Money Purchase · DOL Form 5500 · 2023
Consortium for Worker Education, Inc. Money Purchase Plan
Data updated 2026-08-11
- $18M
- Total assets
- 80
- Participants
- 70th
- Percentile by assets
- $220,500
- Avg per participant
Official DOL plan name: Consortium for Worker Education, Inc. 401(a) DC Pl · Sponsored by Consortium for Worker Education, Inc. · New York · Healthcare & Social Assistance
$18M in assets, 80 participants
Consortium for Worker Education, Inc.'s Consortium for Worker Education, Inc. 401(a) DC Pl reported $18M in total assets and 80 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- 70th percentile by assets (of 127,072 plans)
- #13,259 in Healthcare & Social Assistance (17,684 peers)
Consortium for Worker Education, Inc. multi-year trail
Consortium for Worker Education, Inc.'s plans moved +16.1% in assets from 2022 to 2024; this filing shows Consortium for Worker Education, Inc. 401(a) DC Pl at $18M / 80 participants.
- $18M
- total plan assets (2023 EOY)
- 80
- covered participants
- 70th
- percentile by assets (of 127,072 plans)
- $220,500
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Consortium for Worker Education, Inc. 401(a) DC Pl reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Consortium for Worker Education, Inc. 401(a) DC Pl end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Consortium for Worker Education, Inc. 401(a) DC Pl reported participants fell from 83 in the plan year 2022 filing to 80 in the plan year 2023 filing.
Consortium for Worker Education, Inc. across 3 plan years on file
Across the 3 plan years Consortium for Worker Education, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $16M to $18M, a gain of 16.1%, while reported participants moved from 83 to 87 (+4.8%). Peak year by sponsor assets: 2024 ($18M); trough: 2022 ($16M).
Consortium for Worker Education, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 83 | $16M |
| 2023 | 1 | 80 | $18M |
| 2024 | 1 | 87 | $18M |
Consortium for Worker Education, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $2M |
| Employer EIN | 133564313 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Consortium for Worker Education, Inc. 401(a) DC Pl vs. nearby Money Purchase plans in New York, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Consortium for Worker Education, Inc. 401(a) DC Pl by total assets, not by location.
Frequently Asked Questions
How did Consortium for Worker Education, Inc. 401(a) DC Pl assets move in 2023? ▼
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Multi-year trail
Ways to act on Consortium for Worker Education, Inc. 401(a) DC Pl's numbers.
- By total assets, Consortium for Worker Education, Inc. 401(a) DC Pl ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Consortium for Worker Education, Inc.'s sponsor-wide assets have grown 16.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans