Money Purchase · DOL Form 5500 · 2024

State Shorthand Reporting Service Money Purchase Plan

Data updated 2026-08-11

$141K
Total assets
3
Participants
8th
Percentile by assets
$46,933
Avg per participant
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Official DOL plan name: State Shorthand Reporting Retirement Plan · Sponsored by State Shorthand Reporting Service · New Jersey · Information & Media

$141K in assets, 3 participants

State Shorthand Reporting Service's State Shorthand Reporting Retirement Plan reported $141K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 8th 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.

  • 8th percentile by assets (of 123,622 plans)
  • #140 in Information & Media (2,822 peers)

What the 2024 filing shows

State Shorthand Reporting Retirement Plan holds $141K for 3 participants - about $46,933 per participant, among the smaller plans by assets on file.

$141K
total plan assets (2024 EOY)
3
covered participants
8th
percentile by assets (of 123,622 plans)
$46,933
avg assets per participant

Where State Shorthand Reporting Retirement Plan sits by total assets

State Shorthand Reporting Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$140,799 8th percentile higher than 8% of 123,620 filed plans

This plan $0 $2,010,000,000 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 2024

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • State Shorthand Reporting Retirement Plan end-of-year assets rose from $136K in the plan year 2023 filing to $141K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Money Purchase filing for State Shorthand Reporting Retirement Plan

Money Purchase filing for plan year 2024: EIN 222088894 ; effective since 2003-07-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

Filing particulars (2024)

Total Assets (Beginning of Year)$136K
Net Assets (End of Year)$141K
Net Income$5K
Employer EIN222088894
Plan Effective Date2003-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (State Shorthand Reporting Service)

$0.13M$0.13M$0.14M$0.14M$0.14M 202220232024 $0.13M $0.14M ▲ +7.7%
Total plan assets by year, all State Shorthand Reporting Service plans on file
Year Plans Participants Total Assets
2022 1 3 $130K
2023 1 3 $136K
2024 1 3 $141K

Nearby Money Purchase Plans in New Jersey

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

State Shorthand Reporting Retirement Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants

State Shorthand Reporting Retirement Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -10123 Total assets ($B) Participants State Shorthand Repo…Princeton University…Local 68 Engineers U…Nysa-Ila Money Purch…Educational Testing …Ironworkers Local 11…
State Shorthand Reporting Retirement Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to State Shorthand Reporting Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did State Shorthand Reporting Retirement Plan assets move in 2024?
State Shorthand Reporting Retirement Plan edged up modestly - up 3.8% during 2024, from $136K to $141K. Reported net income was $5K.
How have State Shorthand Reporting Service plan assets changed over time?
Across 3 plan years on file (2022-2024), State Shorthand Reporting Service's sponsor-wide assets grew 7.9%, from $130K to $141K.
Where does State Shorthand Reporting Retirement Plan rank by assets among Form 5500 filers?
State Shorthand Reporting Retirement Plan ranks in the 8th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to State Shorthand Reporting Retirement Plan?
Among Money Purchase plans in other states, the closest by assets is Ramon Ortiz Llavona Retirement Plan in PR ($141K, 1 participant).

Next read for State Shorthand Reporting Retirement Pla…

Filing takeaways

Ways to act on State Shorthand Reporting Retirement Plan's numbers.