Money Purchase · DOL Form 5500 · 2023
Itpeu Pension Fund Money Purchase Plan
Data updated 2026-08-11
- $161M
- Total assets
- 15,693
- Participants
- 94th
- Percentile by assets
- $10,255
- Avg per participant
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.
- 94th percentile by assets (of 127,072 plans)
- #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.
- $161M
- total plan assets (2023 EOY)
- 15,693
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $10,255
- avg assets per participant
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.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Itpeu Pension Fund reports 15,693 participants - 19x that state average ($161M EOY assets).
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)
| 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.
Itpeu Pension Fund vs. nearby Money Purchase plans in New Jersey, assets vs. participants
- 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)
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Itpeu Pension Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did Itpeu Pension Fund assets move in 2023? ▼
How have Itpeu Pension Fund plan assets changed over time? ▼
Where does Itpeu Pension Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Itpeu Pension Fund? ▼
Next read for Itpeu Pension Fund
Filing takeaways
Ways to act on Itpeu Pension Fund's numbers.
- By total assets, Itpeu Pension Fund ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New Jersey. Compare plans
- Itpeu Pension Fund's sponsor-wide assets have grown 22.6% since 2022 across 3 plan years on file. More Other Services plans