzo Workers' Annuity Fund reported net income rose from $862K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Mosaic & Terrazzo Workers' Annuity Fund end-of-year assets rose from $30M in the plan year 2022 filing to $32M in the plan year 2023 filing.
- Mosaic & Terrazzo Workers' Annuity Fund reported participants rose from 253 in the plan year 2022 filing to 258 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 113454940 · The Board of Trustees of the Mosaic Terrazzo Workers Annuity Fund PY 2023 · Money Purchase
Mosaic & Terrazzo Workers' Annuity Fund · $32M · 258 · 80th
- RANK $32M
- PHOTO 258
- IND 80th
- EOY Money Purchase
- 5500 near East Bay Restaurant & Tavern Retirement Plan
- ASSETS ind #7076
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 Construction retirement plans → · Plans in New York →
Mosaic & Terrazzo Workers' Annuity Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $2M |
| Employer EIN | 113454940 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Board of Trustees of the Mosaic Terrazzo Workers Annuity Fund)
Sponsor-wide plan assets over time
All The Board of Trustees of the Mosaic Terrazzo Workers Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 7.6233175975111225% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 253 | $30M |
| 2023 | 1 | 258 | $32M |
| 2024 | 1 | 259 | $32M |
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
Mosaic & Terrazzo Workers' Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is East Bay Restaurant & Tavern Retirement Plan in CA ($32M); by covered participants it is Bacharach Institute for Rehabilitation Pension Plan in NJ (258 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
- East Bay Restaurant & Tavern Retirement Plan (CA) $32M · 1,879
- Carpenters Local Union No 491 Annuity Plan (MD) $32M · 1,108
- Greylock Pension Plan (MA) $32M · 272
- Plumbers & Steamfitters Local 565 Pension Plan (WV) $32M · 559
Similar participant headcount
Nearest other-state filings by covered participants (258 participants); asset peers above are excluded.
- Bacharach Institute for Rehabilitation Pension Plan (NJ) 258 · 0 off
- Museum of Science Retirement Plan (MA) 259 · 1 off
- Armstrong & Teasdale Pension Plan (MO) 256 · 2 off
- Jefferson Community Health Center Inc. Employees Pension Plan (NE) 255 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.