Money Purchase · DOL Form 5500 · 2023

Board of Trustees of Marble Money Purchase Plan

Data updated 2026-08-25

$87M
Total assets Below avg plan size
362
Participants Below avg headcount
90th
Percentile by assets National rank
$240,408
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Marble Industry Annuity Trust Fund · Sponsored by Board of Trustees of Marble · New York · Finance & Insurance

$87M in assets, 362 participants

Board of Trustees of Marble's Marble Industry Annuity Trust Fund reported $87M in total assets and 362 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,547 in Finance & Insurance (8,869 peers)

Coverage in New York

Marble Industry Annuity Trust Fund covers 362 participants in New York, about 45% of the average New York filer (state average ~798 per filing). Assets: $87M.

#7,547
in Finance & Insurance (8,869 peers)
+1.1%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Marble Industry Annuity Trust Fund's outsized position by total assets

Marble Industry Annuity Trust Fund vs every filed plan by assets

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

$87,027,638 Top 10% higher than 90% 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

Marble Industry Annuity Trust 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. Marble Industry Annuity Trust Fund sits mid-pack in the medium band (362 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marble Industry Annuity Trust Fund reported net income rose from -$13M in the plan year 2022 filing to $883K in the plan year 2023 filing.
  • Marble Industry Annuity Trust Fund reported participants fell from 399 in the plan year 2022 filing to 362 in the plan year 2023 filing.
  • Marble Industry Annuity Trust Fund end-of-year assets rose from $86M in the plan year 2022 filing to $87M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 132967109 · Board of Trustees of Marble PY 2023 · Money Purchase

Marble Industry Annuity Trust Fund · $87M · 362 · 90th

  • EIN $87M
  • EIN 362
  • EIN 90th
  • EIN Money Purchase
  • EIN near Sullivan & Worcester LLP Retirement Plan
  • EIN ind #7547

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 Finance & Insurance retirement plans → · Plans in New York →

Marble Industry Annuity Trust Fund in the asset neighbourhood

Hays Medical Center Employee's Pension PlanHays Medical Center Employee…$88MNew England Life Insurance Company Agents' Retirement Plan and TrustNew England Life Insurance C…$88MMarble Industry Annuity Trust FundMarble Industry Annuity Trus…$87MSullivan & Worcester LLP Retirement PlanSullivan & Worcester LLP Ret…$86MIBEW Local No. 82 Defined Contribution PlanIBEW Local No. 82 Defined Co…$86M
End-of-year total assets ($M) among Marble Industry Annuity Trust Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$86M
Net Assets (End of Year)$87M
Net Income$883K
Employer EIN132967109
Plan Effective Date1951-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Marble)

Sponsor-wide plan assets over time

All Board of Trustees of Marble plans reported in each filing year

Latest sponsor-wide plan assets
$187M 10.724573873099402% vs 2022
2024 filing year
$160M$170M$180M$190M 202220232024 $169M $187M ▲ +10.7%
Year Plans Participants Total Assets
2022 2 815 $169M
2023 2 763 $178M
2024 2 666 $187M

Nearby Money Purchase Plans in New York

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

Marble Industry Annuity Trust Fund vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Marble Industry Annuity Trust Fund, Total assets ($B): 0.087027638 · Participants: 362Marble Industry Annuity Trust FundTiaa Retirement Plan, Total assets ($B): 5.254874957 · Participants: 12501Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.73565 · Participants: 43490Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.981784839 · Participants: 15163McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.410735256 · Participants: 2473Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.151869619 · Participants: 4998Iron Workers Locals 40, 361 & 417 Annuity Fund
Marble Industry Annuity Trust Fund vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Marble Industry Annuity Trust Fund side-by-side with 3 peers →

Marble Industry Annuity Trust Fund's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Sullivan & Worcester LLP Retirement Plan in MA ($86M); by covered participants it is Baptist Community Services 401(a) Retirement Plan in TX (362 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (362 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 Marble Industry Annuity Trust Fund assets move in 2023? ▼
Marble Industry Annuity Trust Fund edged up modestly - up 1.1% during 2023, from $86M to $87M. Reported net income was $883K.
How have Board of Trustees of Marble plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Marble's sponsor-wide assets grew 10.7%, from $169M to $187M.
Where does Marble Industry Annuity Trust Fund rank by assets among Form 5500 filers? ▼
Marble Industry Annuity Trust Fund ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Marble Industry Annuity Trust Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Sullivan & Worcester LLP Retirement Plan in MA ($86M, 156 participants).
Which Money Purchase plans cover a similar participant headcount to Marble Industry Annuity Trust Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Baptist Community Services 401(a) Retirement Plan in TX (362 participants, $11M 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 132967109.

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.