Money Purchase · DOL Form 5500 · 2022

Ri Shipping Assn Intl Longshoremen' Assn Annuity Fund, Board of Truste Money Purchase Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
135
Participants Small participant base
74th
Percentile by assets National rank
$123,247
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ri Shipping Assn Intl Longshoremen's Assn Annuity Fund · Sponsored by Ri Shipping Assn Intl Longshoremen' Assn Annuity Fund, Board of Truste · Rhode Island · Transportation & Warehousing

$17M in assets, 135 participants

Ri Shipping Assn Intl Longshoremen' Assn Annuity Fund, Board of Truste's Ri Shipping Assn Intl Longshoremen's Assn Annuity Fund reported $17M in total assets and 135 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #2,920 in Transportation & Warehousing (3,876 peers)

Coverage in Rhode Island

Ri Shipping Assn Intl Longshoremen's Assn Annuity Fund covers 135 participants in Rhode Island, about 9% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $17M.

#2,920
in Transportation & Warehousing (3,876 peers)
+20.2%
assets growth YoY

Ri Shipping Assn Intl Longshoremen's Assn Annuity Fund's outsized position by total assets

Ri Shipping Assn Intl Longshoremen's Assn Annuity Fund vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$16,638,298 Top 26% higher than 74% of 139,123 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 2022

Ri Shipping Assn Intl Longshoremen's Assn Annuity Fund among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ri Shipping Assn Intl Longshoremen's Assn Annuity Fund sits mid-pack in the medium band (135 participants).

EBSA filing schedule strip

Filing strip 050498731 · Ri Shipping Assn Intl Longshoremen' Assn Annuity Fund, Board of Truste PY 2022 · Money Purchase

Ri Shipping Assn Intl Longshoremen's Assn Annuity Fund · $17M · 135 · 74th

  • TYPE $17M
  • TYPE 135
  • TYPE 74th
  • TYPE Money Purchase
  • TYPE near Landesbank Baden-Wuerttemberg Money Purchase Pension Plan
  • TYPE ind #2920

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 Rhode Island →

Ri Shipping Assn Intl Longshoremen's Assn Annuity Fund in the asset neighbourhood

The Community School, Inc. Defined Contribution Retirement PlanThe Community School, Inc. D…$17MLmc Enterprises Money Purchase Pension PlanLmc Enterprises Money Purcha…$17MRi Shipping Assn Intl Longshoremen's Assn Annuity FundRi Shipping Assn Intl Longsh…$17MLandesbank Baden-Wuerttemberg Money Purchase Pension PlanLandesbank Baden-Wuerttember…$17MConstellation, Inc. Pension PlanConstellation, Inc. Pension …$16M
End-of-year total assets ($M) among Ri Shipping Assn Intl Longshoremen's Assn Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Rhode Island filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN050498731
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ri Shipping Assn Intl Longshoremen' Assn Annuity Fund, Board of Truste)

Sponsor-wide plan assets over time

All Ri Shipping Assn Intl Longshoremen' Assn Annuity Fund, Board of Truste plans reported in each filing year

Latest sponsor-wide plan assets
$23M 35.62932939414837% vs 2022
2023 filing year
$16M$18M$20M$22M$24M 20222023 $16.6M $22.6M ▲ +35.6%
Year Plans Participants Total Assets
2022 1 135 $17M
2023 1 146 $23M

Nearby Money Purchase Plans in Rhode Island

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

Ri Shipping Assn Intl Longshoremen's Assn Annuity Fund vs. nearby Money Purchase plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 050100150200250 Total assets ($M) Participants Ri Shipping Assn Intl Longshoremen's Assn Annuity Fund, Total assets ($M): 16.638298 · Participants: 135Ri Shipping Assn Intl Longshoremen's Assn Annuity FundRhode Island Laborers Annuity Fund, Total assets ($M): 195.492165 · Participants: 8566Rhode Island Laborers Annuity FundPlumbers & Pipefitters Local Union #51 Annuity Plan, Total assets ($M): 63.818882 · Participants: 1261Plumbers & Pipefitters Local Union #51 Annuity PlanAmerican Mathematical Society Retirement Plan, Total assets ($M): 52.515212 · Participants: 171American Mathematical Society Retirement PlanRhode Island Sheet Metal Workers Local 17 Annuity Fund, Total assets ($M): 18.732061 · Participants: 186Rhode Island Sheet Metal Workers Local 17 Annuity FundBlackstone Valley Community Health Care Retirement Plan, Total assets ($M): 12.793516 · Participants: 218Blackstone Valley Community Health Care Retirement Plan
Ri Shipping Assn Intl Longshoremen's Assn Annuity Fund vs. nearby Money Purchase plans in Rhode Island, assets vs. participants
Compare Ri Shipping Assn Intl Longshoremen's Assn Annuity Fund side-by-side with 3 peers →

Ri Shipping Assn Intl Longshoremen's Assn Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside Rhode Island, the nearest Money Purchase by assets is Landesbank Baden-Wuerttemberg Money Purchase Pension Plan in NY ($17M); by covered participants it is Lansing Local 826 Glazier's Restated Money Purchas E Pension Trust in MI (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ri Shipping Assn Intl Longshoremen's Assn Annuity Fund assets move in 2022? ▼
Ri Shipping Assn Intl Longshoremen's Assn Annuity Fund grew sharply - up 20.2% during 2022, from $14M to $17M. Reported net income was $3M.
How have Ri Shipping Assn Intl Longshoremen' Assn Annuity Fund, Board of Truste plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Ri Shipping Assn Intl Longshoremen' Assn Annuity Fund, Board of Truste's sponsor-wide assets grew 35.6%, from $17M to $23M.
Which Money Purchase plans are similar in size to Ri Shipping Assn Intl Longshoremen's Assn Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Landesbank Baden-Wuerttemberg Money Purchase Pension Plan in NY ($17M, 56 participants).
Which Money Purchase plans cover a similar participant headcount to Ri Shipping Assn Intl Longshoremen's Assn Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Lansing Local 826 Glazier's Restated Money Purchas E Pension Trust in MI (135 participants, $28M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 050498731.

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.