Money Purchase · DOL Form 5500 · 2024

Communication Workers of America Local 1109 Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
6
Participants Small participant base
26th
Percentile by assets National rank
$247,892
Avg per participant Above avg balance/head
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Official DOL plan name: Local 1109 Severance Fund · Sponsored by Communication Workers of America Local 1109 · New York · Finance & Insurance

$1M in assets, 6 participants

Communication Workers of America Local 1109's Local 1109 Severance Fund reported $1M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #1,386 in Finance & Insurance (8,549 peers)

Communication Workers of America Local 1109 multi-year trail

Communication Workers of America Local 1109's plans moved +39.5% in assets from 2022 to 2024; this filing shows Local 1109 Severance Fund at $1M / 6 participants.

#1,386
in Finance & Insurance (8,549 peers)
+19.3%
assets growth YoY

Local 1109 Severance Fund among the smaller filed plans by assets

Local 1109 Severance Fund vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,487,350 26th percentile higher than 26% of 123,620 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 2024

Local 1109 Severance Fund among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 1109 Severance Fund is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local 1109 Severance Fund reported net income rose from $181K in the plan year 2023 filing to $240K in the plan year 2024 filing.
  • Local 1109 Severance Fund reported participants rose from 5 in the plan year 2023 filing to 6 in the plan year 2024 filing.
  • Local 1109 Severance Fund end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 237177578 · Communication Workers of America Local 1109 PY 2024 · Money Purchase

Local 1109 Severance Fund · $1M · 6 · 26th

  • PART $1M
  • PART 6
  • PART 26th
  • PART Money Purchase
  • PART near Subspecialty Internal Medical Group, Inc. Money Purchase Pension Plan
  • PART ind #1386

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 Finance & Insurance retirement plans → · Plans in New York →

Local 1109 Severance Fund in the asset neighbourhood

Local 1109 Severance Fund$1MSubspecialty Internal Medical Group, Inc. Money Purchase Pension PlanSubspecialty Internal Medica…$1MBes Consulting Group LLC Retirement PlanBes Consulting Group LLC Ret…$1MWalter Stump Insurance Agency Money Purchase Pension PlanWalter Stump Insurance Agenc…$1MEl Peterson Ranch Profit Sharing PlanEl Peterson Ranch Profit Sha…$1M
End-of-year total assets ($M) among Local 1109 Severance Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Communication Workers of America Local 1109 multi-year asset trail

Sponsor-wide plan assets over time

All Communication Workers of America Local 1109 plans reported in each filing year

Latest sponsor-wide plan assets
$1M 39.52652819236059% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M 202220232024 $1.07M $1.49M ▲ +39.3%
Year Plans Participants Total Assets
2022 1 6 $1M
2023 1 5 $1M
2024 1 6 $1M

Communication Workers of America Local 1109 filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$240K
Employer EIN237177578
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

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

Local 1109 Severance Fund vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Local 1109 Severance Fund, Total assets ($B): 0.00148735 · Participants: 6Local 1109 Severance FundTiaa Retirement Plan, Total assets ($B): 5.903718286 · Participants: 11906Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.876243 · Participants: 47199Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 2.152151099 · Participants: 15274McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.539461125 · Participants: 2624Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.218944937 · Participants: 2357Iron Workers Locals 40, 361 & 417 Annuity Fund
Local 1109 Severance Fund vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Local 1109 Severance Fund side-by-side with 3 peers →

Local 1109 Severance Fund's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Subspecialty Internal Medical Group, Inc. Money Purchase Pension Plan in CA ($1M); by covered participants it is Nirupama P Patel in TX (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Local 1109 Severance Fund assets move in 2024? ▼
Local 1109 Severance Fund grew sharply - up 19.3% during 2024, from $1M to $1M. Reported net income was $240K.
How have Communication Workers of America Local 1109 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Communication Workers of America Local 1109's sponsor-wide assets grew 39.5%, from $1M to $1M.
Which Money Purchase plans are similar in size to Local 1109 Severance Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Subspecialty Internal Medical Group, Inc. Money Purchase Pension Plan in CA ($1M, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Local 1109 Severance Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Nirupama P Patel in TX (6 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 237177578.

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.