Money Purchase · DOL Form 5500 · 2023

Commission on Economic Opportunity of Luzerne Money Purchase Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
70
Participants Small participant base
44th
Percentile by assets National rank
$70,499
Avg per participant Below avg balance/head
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Official DOL plan name: Commission on Economic Opportunity of Luzerne Pension Plan · Sponsored by Commission on Economic Opportunity of Luzerne · Pennsylvania · Other Services

$5M in assets, 70 participants

Commission on Economic Opportunity of Luzerne's Commission on Economic Opportunity of Luzerne Pension Plan reported $5M in total assets and 70 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #5,165 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Commission on Economic Opportunity of Luzerne Pension Plan ranks #5,165 of 7,857 2023 filers by assets (407% of the sector average)-$5M for 70 participants.

#5,165
in Other Services (7,857 peers)
-0.7%
assets change YoY

The plan reported a net loss of $33K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Commission on Economic Opportunity of Luzerne Pension Plan's mid-pack asset rank among Other Services and all filers

Commission on Economic Opportunity of Luzerne Pension Plan vs every filed plan by assets

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

$4,934,913 44th percentile higher than 44% 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

Commission on Economic Opportunity of Luzerne Pension 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. Commission on Economic Opportunity of Luzerne Pension Plan is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Commission on Economic Opportunity of Luzerne Pension Plan reported net income rose from -$816K in the plan year 2022 filing to -$33K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 231653093 · Commission on Economic Opportunity of Luzerne PY 2023 · Money Purchase

Commission on Economic Opportunity of Luzerne Pension Plan · $5M · 70 · 44th

  • NET $5M
  • NET 70
  • NET 44th
  • NET Money Purchase
  • NET near Carl Marks Advisory Group, LLC Retirement Trust
  • NET ind #5165

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 Other Services retirement plans → · Plans in Pennsylvania →

Commission on Economic Opportunity of Luzerne Pension Plan in the asset neighbourhood

Central Ohio Eyecare Inc. Money Purchase Pension PlanCentral Ohio Eyecare Inc. Mo…$5MThe Richland Hospital, Inc. Money Purchase PlanThe Richland Hospital, Inc. …$5MCommission on Economic Opportunity of Luzerne Pension PlanCommission on Economic Oppor…$5MCarl Marks Advisory Group, LLC Retirement TrustCarl Marks Advisory Group, L…$5MMarcheschi, Plankis & Pogore Employee 401(k) PlanMarcheschi, Plankis & Pogore…$5M
End-of-year total assets ($M) among Commission on Economic Opportunity of Luzerne Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$33K
Employer EIN231653093
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Commission on Economic Opportunity of Luzerne)

Sponsor-wide plan assets over time

All Commission on Economic Opportunity of Luzerne plans reported in each filing year

Latest sponsor-wide plan assets
$5M 10.482050402555778% vs 2022
2024 filing year
$4.8M$5M$5.2M$5.4M$5.6M 202220232024 $4.97M $5.49M ▲ +10.5%
Year Plans Participants Total Assets
2022 1 70 $5M
2023 1 70 $5M
2024 1 77 $5M

Nearby Money Purchase Plans in Pennsylvania

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

Commission on Economic Opportunity of Luzerne Pension Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Commission on Economic Opportunity of Luzerne Pension Plan, Total assets ($M): 4.934913 · Participants: 70Commission on Economic Opportunity of Luzerne Pension PlanCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 877.450231 · Participants: 3684Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 321.029187 · Participants: 478Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 170.013061 · Participants: 658IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 161.591269 · Participants: 1331Milton Hershey School Money Purchase Pension PlanRetirement Plan for Faculty, Administrative and Professional Employees of University of Scranton, Total assets ($M): 145.172051 · Participants: 632Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton
Commission on Economic Opportunity of Luzerne Pension Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Commission on Economic Opportunity of Luzerne Pension Plan side-by-side with 3 peers →

Commission on Economic Opportunity of Luzerne Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Carl Marks Advisory Group, LLC Retirement Trust in NY ($5M); by covered participants it is Waldorf School of Garden City Defined Contribution Plan in NY (70 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (70 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 Commission on Economic Opportunity of Luzerne Pension Plan assets move in 2023? ▼
Commission on Economic Opportunity of Luzerne Pension Plan held essentially flat - down 0.7% during 2023, from $5M to $5M. Reported net income was -$33K.
How have Commission on Economic Opportunity of Luzerne plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Commission on Economic Opportunity of Luzerne's sponsor-wide assets grew 10.5%, from $5M to $5M.
Which Money Purchase plans are similar in size to Commission on Economic Opportunity of Luzerne Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Carl Marks Advisory Group, LLC Retirement Trust in NY ($5M, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Commission on Economic Opportunity of Luzerne Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Waldorf School of Garden City Defined Contribution Plan in NY (70 participants, $6M 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 231653093.

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.