Money Purchase · DOL Form 5500 · 2024

Machinists' Money Purchase Pension Fund Money Purchase Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
1,759
Participants Near avg headcount
87th
Percentile by assets National rank
$38,824
Avg per participant Low balance/head
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Official DOL plan name: Machinists' Money Purchase Pension Fund · Sponsored by Machinists' Money Purchase Pension Fund · New Jersey · Transportation & Warehousing

$68M in assets, 1,759 participants

Machinists' Money Purchase Pension Fund's Machinists' Money Purchase Pension Fund reported $68M in total assets and 1,759 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,816 in Transportation & Warehousing (3,299 peers)

Coverage in New Jersey

Machinists' Money Purchase Pension Fund covers 1,759 participants in New Jersey, 2.1x the typical New Jersey plan (state average ~844 per filing). Assets: $68M.

#2,816
in Transportation & Warehousing (3,299 peers)
+6.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Machinists' Money Purchase Pension Fund's outsized position by total assets

Machinists' Money Purchase Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$68,290,871 Top 13% higher than 87% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Machinists' Money Purchase Pension Fund's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Machinists' Money Purchase Pension Fund lands in the large band (1,759 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Machinists' Money Purchase Pension Fund reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Machinists' Money Purchase Pension Fund reported participants rose from 1,526 in the plan year 2023 filing to 1,759 in the plan year 2024 filing.
  • Machinists' Money Purchase Pension Fund end-of-year assets rose from $64M in the plan year 2023 filing to $68M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 223290508 · Machinists' Money Purchase Pension Fund PY 2024 · Money Purchase

Machinists' Money Purchase Pension Fund · $68M · 1,759 · 87th

  • EBSA $68M
  • EBSA 1,759
  • EBSA 87th
  • EBSA Money Purchase
  • EBSA near Pine Crest Preparatory School, Inc. Money Purchase Pension Plan
  • EBSA ind #2816

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 Transportation & Warehousing retirement plans → · Plans in New Jersey →

Machinists' Money Purchase Pension Fund in the asset neighbourhood

Marine Biological Laboratory Defined Contribution Retirement PlanMarine Biological Laboratory…$70MIatse Local 8 Annuity Fund$69MMinneapolis Operative Plasterers' Retirement PlanMinneapolis Operative Plaste…$69MMachinists' Money Purchase Pension FundMachinists' Money Purchase P…$68MPine Crest Preparatory School, Inc. Money Purchase Pension PlanPine Crest Preparatory Schoo…$68M
End-of-year total assets ($M) among Machinists' Money Purchase Pension Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$68M
Net Income$4M
Employer EIN223290508
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Machinists' Money Purchase Pension Fund)

Sponsor-wide plan assets over time

All Machinists' Money Purchase Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$68M 14.791710836426217% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $59.5M $68.3M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 1,430 $59M
2023 1 1,526 $64M
2024 1 1,759 $68M

Nearby Money Purchase Plans in New Jersey

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Machinists' Money Purchase Pension Fund vs. nearby Money Purchase plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -10123 Total assets ($B) Participants Machinists' Money Purchase Pension Fund, Total assets ($B): 0.068290871 · Participants: 1759Machinists' Money Purchase Pension FundPrinceton University Retirement Plan, Total assets ($B): 2.402818313 · Participants: 8833Princeton University Retirement PlanLocal 68 Engineers Union Annuity Plan, Total assets ($B): 0.97127775 · Participants: 5385Local 68 Engineers Union Annuity PlanNysa-Ila Money Purchase Pension Fund and Plan, Total assets ($B): 0.936178353 · Participants: 4689Nysa-Ila Money Purchase Pension Fund and PlanEducational Testing Service 401(a) Retirement Plan, Total assets ($B): 0.593062355 · Participants: 3097Educational Testing Service 401(a) Retirement PlanIronworkers Local 11 Annuity Fund, Total assets ($B): 0.394941492 · Participants: 1148Ironworkers Local 11 Annuity Fund
Machinists' Money Purchase Pension Fund vs. nearby Money Purchase plans in New Jersey, assets vs. participants
Compare Machinists' Money Purchase Pension Fund side-by-side with 3 peers →

Machinists' Money Purchase Pension Fund's out-of-state Money Purchase peers by assets and headcount

Outside New Jersey, the nearest Money Purchase by assets is Pine Crest Preparatory School, Inc. Money Purchase Pension Plan in FL ($68M); by covered participants it is Flagler Hospital Money Accumulation Plan and Trust in FL (1,753 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,759 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.

Frequently Asked Questions

How did Machinists' Money Purchase Pension Fund assets move in 2024? ▼
Machinists' Money Purchase Pension Fund grew at a solid clip - up 6.2% during 2024, from $64M to $68M. Reported net income was $4M.
How have Machinists' Money Purchase Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Machinists' Money Purchase Pension Fund's sponsor-wide assets grew 14.8%, from $59M to $68M.
Where does Machinists' Money Purchase Pension Fund rank by assets among Form 5500 filers? ▼
Machinists' Money Purchase Pension Fund ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Machinists' Money Purchase Pension Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Pine Crest Preparatory School, Inc. Money Purchase Pension Plan in FL ($68M, 360 participants).
Which Money Purchase plans cover a similar participant headcount to Machinists' Money Purchase Pension Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Flagler Hospital Money Accumulation Plan and Trust in FL (1,753 participants, $61M in assets).

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 223290508.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.