Money Purchase · DOL Form 5500 · 2024
Legal Aid Society of Orange County Inc. Money Purchase Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 27
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $104,846
- Avg per participant Below avg balance/head
Official DOL plan name: Legal Aid Society of Orange County Inc. Money Purchase Plan · Sponsored by Legal Aid Society of Orange County Inc. · New York · Professional & Technical Services
$3M in assets, 27 participants
Legal Aid Society of Orange County Inc.'s Legal Aid Society of Orange County Inc. Money Purchase Plan reported $3M in total assets and 27 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.
- #6,007 in Professional & Technical Services (20,173 peers)
2024 asset change
Legal Aid Society of Orange County Inc. Money Purchase Plan grew at a solid clip 9.6% in 2024 ($3M → $3M) for 27 participants.
- #6,007
- in Professional & Technical Services (20,173 peers)
- +9.6%
- assets growth YoY
Legal Aid Society of Orange County Inc. Money Purchase Plan among the smaller filed plans by assets
Legal Aid Society of Orange County Inc. Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,830,843 33rd percentile higher than 33% 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
Legal Aid Society of Orange County Inc. Money Purchase Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Legal Aid Society of Orange County Inc. Money Purchase Plan is a small filing (27 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Legal Aid Society of Orange County Inc. Money Purchase Plan reported net income rose from -$273K in the plan year 2023 filing to $249K in the plan year 2024 filing.
- Legal Aid Society of Orange County Inc. Money Purchase Plan reported participants fell from 30 in the plan year 2023 filing to 27 in the plan year 2024 filing.
- Legal Aid Society of Orange County Inc. Money Purchase Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 141483177 · Legal Aid Society of Orange County Inc. PY 2024 · Money Purchase
Legal Aid Society of Orange County Inc. Money Purchase Plan · $3M · 27 · 33rd
- VS-ST $3M
- BOY 27
- SCH 33rd
- EBSA Money Purchase
- PART near Amended Charles S. James, D.D.S., Ltd. Pension Plan and Trust
- TYPE ind #6007
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 Professional & Technical Services retirement plans → · Plans in New York →
Legal Aid Society of Orange County Inc. Money Purchase Plan in the asset neighbourhood
Legal Aid Society of Orange County Inc. years around the 2024 move
Sponsor-wide plan assets over time
All Legal Aid Society of Orange County Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 0.822646623158408% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 27 | $3M |
| 2023 | 1 | 30 | $3M |
| 2024 | 1 | 27 | $3M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $249K |
| Employer EIN | 141483177 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $5.9B · 11,906
- Young Men's Christian Association Retirement Fund Retirement Plan $3.9B · 47,199
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.2B · 15,274
- Brookhaven Science Associates, LLC Retirement Plan $1.5B · 2,624
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 2,357
Legal Aid Society of Orange County Inc. Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Amended Charles S. James, D.D.S., Ltd. Pension Plan and Trust in IL ($3M); by covered participants it is David Chapman Agency Money Purchase Plan in MI (26 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (27 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.