Money Purchase
2023 plan-year Money Purchase DOL Form 5500

LOCAL 976 I.L.A. PENSION FUND 601 WEST 51ST STREET, 2ND FLOOR NEW YORK, NY 10019

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

LOCAL 976 - I. L. A. PENSION FUND

This Money Purchase plan holds $158K in total assets and serves 140 participants as of 2023. It is sponsored by LOCAL 976 - I. L. A. PENSION FUND in New York. The plan reported a net loss of $2M for the year.

Total Assets (2023)
$158K
Participants
140
State
Industry
Other Services

What the Filing Says About LOCAL 976 I.L.A. PENSION FUND 601 WEST 51ST STREET, 2ND FLOOR NEW YORK, NY 10019

LOCAL 976 I.L.A. PENSION FUND 601 WEST 51ST STREET, 2ND FLOOR NEW YORK, NY 10019 is a Money Purchase retirement plan sponsored by LOCAL 976 - I. L. A. PENSION FUND, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $158K in total end-of-year assets and covers 140 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 516044678, and the plan has been effective since 1967-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $162K at the beginning of 2023 to $158K at year-end — a decline of 2.4%. Net assets (after liabilities) closed the year at $-5,684,222, with reported net income of $-1,679,024 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$162K
Total Assets (End of Year)$158K
Net Assets (End of Year)$-5,684,222
Net Income$-1,679,024
Plan TypeMoney Purchase
Employer EIN516044678
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (LOCAL 976 - I. L. A. PENSION FUND)

Year Plans Participants Total Assets
2022 1 N/A $162K
2023 1 140 $158K
2024 1 N/A $159K

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Frequently Asked Questions

How much money is in the LOCAL 976 I.L.A. PENSION FUND 601 WEST 51ST STREET, 2ND FLOOR NEW YORK, NY 10019?
As of the 2023 Form 5500 filing, LOCAL 976 I.L.A. PENSION FUND 601 WEST 51ST STREET, 2ND FLOOR NEW YORK, NY 10019 holds $158K in total assets with 140 participants. It is sponsored by LOCAL 976 - I. L. A. PENSION FUND.
What type of plan is LOCAL 976 I.L.A. PENSION FUND 601 WEST 51ST STREET, 2ND FLOOR NEW YORK, NY 10019?
LOCAL 976 I.L.A. PENSION FUND 601 WEST 51ST STREET, 2ND FLOOR NEW YORK, NY 10019 is a Money Purchase plan. It has been effective since 1967-01-01. The plan is filed with the U.S. Department of Labor under EIN 516044678.
Who sponsors the LOCAL 976 I.L.A. PENSION FUND 601 WEST 51ST STREET, 2ND FLOOR NEW YORK, NY 10019?
LOCAL 976 I.L.A. PENSION FUND 601 WEST 51ST STREET, 2ND FLOOR NEW YORK, NY 10019 is sponsored by LOCAL 976 - I. L. A. PENSION FUND, located in New York. The sponsor's EIN is 516044678 and the plan operates in the Other Services industry.
How did LOCAL 976 I.L.A. PENSION FUND 601 WEST 51ST STREET, 2ND FLOOR NEW YORK, NY 10019 perform in 2023?
LOCAL 976 I.L.A. PENSION FUND 601 WEST 51ST STREET, 2ND FLOOR NEW YORK, NY 10019 declined by 2.4% during 2023, moving from $162K to $158K in total assets. Net income was $-1,679,024.
Where can I find official filings for LOCAL 976 I.L.A. PENSION FUND 601 WEST 51ST STREET, 2ND FLOOR NEW YORK, NY 10019?
Official Form 5500 filings for LOCAL 976 I.L.A. PENSION FUND 601 WEST 51ST STREET, 2ND FLOOR NEW YORK, NY 10019 are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 516044678 or plan name at efast.dol.gov.
How does LOCAL 976 I.L.A. PENSION FUND 601 WEST 51ST STREET, 2ND FLOOR NEW YORK, NY 10019 compare to other plans?
You can compare LOCAL 976 I.L.A. PENSION FUND 601 WEST 51ST STREET, 2ND FLOOR NEW YORK, NY 10019 against other Money Purchase plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 516044678.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.