Money Purchase · DOL Form 5500 · 2023
Ri Shipping Assn Intl Longshoremen' Assn Annuity Fund, Board of Truste Money Purchase Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 146
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $154,564
- Avg per participant Above avg balance/head
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 · New York · Transportation & Warehousing
$23M in assets, 146 participants
Ri Shipping Assn Intl Longshoremen' Assn Annuity Fund, Board of Truste's Ri Shipping Assn Intl Longshoremen's Assn Annuity Fund reported $23M in total assets and 146 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #2,495 in Transportation & Warehousing (3,362 peers)
Coverage in New York
Ri Shipping Assn Intl Longshoremen's Assn Annuity Fund covers 146 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $23M.
- #2,495
- in Transportation & Warehousing (3,362 peers)
- +35.6%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$22,566,412 Top 25% higher than 75% 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
Ri Shipping Assn Intl Longshoremen's Assn Annuity Fund among mid-size filed plans by headcount
Plan-year 2023 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 (146 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ri Shipping Assn Intl Longshoremen's Assn Annuity Fund reported net income rose from $3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Ri Shipping Assn Intl Longshoremen's Assn Annuity Fund end-of-year assets rose from $17M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Ri Shipping Assn Intl Longshoremen's Assn Annuity Fund reported participants rose from 135 in the plan year 2022 filing to 146 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 050498731 · Ri Shipping Assn Intl Longshoremen' Assn Annuity Fund, Board of Truste PY 2023 · Money Purchase
Ri Shipping Assn Intl Longshoremen's Assn Annuity Fund · $23M · 146 · 75th
- ASSETS $23M
- PCT 146
- EIN 75th
- RANK Money Purchase
- PHOTO near Charles R. Drew University of Medicine and Science Money Purchase Pension Plan
- IND ind #2495
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 York →
Ri Shipping Assn Intl Longshoremen's Assn Annuity Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $6M |
| 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)
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 135 | $17M |
| 2023 | 1 | 146 | $23M |
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
Ri Shipping Assn Intl Longshoremen's Assn Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Charles R. Drew University of Medicine and Science Money Purchase Pension Plan in CA ($23M); by covered participants it is Camcare Health Corporation Retirement Plan in NJ (146 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Charles R. Drew University of Medicine and Science Money Purchase Pension Plan (CA) $23M · 107
- Alro Steel Corporation and Subsidiaries Retirement/401(k) Plan (Money Purchase Portion) (MI) $22M · 2,948
- Plumbers & Pipefitters Union Local 178 Money Purchase Plan (MO) $23M · 294
- Alameda Alliance for Health Pension Plan (CA) $23M · 440
Similar participant headcount
Nearest other-state filings by covered participants (146 participants); asset peers above are excluded.
- Camcare Health Corporation Retirement Plan (NJ) 146 · 0 off
- Southern Mississippi Planning and Development District Defined Contribution Pension Plan (MS) 147 · 1 off
- Educational Systems Federal Credit Union Money Purchase Plan (MD) 145 · 1 off
- Charter Oak Federal Credit Union Retirement Plan for Union Employees (CT) 145 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.