Money Purchase · DOL Form 5500 · 2023

Evergreen Shipping Agency (America) Corporation Money Purchase Plan

Data updated 2026-08-25

$108M
Total assets Near avg plan size
350
Participants Below avg headcount
92nd
Percentile by assets National rank
$308,729
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ega Money Purchase Pension Plan · Sponsored by Evergreen Shipping Agency (America) Corporation · New Jersey · Transportation & Warehousing

$108M in assets, 350 participants

Evergreen Shipping Agency (America) Corporation's Ega Money Purchase Pension Plan reported $108M in total assets and 350 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #3,020 in Transportation & Warehousing (3,362 peers)

Coverage in New Jersey

Ega Money Purchase Pension Plan covers 350 participants in New Jersey, about 41% of the average New Jersey filer (state average ~844 per filing). Assets: $108M.

#3,020
in Transportation & Warehousing (3,362 peers)
+15.2%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Ega Money Purchase Pension Plan's outsized position by total assets

Ega Money Purchase Pension Plan vs every filed plan by assets

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

$108,055,021 Top 8% higher than 92% 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

Ega Money Purchase Pension Plan 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. Ega Money Purchase Pension Plan sits mid-pack in the medium band (350 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ega Money Purchase Pension Plan reported net income rose from -$18M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Ega Money Purchase Pension Plan end-of-year assets rose from $94M in the plan year 2022 filing to $108M in the plan year 2023 filing.
  • Ega Money Purchase Pension Plan reported participants rose from 344 in the plan year 2022 filing to 350 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 133373601 · Evergreen Shipping Agency (America) Corporation PY 2023 · Money Purchase

Ega Money Purchase Pension Plan · $108M · 350 · 92nd

  • EIN $108M
  • RANK 350
  • PHOTO 92nd
  • IND Money Purchase
  • EOY near Armstrong Pension Plan
  • 5500 ind #3020

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 Transportation & Warehousing retirement plans → · Plans in New Jersey →

Ega Money Purchase Pension Plan in the asset neighbourhood

Michiana Area Electrical Workers' Money Purchase PlanMichiana Area Electrical Wor…$110MRetirement Plan for Paralegals and Partners of Curtis,Mallet-Prevost, Colt & Mosle LLPRetirement Plan for Paralega…$110MEga Money Purchase Pension PlanEga Money Purchase Pension P…$108MArmstrong Pension Plan$106MUniversity of Maryland Faculty Physicians, Inc. Money Purchase Pension PlanUniversity of Maryland Facul…$106M
End-of-year total assets ($M) among Ega Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$94M
Net Assets (End of Year)$108M
Net Income$14M
Employer EIN133373601
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evergreen Shipping Agency (America) Corporation)

Sponsor-wide plan assets over time

All Evergreen Shipping Agency (America) Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$317M 22.311374005371718% vs 2022
2024 filing year
$240M$260M$280M$300M$320M$340M 202220232024 $259M $317M ▲ +22.3%
Year Plans Participants Total Assets
2022 2 688 $259M
2023 2 700 $295M
2024 2 723 $317M

Nearby Money Purchase Plans in New Jersey

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

Ega Money Purchase Pension Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 0200040006000 02004006008001000 Total assets ($M) Participants Ega Money Purchase Pension Plan, Total assets ($M): 108.055021 · Participants: 350Ega Money Purchase Pension PlanLocal 68 Engineers Union Annuity Plan, Total assets ($M): 919.004157 · Participants: 5196Local 68 Engineers Union Annuity PlanNysa-Ila Money Purchase Pension Fund and Plan, Total assets ($M): 787.160185 · Participants: 4634Nysa-Ila Money Purchase Pension Fund and PlanEducational Testing Service 401(a) Retirement Plan, Total assets ($M): 577.237524 · Participants: 3310Educational Testing Service 401(a) Retirement PlanIronworkers Local 11 Annuity Fund, Total assets ($M): 375.482782 · Participants: 1159Ironworkers Local 11 Annuity FundPlumbers & Pipefitters Local 9 Surety Plan, Total assets ($M): 287.464744 · Participants: 2179Plumbers & Pipefitters Local 9 Surety Plan
Ega Money Purchase Pension Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants
Compare Ega Money Purchase Pension Plan side-by-side with 3 peers →

Ega Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside New Jersey, the nearest Money Purchase by assets is Armstrong Pension Plan in PA ($106M); by covered participants it is IBEW Local 968 Pension Fund in WV (350 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (350 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 Ega Money Purchase Pension Plan assets move in 2023? ▼
Ega Money Purchase Pension Plan grew sharply - up 15.2% during 2023, from $94M to $108M. Reported net income was $14M.
How have Evergreen Shipping Agency (America) Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evergreen Shipping Agency (America) Corporation's sponsor-wide assets grew 22.3%, from $259M to $317M.
Where does Ega Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Ega Money Purchase Pension Plan ranks in the 92nd 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 Ega Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Armstrong Pension Plan in PA ($106M, 896 participants).
Which Money Purchase plans cover a similar participant headcount to Ega Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is IBEW Local 968 Pension Fund in WV (350 participants, $68M 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 133373601.

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.