Money Purchase
2023 plan-year Money Purchase DOL Form 5500

NM STATE CONFERENCE OF THE OPERATIVE PLASTERERS' & CEMENT MASONS' PENSION TRUST FUND

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

NM STATE CONFERENCE OF THE MASONS' PENSION TRUST FUND

This Money Purchase plan holds $13M in total assets and serves 86 participants as of 2023. It is sponsored by NM STATE CONFERENCE OF THE MASONS' PENSION TRUST FUND in New Mexico. The plan reported positive net income of $366K for the year.

Total Assets (2023)
$13M
Participants
86
State
Industry
Construction

What the Filing Says About NM STATE CONFERENCE OF THE OPERATIVE PLASTERERS' & CEMENT MASONS' PENSION TRUST FUND

NM STATE CONFERENCE OF THE OPERATIVE PLASTERERS' & CEMENT MASONS' PENSION TRUST FUND is a Money Purchase retirement plan sponsored by NM STATE CONFERENCE OF THE MASONS' PENSION TRUST FUND, headquartered in New Mexico. As of the 2023 Form 5500 filing, the plan reports $13M in total end-of-year assets and covers 86 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 856073938, and the plan has been effective since 1973-12-14. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $12M at the beginning of 2023 to $13M at year-end — a gain of 3.1%. Net assets (after liabilities) closed the year at $13M, with reported net income of $366K 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)$12M
Total Assets (End of Year)$13M
Net Assets (End of Year)$13M
Net Income$366K
Plan TypeMoney Purchase
Employer EIN856073938
Plan Effective Date1973-12-14
Filing StatusFILING RECEIVED

Sponsor Plan History (NM STATE CONFERENCE OF THE MASONS' PENSION TRUST FUND)

Year Plans Participants Total Assets
2022 1 75 $12M
2023 1 86 $13M

Nearby Money Purchase Plans in New Mexico

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

Frequently Asked Questions

How much money is in the NM STATE CONFERENCE OF THE OPERATIVE PLASTERERS' & CEMENT MASONS' PENSION TRUST FUND?
As of the 2023 Form 5500 filing, NM STATE CONFERENCE OF THE OPERATIVE PLASTERERS' & CEMENT MASONS' PENSION TRUST FUND holds $13M in total assets with 86 participants. It is sponsored by NM STATE CONFERENCE OF THE MASONS' PENSION TRUST FUND.
What type of plan is NM STATE CONFERENCE OF THE OPERATIVE PLASTERERS' & CEMENT MASONS' PENSION TRUST FUND?
NM STATE CONFERENCE OF THE OPERATIVE PLASTERERS' & CEMENT MASONS' PENSION TRUST FUND is a Money Purchase plan. It has been effective since 1973-12-14. The plan is filed with the U.S. Department of Labor under EIN 856073938.
Who sponsors the NM STATE CONFERENCE OF THE OPERATIVE PLASTERERS' & CEMENT MASONS' PENSION TRUST FUND?
NM STATE CONFERENCE OF THE OPERATIVE PLASTERERS' & CEMENT MASONS' PENSION TRUST FUND is sponsored by NM STATE CONFERENCE OF THE MASONS' PENSION TRUST FUND, located in New Mexico. The sponsor's EIN is 856073938 and the plan operates in the Construction industry.
How did NM STATE CONFERENCE OF THE OPERATIVE PLASTERERS' & CEMENT MASONS' PENSION TRUST FUND perform in 2023?
NM STATE CONFERENCE OF THE OPERATIVE PLASTERERS' & CEMENT MASONS' PENSION TRUST FUND grew by 3.1% during 2023, moving from $12M to $13M in total assets. Net income was $366K.
Where can I find official filings for NM STATE CONFERENCE OF THE OPERATIVE PLASTERERS' & CEMENT MASONS' PENSION TRUST FUND?
Official Form 5500 filings for NM STATE CONFERENCE OF THE OPERATIVE PLASTERERS' & CEMENT MASONS' PENSION TRUST FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 856073938 or plan name at efast.dol.gov.
How does NM STATE CONFERENCE OF THE OPERATIVE PLASTERERS' & CEMENT MASONS' PENSION TRUST FUND compare to other plans?
You can compare NM STATE CONFERENCE OF THE OPERATIVE PLASTERERS' & CEMENT MASONS' PENSION TRUST FUND against other Money Purchase plans on the plan type page, or view plans in New Mexico on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 856073938.

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.

Data sourced from official public datasets. See our methodology for details.