Money Purchase · DOL Form 5500 · 2022
Ri Shipping Assn Intl Longshoremen' Assn Annuity Fund, Board of Truste Money Purchase Plan
Data updated 2026-08-06
- $17M
- Total assets
- 135
- Participants
- 74th
- Percentile by assets
- $123,247
- Avg per participant
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.
- 74th percentile by assets (of 139,258 plans)
- #2,927 in Transportation & Warehousing (3,884 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 ~1,486 per filing). Assets: $17M.
- $17M
- total plan assets (2022 EOY)
- 135
- covered participants
- 74th
- percentile by assets (of 139,258 plans)
- $123,247
- avg assets per participant
Participants vs Rhode Island filers
In Rhode Island, the average filing covers about 1,486 participants across 402 plans. Ri Shipping Assn Intl Longshoremen's Assn Annuity Fund reports 135 participants - about 9% of that state average ($17M EOY assets).
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 050498731 |
| Plan Effective Date | 1997-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ri Shipping Assn Intl Longshoremen' Assn Annuity Fund, Board of Truste)
| 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
- Rhode Island Laborers Annuity Fund $195M · 8,566
- Plumbers & Pipefitters Local Union #51 Annuity Plan $64M · 1,261
- American Mathematical Society Retirement Plan $53M · 171
- Rhode Island Sheet Metal Workers Local 17 Annuity Fund $19M · 186
- Blackstone Valley Community Health Care Retirement Plan $13M · 218
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Ri Shipping Assn Intl Longshoremen's Assn Annuity Fund by total assets, not by location.
Frequently Asked Questions
How did Ri Shipping Assn Intl Longshoremen's Assn Annuity Fund assets move in 2022? ▼
How have Ri Shipping Assn Intl Longshoremen' Assn Annuity Fund, Board of Truste plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Ri Shipping Assn Intl Longshoremen's Assn Annuity Fund? ▼
Next read for Ri Shipping Assn Intl Longshoremen's Ass…
Filing takeaways
Ways to act on Ri Shipping Assn Intl Longshoremen's Assn Annuity Fund's numbers.
- By total assets, Ri Shipping Assn Intl Longshoremen's Assn Annuity Fund ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Rhode Island. Compare plans
- Ri Shipping Assn Intl Longshoremen' Assn Annuity Fund, Board of Truste's sponsor-wide assets have grown 35.6% since 2022 across 2 plan years on file. More Transportation & Warehousing plans