Money Purchase · DOL Form 5500 · 2023

The Fresh Air Fund Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
41
Participants Small participant base
38th
Percentile by assets National rank
$83,450
Avg per participant Below avg balance/head
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Official DOL plan name: The Fresh Air Fund Pension Plan · Sponsored by The Fresh Air Fund · New York · Healthcare & Social Assistance

$3M in assets, 41 participants

The Fresh Air Fund's The Fresh Air Fund Pension Plan reported $3M in total assets and 41 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #6,980 in Healthcare & Social Assistance (17,684 peers)

The Fresh Air Fund multi-year trail

The Fresh Air Fund's plans moved -27.4% in assets from 2022 to 2024; this filing shows The Fresh Air Fund Pension Plan at $3M / 41 participants.

#6,980
in Healthcare & Social Assistance (17,684 peers)
+20.1%
assets growth YoY

The Fresh Air Fund Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Fresh Air Fund Pension Plan vs every filed plan by assets

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

$3,421,438 38th percentile higher than 38% 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

The Fresh Air Fund Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Fresh Air Fund Pension Plan is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Fresh Air Fund Pension Plan reported net income rose from -$240K in the plan year 2022 filing to $572K in the plan year 2023 filing.
  • The Fresh Air Fund Pension Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Fresh Air Fund Pension Plan reported participants rose from 38 in the plan year 2022 filing to 41 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 131656653 · The Fresh Air Fund PY 2023 · Money Purchase

The Fresh Air Fund Pension Plan · $3M · 41 · 38th

  • TYPE $3M
  • NET 41
  • BOOK 38th
  • VS-ST Money Purchase
  • BOY near Walter J Pikul Prototype Retirement Plan
  • SCH ind #6980

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

The Fresh Air Fund Pension Plan in the asset neighbourhood

Walter J Pikul Prototype Retirement PlanWalter J Pikul Prototype Ret…$3MThe Fresh Air Fund Pension PlanThe Fresh Air Fund Pension P…$3MPennsylvania College of Art and Design Pension PlaPennsylvania College of Art …$3MMotiva Chemicals Salary Deferral and Money Purchase Pension PlanMotiva Chemicals Salary Defe…$3MRaj Subnani Shearson as Keogh Mp CustodianRaj Subnani Shearson as Keog…$3M
End-of-year total assets ($M) among The Fresh Air Fund Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

The Fresh Air Fund multi-year asset trail

Sponsor-wide plan assets over time

All The Fresh Air Fund plans reported in each filing year

Latest sponsor-wide plan assets
$11M 27.37125978592225% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $14.9M $10.8M ▼ -27.4%
Year Plans Participants Total Assets
2022 3 103 $15M
2023 2 64 $9M
2024 2 78 $11M

The Fresh Air Fund filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$572K
Employer EIN131656653
Plan Effective Date2003-07-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

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

The Fresh Air Fund Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants The Fresh Air Fund Pension Plan, Total assets ($B): 0.003421438 · Participants: 41The Fresh Air Fund Pension PlanTiaa 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
The Fresh Air Fund Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare The Fresh Air Fund Pension Plan side-by-side with 3 peers →

The Fresh Air Fund Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Walter J Pikul Prototype Retirement Plan in NC ($3M); by covered participants it is Intl Assoc Local No 57 Pension Plan in IA (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 The Fresh Air Fund Pension Plan assets move in 2023? ▼
The Fresh Air Fund Pension Plan grew sharply - up 20.1% during 2023, from $3M to $3M. Reported net income was $572K.
How have The Fresh Air Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Fresh Air Fund's sponsor-wide assets declined 27.4%, from $15M to $11M.
Which Money Purchase plans are similar in size to The Fresh Air Fund Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Walter J Pikul Prototype Retirement Plan in NC ($3M, 4 participants).
Which Money Purchase plans cover a similar participant headcount to The Fresh Air Fund Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Intl Assoc Local No 57 Pension Plan in IA (41 participants, $760K 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 131656653.

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.