Money Purchase · DOL Form 5500 · 2023
State Shorthand Reporting Service Money Purchase Plan
Data updated 2026-08-25
- $136K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $45,228
- Avg per participant Low balance/head
Official DOL plan name: State Shorthand Reporting Retirement Plan · Sponsored by State Shorthand Reporting Service · New Jersey · Information & Media
$136K in assets, 3 participants
State Shorthand Reporting Service's State Shorthand Reporting Retirement Plan reported $136K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.
- #131 in Information & Media (2,818 peers)
What the 2023 filing shows
State Shorthand Reporting Retirement Plan holds $136K for 3 participants - about $45,228 per participant, among the smaller plans by assets on file.
- #131
- in Information & Media (2,818 peers)
- +4.0%
- assets growth YoY
State Shorthand Reporting Retirement Plan among the smaller filed plans by assets
State Shorthand Reporting Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$135,683 8th percentile higher than 8% 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
State Shorthand Reporting Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. State Shorthand Reporting Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- State Shorthand Reporting Retirement Plan end-of-year assets rose from $130K in the plan year 2022 filing to $136K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 222088894 · State Shorthand Reporting Service PY 2023 · Money Purchase
State Shorthand Reporting Retirement Plan · $136K · 3 · 8th
- SCH $136K
- EBSA 3
- PART 8th
- TYPE Money Purchase
- NET near Live Oak Preschool 403(b) Defined Benefit Plan
- BOOK ind #131
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 Information & Media retirement plans → · Plans in New Jersey →
State Shorthand Reporting Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $130K |
|---|---|
| Net Assets (End of Year) | $136K |
| Net Income | $5K |
| Employer EIN | 222088894 |
| Plan Effective Date | 2003-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (State Shorthand Reporting Service)
Sponsor-wide plan assets over time
All State Shorthand Reporting Service plans reported in each filing year
- Latest sponsor-wide plan assets
- $141K 7.9390998367102865% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $130K |
| 2023 | 1 | 3 | $136K |
| 2024 | 1 | 3 | $141K |
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
State Shorthand Reporting Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside New Jersey, the nearest Money Purchase by assets is Live Oak Preschool 403(b) Defined Benefit Plan in CA ($136K); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($136K here).
- Live Oak Preschool 403(b) Defined Benefit Plan (CA) $136K · 15
- Centro De Medicina De Familia De Las Piedras, Psc. (PR) $136K · 11
- Fernando Ysern Borras Retirement Plan (PR) $135K · 5
- Imanaith Retirement Plan (PR) $137K · 3
Similar participant headcount
Nearest other-state filings by covered participants (3 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.