Money Purchase · DOL Form 5500 · 2023

Board of Trustees Ila Warehouse Employee Pension Fund Money Purchase Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
665
Participants Below avg headcount
68th
Percentile by assets National rank
$23,779
Avg per participant Low balance/head
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Official DOL plan name: Ila Warehouse Employees Pension Fund · Sponsored by Board of Trustees Ila Warehouse Employee Pension Fund · New York · Transportation & Warehousing

$16M in assets, 665 participants

Board of Trustees Ila Warehouse Employee Pension Fund's Ila Warehouse Employees Pension Fund reported $16M in total assets and 665 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #2,294 in Transportation & Warehousing (3,362 peers)

What the 2023 filing shows

Ila Warehouse Employees Pension Fund holds $16M for 665 participants - about $23,779 per participant, above the median plan by assets.

#2,294
in Transportation & Warehousing (3,362 peers)
+4.1%
assets growth YoY

Ila Warehouse Employees Pension Fund's outsized position by total assets

Ila Warehouse Employees Pension Fund vs every filed plan by assets

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

$15,813,357 Top 32% higher than 68% 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

Ila Warehouse Employees Pension 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. Ila Warehouse Employees Pension Fund sits mid-pack in the medium band (665 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ila Warehouse Employees Pension Fund reported net income rose from -$373K in the plan year 2022 filing to $651K in the plan year 2023 filing.
  • Ila Warehouse Employees Pension Fund reported participants fell from 762 in the plan year 2022 filing to 665 in the plan year 2023 filing.
  • Ila Warehouse Employees Pension Fund end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 226190794 · Board of Trustees Ila Warehouse Employee Pension Fund PY 2023 · Money Purchase

Ila Warehouse Employees Pension Fund · $16M · 665 · 68th

  • IND $16M
  • EOY 665
  • 5500 68th
  • ASSETS Money Purchase
  • PCT near Blackstone Valley Community Health Care Retirement Plan
  • EIN ind #2294

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 Transportation & Warehousing retirement plans → · Plans in New York →

Ila Warehouse Employees Pension Fund in the asset neighbourhood

United Union of Roofers, Waterproofers & Allied Workers Local #112 Money Purchase Pension PlanUnited Union of Roofers, Wat…$16MBlackstone Valley Community Health Care Retirement PlanBlackstone Valley Community …$16MIla Warehouse Employees Pension FundIla Warehouse Employees Pens…$16MUnited Dairy Farmers, Inc. Money PurchaseUnited Dairy Farmers, Inc. M…$16MPleasant Valley Hospital Employees' Pension 401(a) PlanPleasant Valley Hospital Emp…$16M
End-of-year total assets ($M) among Ila Warehouse Employees Pension Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$651K
Employer EIN226190794
Plan Effective Date1972-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Ila Warehouse Employee Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees Ila Warehouse Employee Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$16M 6.324853194944589% vs 2022
2024 filing year
$15M$15.5M$16M$16.5M 202220232024 $15.2M $16.2M ▲ +6.3%
Year Plans Participants Total Assets
2022 1 762 $15M
2023 1 665 $16M
2024 1 757 $16M

Nearby Money Purchase Plans in New York

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

Ila Warehouse Employees Pension Fund vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Ila Warehouse Employees Pension Fund, Total assets ($B): 0.015813357 · Participants: 665Ila Warehouse Employees Pension 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
Ila Warehouse Employees Pension Fund vs. nearby Money Purchase plans in New York, assets vs. participants

Ila Warehouse Employees Pension Fund's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Blackstone Valley Community Health Care Retirement Plan in RI ($16M); by covered participants it is Plasterers Union Local No. 66 Supplemental Retirement Plan in CA (665 participants). Same-state nearby plans are listed separately above.

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 Ila Warehouse Employees Pension Fund assets move in 2023?
Ila Warehouse Employees Pension Fund edged up modestly - up 4.1% during 2023, from $15M to $16M. Reported net income was $651K.
How have Board of Trustees Ila Warehouse Employee Pension Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees Ila Warehouse Employee Pension Fund's sponsor-wide assets grew 6.3%, from $15M to $16M.
Which Money Purchase plans are similar in size to Ila Warehouse Employees Pension Fund?
Among Money Purchase plans in other states, the closest by assets is Blackstone Valley Community Health Care Retirement Plan in RI ($16M, 221 participants).
Which Money Purchase plans cover a similar participant headcount to Ila Warehouse Employees Pension Fund?
Among Money Purchase plans in other states, the closest by covered participants is Plasterers Union Local No. 66 Supplemental Retirement Plan in CA (665 participants, $70M in assets).