Profit Sharing · DOL Form 5500 · 2023

Board of Trustees of the Usmx-Ila Money Purchase Fund and Savings Plan Profit Sharing Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
4,374
Participants Above avg headcount
89th
Percentile by assets National rank
$17,777
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Usmx-Ila Money Purchase Fund and Savings Plan · Sponsored by Board of Trustees of the Usmx-Ila Money Purchase Fund and Savings Plan · New Jersey · Transportation & Warehousing

$78M in assets, 4,374 participants

Board of Trustees of the Usmx-Ila Money Purchase Fund and Savings Plan's Usmx-Ila Money Purchase Fund and Savings Plan reported $78M in total assets and 4,374 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,930 in Transportation & Warehousing (3,362 peers)

Coverage in New Jersey

Usmx-Ila Money Purchase Fund and Savings Plan covers 4,374 participants in New Jersey, 5.2x the typical New Jersey plan (state average ~844 per filing). Assets: $78M.

#2,930
in Transportation & Warehousing (3,362 peers)
+53.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Usmx-Ila Money Purchase Fund and Savings Plan's outsized position by total assets

Usmx-Ila Money Purchase Fund and Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$77,756,808 Top 11% higher than 89% of 127,068 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 2023

Usmx-Ila Money Purchase Fund and Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Usmx-Ila Money Purchase Fund and Savings Plan lands in the large band (4,374 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Usmx-Ila Money Purchase Fund and Savings Plan reported net income rose from $17M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Usmx-Ila Money Purchase Fund and Savings Plan end-of-year assets rose from $51M in the plan year 2022 filing to $78M in the plan year 2023 filing.
  • Usmx-Ila Money Purchase Fund and Savings Plan reported participants rose from 4,141 in the plan year 2022 filing to 4,374 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 832053281 · Board of Trustees of the Usmx-Ila Money Purchase Fund and Savings Plan PY 2023 · Profit Sharing

Usmx-Ila Money Purchase Fund and Savings Plan · $78M · 4,374 · 89th

  • IND $78M
  • IND 4,374
  • IND 89th
  • IND Profit Sharing
  • IND near The American University in Cairo Custodial Retirement Plan
  • IND ind #2930

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 Transportation & Warehousing retirement plans → · Plans in New Jersey →

Usmx-Ila Money Purchase Fund and Savings Plan in the asset neighbourhood

The American University in Cairo Custodial Retirement PlanThe American University in C…$78MUsmx-Ila Money Purchase Fund and Savings PlanUsmx-Ila Money Purchase Fund…$78MRoofers Local #2 Supplemental Pension PlanRoofers Local #2 Supplementa…$78MSchiff Hardin LLP Professional Retirement Plan IISchiff Hardin LLP Profession…$77MNew Orleans Electrical Annuity PlanNew Orleans Electrical Annui…$77M
End-of-year total assets ($M) among Usmx-Ila Money Purchase Fund and Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$76M
Net Income$27M
Employer EIN832053281
Plan Effective Date2018-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Usmx-Ila Money Purchase Fund and Savings Plan)

Sponsor-wide plan assets over time

All Board of Trustees of the Usmx-Ila Money Purchase Fund and Savings Plan plans reported in each filing year

Latest sponsor-wide plan assets
$130M 155.2002509153093% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $50.8M $130M ▲ +155.2%
Year Plans Participants Total Assets
2022 1 4,141 $51M
2023 1 4,374 $78M
2024 1 5,297 $130M

Nearby Profit Sharing Plans in New Jersey

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Usmx-Ila Money Purchase Fund and Savings Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 020004000600080001000012000 -10123 Total assets ($B) Participants Usmx-Ila Money Purchase Fund and Savings Plan, Total assets ($B): 0.077756808 · Participants: 4374Usmx-Ila Money Purchase Fund and Savings PlanErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.4875433 · Participants: 1843Ernst & Young Partnership Retirement (Hr-10) PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.438796802 · Participants: 10336Operating Engineers Local 825 Profit Sharing FundHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.401252704 · Participants: 8602Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.637415895 · Participants: 2283IBEW Local Union No 102 Surety PlanKpmg Partner Retirement Savings Plan, Total assets ($B): 0.529416194 · Participants: 1895Kpmg Partner Retirement Savings Plan
Usmx-Ila Money Purchase Fund and Savings Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Usmx-Ila Money Purchase Fund and Savings Plan side-by-side with 3 peers →

Usmx-Ila Money Purchase Fund and Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is The American University in Cairo Custodial Retirement Plan in NY ($78M); by covered participants it is American Maritime Officers Defined Contribution Plan in FL (4,371 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,374 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Usmx-Ila Money Purchase Fund and Savings Plan assets move in 2023? ▼
Usmx-Ila Money Purchase Fund and Savings Plan surged - up 53.2% during 2023, from $51M to $78M. Reported net income was $27M.
How have Board of Trustees of the Usmx-Ila Money Purchase Fund and Savings Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Usmx-Ila Money Purchase Fund and Savings Plan's sponsor-wide assets grew 155.2%, from $51M to $130M.
Where does Usmx-Ila Money Purchase Fund and Savings Plan rank by assets among Form 5500 filers? ▼
Usmx-Ila Money Purchase Fund and Savings Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Usmx-Ila Money Purchase Fund and Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The American University in Cairo Custodial Retirement Plan in NY ($78M, 306 participants).
Which Profit Sharing plans cover a similar participant headcount to Usmx-Ila Money Purchase Fund and Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is American Maritime Officers Defined Contribution Plan in FL (4,371 participants, $314M in assets).

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 832053281.

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.