Money Purchase · DOL Form 5500 · 2023
Board of Trustees of Marble Money Purchase Plan
Data updated 2026-08-11
- $87M
- Total assets
- 362
- Participants
- 90th
- Percentile by assets
- $240,408
- Avg per participant
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.
- 90th percentile by assets (of 127,072 plans)
- #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.
- $87M
- total plan assets (2023 EOY)
- 362
- covered participants
- 90th
- percentile by assets (of 127,072 plans)
- $240,408
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Marble Industry Annuity Trust Fund reports 362 participants - about 45% of that state average ($87M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $86M |
|---|---|
| Net Assets (End of Year) | $87M |
| Net Income | $883K |
| Employer EIN | 132967109 |
| Plan Effective Date | 1951-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Marble)
| 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
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Marble Industry Annuity Trust Fund by total assets, not by location.
Frequently Asked Questions
How did Marble Industry Annuity Trust Fund assets move in 2023? ▼
How have Board of Trustees of Marble plan assets changed over time? ▼
Where does Marble Industry Annuity Trust Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Marble Industry Annuity Trust Fund? ▼
Next read for Marble Industry Annuity Trust Fund
Filing takeaways
Ways to act on Marble Industry Annuity Trust Fund's numbers.
- By total assets, Marble Industry Annuity Trust Fund ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Board of Trustees of Marble's sponsor-wide assets have grown 10.7% since 2022 across 3 plan years on file. More Finance & Insurance plans