Money Purchase
2023 plan-year Money Purchase DOL Form 5500

SUP MONEY PURCHASE PENSION PLAN

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

TRUSTEES OF THE SUP QUALIFIED PLANS MASTER TRUST

This Money Purchase plan holds $40M in total assets and serves 1,113 participants as of 2023. It is sponsored by TRUSTEES OF THE SUP QUALIFIED PLANS MASTER TRUST in California. The plan reported positive net income of $4M for the year.

Total Assets (2023)
$40M
Participants
1,113
State
Industry
Transportation & Warehousing

What the Filing Says About SUP MONEY PURCHASE PENSION PLAN

SUP MONEY PURCHASE PENSION PLAN is a Money Purchase retirement plan sponsored by TRUSTEES OF THE SUP QUALIFIED PLANS MASTER TRUST, headquartered in California. As of the 2023 Form 5500 filing, the plan reports $40M in total end-of-year assets and covers 1,113 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 943134523, and the plan has been effective since 1991-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $36M at the beginning of 2023 to $40M at year-end — a gain of 11.4%. Net assets (after liabilities) closed the year at $40M, with reported net income of $4M 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)$36M
Total Assets (End of Year)$40M
Net Assets (End of Year)$40M
Net Income$4M
Plan TypeMoney Purchase
Employer EIN943134523
Plan Effective Date1991-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TRUSTEES OF THE SUP QUALIFIED PLANS MASTER TRUST)

Year Plans Participants Total Assets
2022 2 1,714 $47M
2023 2 1,787 $53M
2024 2 1,793 $59M

Nearby Money Purchase Plans in California

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

Frequently Asked Questions

How much money is in the SUP MONEY PURCHASE PENSION PLAN?
As of the 2023 Form 5500 filing, SUP MONEY PURCHASE PENSION PLAN holds $40M in total assets with 1,113 participants. It is sponsored by TRUSTEES OF THE SUP QUALIFIED PLANS MASTER TRUST.
What type of plan is SUP MONEY PURCHASE PENSION PLAN?
SUP MONEY PURCHASE PENSION PLAN is a Money Purchase plan. It has been effective since 1991-04-01. The plan is filed with the U.S. Department of Labor under EIN 943134523.
Who sponsors the SUP MONEY PURCHASE PENSION PLAN?
SUP MONEY PURCHASE PENSION PLAN is sponsored by TRUSTEES OF THE SUP QUALIFIED PLANS MASTER TRUST, located in California. The sponsor's EIN is 943134523 and the plan operates in the Transportation & Warehousing industry.
How did SUP MONEY PURCHASE PENSION PLAN perform in 2023?
SUP MONEY PURCHASE PENSION PLAN grew by 11.4% during 2023, moving from $36M to $40M in total assets. Net income was $4M.
Where can I find official filings for SUP MONEY PURCHASE PENSION PLAN?
Official Form 5500 filings for SUP MONEY PURCHASE PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 943134523 or plan name at efast.dol.gov.
How does SUP MONEY PURCHASE PENSION PLAN compare to other plans?
You can compare SUP MONEY PURCHASE PENSION PLAN against other Money Purchase plans on the plan type page, or view plans in California 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 943134523.

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.