Profit Sharing · DOL Form 5500 · 2023
Board of Trustees of the Usmx-Ila Money Purchase Fund and Savings Plan Profit Sharing Plan
Data updated 2026-08-11
- $78M
- Total assets
- 4,374
- Participants
- 89th
- Percentile by assets
- $17,777
- Avg per participant
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.
- 89th percentile by assets (of 127,072 plans)
- #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.
- $78M
- total plan assets (2023 EOY)
- 4,374
- covered participants
- 89th
- percentile by assets (of 127,072 plans)
- $17,777
- avg assets per participant
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.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Usmx-Ila Money Purchase Fund and Savings Plan reports 4,374 participants - 5.2x that state average ($78M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $51M |
|---|---|
| Net Assets (End of Year) | $76M |
| Net Income | $27M |
| Employer EIN | 832053281 |
| Plan Effective Date | 2018-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Usmx-Ila Money Purchase Fund and Savings Plan)
| 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
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.5B · 1,843
- Operating Engineers Local 825 Profit Sharing Fund $1.4B · 10,336
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.4B · 8,602
- IBEW Local Union No 102 Surety Plan $637M · 2,283
- Kpmg Partner Retirement Savings Plan $529M · 1,895
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Usmx-Ila Money Purchase Fund and Savings Plan by total assets, not by location.
Frequently Asked Questions
How did Usmx-Ila Money Purchase Fund and Savings Plan assets move in 2023? ▼
How have Board of Trustees of the Usmx-Ila Money Purchase Fund and Savings Plan plan assets changed over time? ▼
Where does Usmx-Ila Money Purchase Fund and Savings Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Usmx-Ila Money Purchase Fund and Savings Plan? ▼
Next read for Usmx-Ila Money Purchase Fund and Savings…
Filing takeaways
Ways to act on Usmx-Ila Money Purchase Fund and Savings Plan's numbers.
- By total assets, Usmx-Ila Money Purchase Fund and Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New Jersey. Compare plans
- Board of Trustees of the Usmx-Ila Money Purchase Fund and Savings Plan's sponsor-wide assets have grown 155.2% since 2022 across 3 plan years on file. More Transportation & Warehousing plans