Money Purchase
2024 plan-year Money Purchase DOL Form 5500

EGA MONEY PURCHASE PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

EVERGREEN SHIPPING AGENCY (AMERICA) CORPORATION

This Money Purchase plan holds $119M in total assets and serves 371 participants as of 2024. It is sponsored by EVERGREEN SHIPPING AGENCY (AMERICA) CORPORATION in New Jersey. The plan reported positive net income of $11M for the year.

Total Assets (2023)
$119M
Participants
371
State
Industry
Transportation & Warehousing

What the Filing Says About EGA MONEY PURCHASE PENSION PLAN

EGA MONEY PURCHASE PENSION PLAN is a Money Purchase retirement plan sponsored by EVERGREEN SHIPPING AGENCY (AMERICA) CORPORATION, headquartered in New Jersey. As of the 2024 Form 5500 filing, the plan reports $119M in total end-of-year assets and covers 371 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 133373601, and the plan has been effective since 1997-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $108M at the beginning of 2024 to $119M at year-end — a gain of 9.9%. Net assets (after liabilities) closed the year at $119M, with reported net income of $11M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$108M
Total Assets (End of Year)$119M
Net Assets (End of Year)$119M
Net Income$11M
Plan TypeMoney Purchase
Employer EIN133373601
Plan Effective Date1997-07-01
Filing StatusFILING 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.

Frequently Asked Questions

How much money is in the EGA MONEY PURCHASE PENSION PLAN?
As of the 2024 Form 5500 filing, EGA MONEY PURCHASE PENSION PLAN holds $119M in total assets with 371 participants. It is sponsored by EVERGREEN SHIPPING AGENCY (AMERICA) CORPORATION.
What type of plan is EGA MONEY PURCHASE PENSION PLAN?
EGA MONEY PURCHASE PENSION PLAN is a Money Purchase plan. It has been effective since 1997-07-01. The plan is filed with the U.S. Department of Labor under EIN 133373601.
Who sponsors the EGA MONEY PURCHASE PENSION PLAN?
EGA MONEY PURCHASE PENSION PLAN is sponsored by EVERGREEN SHIPPING AGENCY (AMERICA) CORPORATION, located in New Jersey. The sponsor's EIN is 133373601 and the plan operates in the Transportation & Warehousing industry.
How did EGA MONEY PURCHASE PENSION PLAN perform in 2024?
EGA MONEY PURCHASE PENSION PLAN grew by 9.9% during 2024, moving from $108M to $119M in total assets. Net income was $11M.
Where can I find official filings for EGA MONEY PURCHASE PENSION PLAN?
Official Form 5500 filings for EGA MONEY PURCHASE PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 133373601 or plan name at efast.dol.gov.
How does EGA MONEY PURCHASE PENSION PLAN compare to other plans?
You can compare EGA MONEY PURCHASE PENSION PLAN against other Money Purchase plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 133373601.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.