Money Purchase · DOL Form 5500 · 2024
Local 976 - I. L. a. Pension Fund Money Purchase Plan
Data updated 2026-08-25
- $159K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 9th
- Percentile by assets National rank
Official DOL plan name: Local 976 I.L.a. Pension Fund 601 West 51st Street, 2nd Floor New York, Ny 10019 · Sponsored by Local 976 - I. L. a. Pension Fund · New York · Other Services
$159K in assets, N/A participants
Local 976 - I. L. a. Pension Fund's Local 976 I.L.a. Pension Fund 601 West 51st Street, 2nd Floor New York, Ny 10019 reported $159K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 9th 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.
- #1,474 in Other Services (7,719 peers)
What the 2024 filing shows
Local 976 I.L.a. Pension Fund 601 West 51st Street, 2nd Floor New York, Ny 10019 holds $159K for N/A participants, among the smaller plans by assets on file.
- #1,474
- in Other Services (7,719 peers)
- +0.8%
- assets growth YoY
The plan reported a net loss of $957K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Local 976 I.L.a. Pension Fund 601 West 51st Street, 2nd Floor New York, Ny 10019 among the smaller filed plans by assets
Local 976 I.L.a. Pension Fund 601 West 51st Street, 2nd Floor New York, Ny 10019 vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$158,841 9th percentile higher than 9% 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
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Local 976 I.L.a. Pension Fund 601 West 51st Street, 2nd Floor New York, Ny 10019 reported participants fell from 140 in the plan year 2023 filing to N/A in the plan year 2024 filing.
- Local 976 I.L.a. Pension Fund 601 West 51st Street, 2nd Floor New York, Ny 10019 reported net income rose from -$2M in the plan year 2023 filing to -$957K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 516044678 · Local 976 - I. L. a. Pension Fund PY 2024 · Money Purchase
Local 976 I.L.a. Pension Fund 601 West 51st Street, 2nd Floor New York, Ny 10019 · $159K · N/A · 9th
- PART $159K
- TYPE N/A
- NET 9th
- BOOK Money Purchase
- VS-ST near Live Oak Preschool 403(b) Defined Benefit Plan
- BOY ind #1474
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 Other Services retirement plans → · Plans in New York →
Local 976 I.L.a. Pension Fund 601 West 51st Street, 2nd Floor New York, Ny 10019 in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $158K |
|---|---|
| Net Assets (End of Year) | -$7M |
| Net Income | -$957K |
| Employer EIN | 516044678 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Local 976 - I. L. a. Pension Fund)
Sponsor-wide plan assets over time
All Local 976 - I. L. a. Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $159K 1.673228346456693% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $162K |
| 2023 | 1 | 140 | $158K |
| 2024 | 1 | N/A | $159K |
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
Local 976 I.L.a. Pension Fund 601 West 51st Street, 2nd Floor New York, Ny 10019's closest out-of-state Money Purchase peers by assets
Outside New York, the nearest Money Purchase by end-of-year assets is Live Oak Preschool 403(b) Defined Benefit Plan in CA at $156K (this filing: $159K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($159K here).
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.