Money Purchase · DOL Form 5500 · 2023
Itpeu Pension Fund Money Purchase Plan
Data updated 2026-08-25
- $161M
- Total assets Near avg plan size
- 15,693
- Participants Very large workforce
- 94th
- Percentile by assets National rank
- $10,255
- Avg per participant Low balance/head
Official DOL plan name: Itpeu Pension Fund · Sponsored by Itpeu Pension Fund · New Jersey · Other Services
$161M in assets, 15,693 participants
Itpeu Pension Fund's Itpeu Pension Fund reported $161M in total assets and 15,693 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #7,709 in Other Services (7,857 peers)
Coverage in New Jersey
Itpeu Pension Fund covers 15,693 participants in New Jersey, 19x the typical New Jersey plan (state average ~844 per filing). Assets: $161M.
- #7,709
- in Other Services (7,857 peers)
- +14.2%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Itpeu Pension Fund's outsized position by total assets
Itpeu Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$160,933,202 Top 6% higher than 94% 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
Itpeu Pension Fund's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Itpeu Pension Fund is a mega filing (15,693 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Itpeu Pension Fund reported net income rose from $1M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Itpeu Pension Fund end-of-year assets rose from $141M in the plan year 2022 filing to $161M in the plan year 2023 filing.
- Itpeu Pension Fund reported participants rose from 14,627 in the plan year 2022 filing to 15,693 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 112506736 · Itpeu Pension Fund PY 2023 · Money Purchase
Itpeu Pension Fund · $161M · 15,693 · 94th
- BOY $161M
- BOY 15,693
- BOY 94th
- BOY Money Purchase
- BOY near Milton Hershey School Money Purchase Pension Plan
- BOY ind #7709
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 Other Services retirement plans → · Plans in New Jersey →
Itpeu Pension Fund in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $141M |
|---|---|
| Net Assets (End of Year) | $160M |
| Net Income | $20M |
| Employer EIN | 112506736 |
| Plan Effective Date | 1979-08-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Itpeu Pension Fund)
Sponsor-wide plan assets over time
All Itpeu Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $173M 22.604500117305996% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 14,627 | $141M |
| 2023 | 1 | 15,693 | $161M |
| 2024 | 1 | 15,782 | $173M |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Local 68 Engineers Union Annuity Plan $919M · 5,196
- Nysa-Ila Money Purchase Pension Fund and Plan $787M · 4,634
- Educational Testing Service 401(a) Retirement Plan $577M · 3,310
- Ironworkers Local 11 Annuity Fund $375M · 1,159
- Plumbers & Pipefitters Local 9 Surety Plan $287M · 2,179
Scale composition for Itpeu Pension Fund
Itpeu Pension Fund reports $161M in end-of-year assets across 15,693 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.017% of 93,925,755 covered participants) - about $10,255 per participant (7% of the national average assets-per-participant) . Net income for plan year 2023 was $20M.
This plan identity (EIN 112506736, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $141M to $173M (+22.6%) while covered participants moved from 14,627 to 15,782 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 14,627 | $141M | Open filing |
| 2023 | 15,693 | $161M | This page |
| 2024 · index core | 15,782 | $173M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Itpeu Pension Fund (Money Purchase, $173M, 15,782 participants)
Itpeu Pension Fund's out-of-state Money Purchase peers by assets and headcount
Outside New Jersey, the nearest Money Purchase by assets is Milton Hershey School Money Purchase Pension Plan in PA ($162M); by covered participants it is California Iron Workers Field Defined Contribution Pension Trust Fund in CA (15,271 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($161M here).
- Milton Hershey School Money Purchase Pension Plan (PA) $162M · 1,331
- Sheet Metal Workers Local 91 Annuity Plan (IL) $164M · 674
- Boilermakers Lodge 154 Retirement Plan (MN) $157M · 7,060
- Hawaii Annuity Trust Fund for Operating Engineers (CA) $165M · 2,096
Similar participant headcount
Nearest other-state filings by covered participants (15,693 participants); asset peers above are excluded.
- California Iron Workers Field Defined Contribution Pension Trust Fund (CA) 15,271 · 422 off
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan (NY) 15,163 · 530 off
- Scripps Health Retirement Savings Plan (CA) 15,132 · 561 off
- Michigan Regional Council of Carpenters' Annuity Fund (MI) 17,454 · 1,761 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.