Money Purchase · DOL Form 5500 · 2023
Board of Trustees the Legal Aid Society Staff Attorneys Pen. Plan Money Purchase Plan
Data updated 2026-08-25
- $265M
- Total assets Near avg plan size
- 1,086
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $243,915
- Avg per participant Above avg balance/head
Official DOL plan name: The Legal Aid Society Staff Attorneys Pension Plan · Sponsored by Board of Trustees the Legal Aid Society Staff Attorneys Pen. Plan · New York · Professional & Technical Services
$265M in assets, 1,086 participants
Board of Trustees the Legal Aid Society Staff Attorneys Pen. Plan's The Legal Aid Society Staff Attorneys Pension Plan reported $265M in total assets and 1,086 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #19,689 in Professional & Technical Services (20,321 peers)
Where The Legal Aid Society Staff Attorneys Pension Plan sits by assets
The Legal Aid Society Staff Attorneys Pension Plan sits in the top 5% of all filed plans by assets, $265M for 1,086 participants (~$243,915/participant), up 11.4% in 2023.
- #19,689
- in Professional & Technical Services (20,321 peers)
- +11.4%
- assets growth YoY
- 2.7×
- vs typical plan assets (national mean)
The Legal Aid Society Staff Attorneys Pension Plan's outsized position by total assets
The Legal Aid Society Staff Attorneys Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$264,891,342 Top 4% higher than 96% 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
The Legal Aid Society Staff Attorneys Pension Plan'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. The Legal Aid Society Staff Attorneys Pension Plan lands in the large band (1,086 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Legal Aid Society Staff Attorneys Pension Plan reported net income rose from $22M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- The Legal Aid Society Staff Attorneys Pension Plan end-of-year assets rose from $238M in the plan year 2022 filing to $265M in the plan year 2023 filing.
- The Legal Aid Society Staff Attorneys Pension Plan reported participants fell from 1,206 in the plan year 2022 filing to 1,086 in the plan year 2023 filing.
DOL schedule card
Filing strip 135562265 · Board of Trustees the Legal Aid Society Staff Attorneys Pen. Plan PY 2023 · Money Purchase
The Legal Aid Society Staff Attorneys Pension Plan · $265M · 1,086 · 96th
- EOY $265M
- 5500 1,086
- ASSETS 96th
- PCT Money Purchase
- EIN near Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan
- RANK ind #19689
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 Professional & Technical Services retirement plans → · Plans in New York →
The Legal Aid Society Staff Attorneys Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $238M |
|---|---|
| Net Assets (End of Year) | $265M |
| Net Income | $27M |
| Employer EIN | 135562265 |
| Plan Effective Date | 1976-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees the Legal Aid Society Staff Attorneys Pen. Plan)
Sponsor-wide plan assets over time
All Board of Trustees the Legal Aid Society Staff Attorneys Pen. Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $390M 17.102847074587675% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,864 | $333M |
| 2023 | 3 | 1,761 | $367M |
| 2024 | 3 | 1,784 | $390M |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $5.3B · 12,501
- Young Men's Christian Association Retirement Fund Retirement Plan $3.7B · 43,490
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.0B · 15,163
- Brookhaven Science Associates, LLC Retirement Plan $1.4B · 2,473
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 4,998
The Legal Aid Society Staff Attorneys Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan in CA ($265M); by covered participants it is Smart Local 104, District 3 401(a) Plan in CA (1,086 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($265M here).
- Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan (CA) $265M · 353
- Arkansas Chapter NECA-IBEW Retirement Plan (AR) $265M · 1,178
- Local Union No 306 IBEW Pension Annuity Plan (OH) $263M · 1,121
- Massachusetts Bricklayers & Masons Annuity Fund (MA) $263M · 2,120
Similar participant headcount
Nearest other-state filings by covered participants (1,086 participants); asset peers above are excluded.
- Smart Local 104, District 3 401(a) Plan (CA) 1,086 · 0 off
- Insulators Local No. 37 Retirement Plan (TN) 1,081 · 5 off
- P & M Holding Group, LLP & Affiliated Entities Pension Plan (MI) 1,081 · 5 off
- Ironworkers Local 380 Retirement and Severance Plan (IL) 1,079 · 7 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.