Money Purchase · DOL Form 5500 · 2023
Local 976 - I. L. a. Pension Fund Money Purchase Plan
Data updated 2026-08-25
- $158K
- Total assets Small plan by assets
- 140
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $1,126
- Avg per participant Low balance/head
Official DOL plan name: Local 976 I.L.a. Pension Fund 601 West 51st Street, 2nd Floor New York, Ny 10019 · Sponsored by Local 976 - I. L. a. Pension Fund · New York · Other Services
$158K in assets, 140 participants
Local 976 - I. L. a. Pension Fund's Local 976 I.L.a. Pension Fund 601 West 51st Street, 2nd Floor New York, Ny 10019 reported $158K in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.
- #1,522 in Other Services (7,857 peers)
Coverage in New York
Local 976 I.L.a. Pension Fund 601 West 51st Street, 2nd Floor New York, Ny 10019 covers 140 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $158K.
- #1,522
- in Other Services (7,857 peers)
- -2.4%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Local 976 I.L.a. Pension Fund 601 West 51st Street, 2nd Floor New York, Ny 10019 among the smaller filed plans by assets
Local 976 I.L.a. Pension Fund 601 West 51st Street, 2nd Floor New York, Ny 10019 vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$157,645 9th percentile higher than 9% 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
Local 976 I.L.a. Pension Fund 601 West 51st Street, 2nd Floor New York, Ny 10019 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. Local 976 I.L.a. Pension Fund 601 West 51st Street, 2nd Floor New York, Ny 10019 sits mid-pack in the medium band (140 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Local 976 I.L.a. Pension Fund 601 West 51st Street, 2nd Floor New York, Ny 10019 reported net income fell from -$471K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
- Local 976 I.L.a. Pension Fund 601 West 51st Street, 2nd Floor New York, Ny 10019 reported participants rose from N/A in the plan year 2022 filing to 140 in the plan year 2023 filing.
- Local 976 I.L.a. Pension Fund 601 West 51st Street, 2nd Floor New York, Ny 10019 end-of-year assets fell from $162K in the plan year 2022 filing to $158K in the plan year 2023 filing.
DOL schedule card
Filing strip 516044678 · Local 976 - I. L. a. Pension Fund PY 2023 · Money Purchase
Local 976 I.L.a. Pension Fund 601 West 51st Street, 2nd Floor New York, Ny 10019 · $158K · 140 · 9th
- TYPE $158K
- TYPE 140
- TYPE 9th
- TYPE Money Purchase
- TYPE near Dr Martha Ann Flowers Md Basic Plan
- TYPE ind #1522
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 New York →
Local 976 I.L.a. Pension Fund 601 West 51st Street, 2nd Floor New York, Ny 10019 in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $162K |
|---|---|
| Net Assets (End of Year) | -$6M |
| Net Income | -$2M |
| Employer EIN | 516044678 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Local 976 - I. L. a. Pension Fund)
Sponsor-wide plan assets over time
All Local 976 - I. L. a. Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $159K 1.673228346456693% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $162K |
| 2023 | 1 | 140 | $158K |
| 2024 | 1 | N/A | $159K |
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
Local 976 I.L.a. Pension Fund 601 West 51st Street, 2nd Floor New York, Ny 10019's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Dr Martha Ann Flowers Md Basic Plan in AR ($158K); by covered participants it is Boys & Girls Clubs of Broward County Pension Plan in FL (140 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($158K here).
- Dr Martha Ann Flowers Md Basic Plan (AR) $158K · 3
- Pathlab, Inc. Retirement Plan (PR) $156K · 9
- Antonio Milland Torres Profit Sharing Plan (PR) $160K · 1
- Anesthesiology P.C. Money Purchase Pension Plan (MT) $156K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (140 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.