Money Purchase · DOL Form 5500 · 2023
Machinists' Money Purchase Pension Fund Money Purchase Plan
Data updated 2026-08-25
- $64M
- Total assets Below avg plan size
- 1,526
- Participants Near avg headcount
- 88th
- Percentile by assets National rank
- $42,142
- Avg per participant Low balance/head
Official DOL plan name: Machinists' Money Purchase Pension Fund · Sponsored by Machinists' Money Purchase Pension Fund · New Jersey · Transportation & Warehousing
$64M in assets, 1,526 participants
Machinists' Money Purchase Pension Fund's Machinists' Money Purchase Pension Fund reported $64M in total assets and 1,526 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #2,882 in Transportation & Warehousing (3,362 peers)
Where Machinists' Money Purchase Pension Fund sits by assets
Machinists' Money Purchase Pension Fund sits in the top quartile of all filed plans by assets, $64M for 1,526 participants (~$42,142/participant), up 8.1% in 2023.
- #2,882
- in Transportation & Warehousing (3,362 peers)
- +8.1%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Machinists' Money Purchase Pension Fund's outsized position by total assets
Machinists' Money Purchase Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$64,308,929 Top 12% higher than 88% 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
Machinists' Money Purchase Pension 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. Machinists' Money Purchase Pension Fund lands in the large band (1,526 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Machinists' Money Purchase Pension Fund reported net income rose from -$10M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Machinists' Money Purchase Pension Fund end-of-year assets rose from $59M in the plan year 2022 filing to $64M in the plan year 2023 filing.
- Machinists' Money Purchase Pension Fund reported participants rose from 1,430 in the plan year 2022 filing to 1,526 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 223290508 · Machinists' Money Purchase Pension Fund PY 2023 · Money Purchase
Machinists' Money Purchase Pension Fund · $64M · 1,526 · 88th
- EOY $64M
- EOY 1,526
- EOY 88th
- EOY Money Purchase
- EOY near Marine Biological Laboratory Defined Contribution Retirement Plan
- EOY ind #2882
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 Jersey →
Machinists' Money Purchase Pension Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $59M |
|---|---|
| Net Assets (End of Year) | $64M |
| Net Income | $5M |
| Employer EIN | 223290508 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Machinists' Money Purchase Pension Fund)
Sponsor-wide plan assets over time
All Machinists' Money Purchase Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $68M 14.791710836426217% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,430 | $59M |
| 2023 | 1 | 1,526 | $64M |
| 2024 | 1 | 1,759 | $68M |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Local 68 Engineers Union Annuity Plan $919M · 5,196
- Nysa-Ila Money Purchase Pension Fund and Plan $787M · 4,634
- Educational Testing Service 401(a) Retirement Plan $577M · 3,310
- Ironworkers Local 11 Annuity Fund $375M · 1,159
- Plumbers & Pipefitters Local 9 Surety Plan $287M · 2,179
Machinists' Money Purchase Pension Fund's out-of-state Money Purchase peers by assets and headcount
Outside New Jersey, the nearest Money Purchase by assets is Marine Biological Laboratory Defined Contribution Retirement Plan in MA ($64M); by covered participants it is Northwest Permanente, P.C. Retirement Plan - Mpp Aspect in OR (1,517 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($64M here).
- Marine Biological Laboratory Defined Contribution Retirement Plan (MA) $64M · 209
- Iatse Local 8 Annuity Fund (PA) $63M · 2,927
- Iowa Builders Retirement Plan (IA) $66M · 424
- Unity Health Retirement Plan (AR) $66M · 1,617
Similar participant headcount
Nearest other-state filings by covered participants (1,526 participants); asset peers above are excluded.
- Northwest Permanente, P.C. Retirement Plan - Mpp Aspect (OR) 1,517 · 9 off
- Carrix, Inc. Retirement Plan (WA) 1,512 · 14 off
- Plumbers & Steamfitters Union Local No. 10 Individual Account Plan (TN) 1,505 · 21 off
- Plumbers & Pipefitters Local 94 Retirement Plan (OH) 1,503 · 23 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.