Money Purchase · DOL Form 5500 · 2024
Evergreen Shipping Agency (America) Corporation Money Purchase Plan
Data updated 2026-08-11
- $119M
- Total assets
- 371
- Participants
- 92nd
- Percentile by assets
- $320,014
- Avg per participant
Official DOL plan name: Ega Money Purchase Pension Plan · Sponsored by Evergreen Shipping Agency (America) Corporation · New Jersey · Transportation & Warehousing
$119M in assets, 371 participants
Evergreen Shipping Agency (America) Corporation's Ega Money Purchase Pension Plan reported $119M in total assets and 371 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 123,622 plans)
- #2,958 in Transportation & Warehousing (3,299 peers)
Coverage in New Jersey
Ega Money Purchase Pension Plan covers 371 participants in New Jersey, about 44% of the average New Jersey filer (state average ~844 per filing). Assets: $119M.
- $119M
- total plan assets (2024 EOY)
- 371
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $320,014
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ega Money Purchase Pension Plan reported net income fell from $14M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Ega Money Purchase Pension Plan end-of-year assets rose from $108M in the plan year 2023 filing to $119M in the plan year 2024 filing.
- Ega Money Purchase Pension Plan reported participants rose from 350 in the plan year 2023 filing to 371 in the plan year 2024 filing.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Ega Money Purchase Pension Plan reports 371 participants - about 44% of that state average ($119M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $108M |
|---|---|
| Net Assets (End of Year) | $119M |
| Net Income | $11M |
| Employer EIN | 133373601 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Evergreen Shipping Agency (America) Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 688 | $259M |
| 2023 | 2 | 700 | $295M |
| 2024 | 2 | 723 | $317M |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Ega Money Purchase Pension Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Ega Money Purchase Pension Plan by total assets, not by location.
- Nmdp Employer Contribution Plan (MN) $119M · 1,708
- Painting Industry of Hawaii Annuity Plan (HI) $118M · 553
- IBEW Local Union No. 915 Pension-Annuity Fund (TN) $115M · 1,864
- University of Maryland Faculty Physicians, Inc. Money Purchase Pension Plan (MD) $114M · 1,269
Frequently Asked Questions
How did Ega Money Purchase Pension Plan assets move in 2024? ▼
How have Evergreen Shipping Agency (America) Corporation plan assets changed over time? ▼
Where does Ega Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Ega Money Purchase Pension Plan? ▼
Next read for Ega Money Purchase Pension Plan
Filing takeaways
Ways to act on Ega Money Purchase Pension Plan's numbers.
- By total assets, Ega Money Purchase Pension Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New Jersey. Compare plans
- Evergreen Shipping Agency (America) Corporation's sponsor-wide assets have grown 22.3% since 2022 across 3 plan years on file. More Transportation & Warehousing plans