ITPEU PENSION FUND
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
ITPEU PENSION FUND
This Money Purchase plan holds $161M in total assets and serves 15,693 participants as of 2023. It is sponsored by ITPEU PENSION FUND in New Jersey. The plan reported positive net income of $20M for the year.
What the Filing Says About ITPEU PENSION FUND
ITPEU PENSION FUND is a Money Purchase retirement plan sponsored by ITPEU PENSION FUND, headquartered in New Jersey. As of the 2023 Form 5500 filing, the plan reports $161M in total end-of-year assets and covers 15,693 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 112506736, and the plan has been effective since 1979-08-09. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $141M at the beginning of 2023 to $161M at year-end — a gain of 14.2%. Net assets (after liabilities) closed the year at $160M, with reported net income of $20M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $141M |
| Total Assets (End of Year) | $161M |
| Net Assets (End of Year) | $160M |
| Net Income | $20M |
| Plan Type | Money Purchase |
| Employer EIN | 112506736 |
| Plan Effective Date | 1979-08-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (ITPEU PENSION FUND)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 14,627 | $141M |
| 2023 | 1 | 15,693 | $161M |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans — same state, same plan type — ranked by total assets.
- NOVO NORDISK INC. MONEY PURCHASE PLAN $1.0B · 5,135
- 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
- PLUMBERS & PIPEFITTERS LOCAL 9 SURETY PLAN $287M · 2,179
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Frequently Asked Questions
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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 112506736.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.