Money Purchase · DOL Form 5500 · 2023
Local 210's Annuity Fund C/O Savasta Money Purchase Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 1,835
- Participants Near avg headcount
- 62nd
- Percentile by assets National rank
- $6,348
- Avg per participant Low balance/head
Official DOL plan name: Local 210's Annuity Fund · Sponsored by Local 210's Annuity Fund C/O Savasta · New York · Finance & Insurance
$12M in assets, 1,835 participants
Local 210's Annuity Fund C/O Savasta's Local 210's Annuity Fund reported $12M in total assets and 1,835 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- #4,146 in Finance & Insurance (8,869 peers)
Coverage in New York
Local 210's Annuity Fund covers 1,835 participants in New York, 2.3x the typical New York plan (state average ~798 per filing). Assets: $12M.
- #4,146
- in Finance & Insurance (8,869 peers)
- +14.4%
- assets growth YoY
Local 210's Annuity Fund's mid-pack asset rank among Finance & Insurance and all filers
Local 210's Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,647,679 Top 38% higher than 62% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Local 210's Annuity Fund's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 210's Annuity Fund lands in the large band (1,835 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Local 210's Annuity Fund reported net income rose from -$850K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Local 210's Annuity Fund reported participants rose from 1,448 in the plan year 2022 filing to 1,835 in the plan year 2023 filing.
- Local 210's Annuity Fund end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
DOL schedule card
Filing strip 133532443 · Local 210's Annuity Fund C/O Savasta PY 2023 · Money Purchase
Local 210's Annuity Fund · $12M · 1,835 · 62nd
- EOY $12M
- EOY 1,835
- EOY 62nd
- EOY Money Purchase
- EOY near David Chapman Agency Money Purchase Plan
- EOY ind #4146
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 →
Local 210's Annuity Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $1M |
| Employer EIN | 133532443 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Local 210's Annuity Fund C/O Savasta)
Sponsor-wide plan assets over time
All Local 210's Annuity Fund C/O Savasta plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 30.723153498371484% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,448 | $10M |
| 2023 | 1 | 1,835 | $12M |
| 2024 | 1 | 1,816 | $13M |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- 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
Local 210's Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is David Chapman Agency Money Purchase Plan in MI ($12M); by covered participants it is IBEW Local Union No. 915 Pension-Annuity Fund in TN (1,819 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,835 participants); asset peers above are excluded.
- IBEW Local Union No. 915 Pension-Annuity Fund (TN) 1,819 · 16 off
- Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan (WI) 1,856 · 21 off
- UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan (KY) 1,810 · 25 off
- Electricians Local Union No. 606 Pension-Annuity Fund (TN) 1,863 · 28 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.