Money Purchase · DOL Form 5500 · 2023

Bd of Trustees Local 210-Affiliated Annu C/0 Savasta and Company Money Purchase Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
221
Participants Below avg headcount
41st
Percentile by assets National rank
$18,717
Avg per participant Low balance/head
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Official DOL plan name: Local 210 - Affiliated Annuity Fund · Sponsored by Bd of Trustees Local 210-Affiliated Annu C/0 Savasta and Company · New York · Finance & Insurance

$4M in assets, 221 participants

Bd of Trustees Local 210-Affiliated Annu C/0 Savasta and Company's Local 210 - Affiliated Annuity Fund reported $4M in total assets and 221 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,553 in Finance & Insurance (8,869 peers)

Coverage in New York

Local 210 - Affiliated Annuity Fund covers 221 participants in New York, about 28% of the average New York filer (state average ~798 per filing). Assets: $4M.

#2,553
in Finance & Insurance (8,869 peers)
+11.8%
assets growth YoY

Local 210 - Affiliated Annuity Fund's mid-pack asset rank among Finance & Insurance and all filers

Local 210 - Affiliated Annuity Fund vs every filed plan by assets

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

$4,136,411 41st percentile higher than 41% 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

Local 210 - Affiliated Annuity Fund 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. Local 210 - Affiliated Annuity Fund sits mid-pack in the medium band (221 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local 210 - Affiliated Annuity Fund reported net income rose from -$903K in the plan year 2022 filing to $442K in the plan year 2023 filing.
  • Local 210 - Affiliated Annuity Fund reported participants rose from 193 in the plan year 2022 filing to 221 in the plan year 2023 filing.
  • Local 210 - Affiliated Annuity Fund end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 132535703 · Bd of Trustees Local 210-Affiliated Annu C/0 Savasta and Company PY 2023 · Money Purchase

Local 210 - Affiliated Annuity Fund · $4M · 221 · 41st

  • PHOTO $4M
  • IND 221
  • EOY 41st
  • 5500 Money Purchase
  • ASSETS near The Southern Group Inc Money Purchase Pension Plan
  • PCT ind #2553

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 - Affiliated Annuity Fund in the asset neighbourhood

Boys & Girls Clubs of Chicago 401(k) PlanBoys & Girls Clubs of Chicag…$4MLocal 210 - Affiliated Annuity FundLocal 210 - Affiliated Annui…$4MThe Southern Group Inc Money Purchase Pension PlanThe Southern Group Inc Money…$4MWayne Center 401(a)DC Plan$4MCharter Oak Federal Credit Union Retirement Plan for Union EmployeesCharter Oak Federal Credit U…$4M
End-of-year total assets ($M) among Local 210 - Affiliated Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$442K
Employer EIN132535703
Plan Effective Date1964-11-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Bd of Trustees Local 210-Affiliated Annu C/0 Savasta and Company)

Sponsor-wide plan assets over time

All Bd of Trustees Local 210-Affiliated Annu C/0 Savasta and Company plans reported in each filing year

Latest sponsor-wide plan assets
$4M 20.552971028672932% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.7M $4.46M ▲ +20.5%
Year Plans Participants Total Assets
2022 1 193 $4M
2023 1 221 $4M
2024 1 240 $4M

Nearby Money Purchase Plans in New York

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

Local 210 - Affiliated Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Local 210 - Affiliated Annuity Fund, Total assets ($B): 0.004136411 · Participants: 221Local 210 - Affiliated Annuity FundTiaa 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
Local 210 - Affiliated Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Local 210 - Affiliated Annuity Fund side-by-side with 3 peers →

Local 210 - Affiliated Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is The Southern Group Inc Money Purchase Pension Plan in OH ($4M); by covered participants it is Blackstone Valley Community Health Care Retirement Plan in RI (221 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (221 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 Local 210 - Affiliated Annuity Fund assets move in 2023? ▼
Local 210 - Affiliated Annuity Fund grew at a solid clip - up 11.8% during 2023, from $4M to $4M. Reported net income was $442K.
How have Bd of Trustees Local 210-Affiliated Annu C/0 Savasta and Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bd of Trustees Local 210-Affiliated Annu C/0 Savasta and Company's sponsor-wide assets grew 20.6%, from $4M to $4M.
Which Money Purchase plans are similar in size to Local 210 - Affiliated Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by assets is The Southern Group Inc Money Purchase Pension Plan in OH ($4M, 7 participants).
Which Money Purchase plans cover a similar participant headcount to Local 210 - Affiliated Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Blackstone Valley Community Health Care Retirement Plan in RI (221 participants, $16M 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 132535703.

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.