Money Purchase · DOL Form 5500 · 2024
State Shorthand Reporting Service Money Purchase Plan
Data updated 2026-08-25
- $141K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $46,933
- Avg per participant Low balance/head
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.
- #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.
- #140
- in Information & Media (2,822 peers)
- +3.8%
- assets growth YoY
State Shorthand Reporting Retirement Plan among the smaller filed plans by 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
State Shorthand Reporting Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. State Shorthand Reporting Retirement Plan is a micro filing (3 participants), the leftmost band.
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.
DOL schedule card
Filing strip 222088894 · State Shorthand Reporting Service PY 2024 · Money Purchase
State Shorthand Reporting Retirement Plan · $141K · 3 · 8th
- RANK $141K
- PHOTO 3
- IND 8th
- EOY Money Purchase
- 5500 near Ramon Ortiz Llavona Retirement Plan
- ASSETS ind #140
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 Information & Media retirement plans → · Plans in New Jersey →
State Shorthand Reporting Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $136K |
|---|---|
| Net Assets (End of Year) | $141K |
| Net Income | $5K |
| Employer EIN | 222088894 |
| Plan Effective Date | 2003-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (State Shorthand Reporting Service)
Sponsor-wide plan assets over time
All State Shorthand Reporting Service plans reported in each filing year
- Latest sponsor-wide plan assets
- $141K 7.9390998367102865% vs 2022
- 2024 filing year
| 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.
- Princeton University Retirement Plan $2.4B · 8,833
- Local 68 Engineers Union Annuity Plan $971M · 5,385
- Nysa-Ila Money Purchase Pension Fund and Plan $936M · 4,689
- Educational Testing Service 401(a) Retirement Plan $593M · 3,097
- Ironworkers Local 11 Annuity Fund $395M · 1,148
State Shorthand Reporting Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside New Jersey, the nearest Money Purchase by assets is Ramon Ortiz Llavona Retirement Plan in PR ($141K); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($141K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Ansonics Profit Sharing Plan (OR) 3 · 0 off
- Jim G. Taylor, O.D., P.C. Profit Sharing Plan (TN) 3 · 0 off
- Software Plus Money Purchase (MI) 3 · 0 off
- Software Plus P-S Plan (MI) 3 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.