Money Purchase · DOL Form 5500 · 2024
Local 210's Annuity Fund C/O Savasta Money Purchase Plan
Data updated 2026-08-11
- $13M
- Total assets
- 1,816
- Participants
- 62nd
- Percentile by assets
- $7,327
- Avg per participant
Official DOL plan name: Local 210's Annuity Fund · Sponsored by Local 210's Annuity Fund C/O Savasta · New York · Finance & Insurance
$13M in assets, 1,816 participants
Local 210's Annuity Fund C/O Savasta's Local 210's Annuity Fund reported $13M in total assets and 1,816 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- 62nd percentile by assets (of 123,622 plans)
- #3,917 in Finance & Insurance (8,549 peers)
Coverage in New York
Local 210's Annuity Fund covers 1,816 participants in New York, 2.3x the typical New York plan (state average ~798 per filing). Assets: $13M.
- $13M
- total plan assets (2024 EOY)
- 1,816
- covered participants
- 62nd
- percentile by assets (of 123,622 plans)
- $7,327
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Local 210's Annuity Fund reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Local 210's Annuity Fund end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Local 210's Annuity Fund reported participants fell from 1,835 in the plan year 2023 filing to 1,816 in the plan year 2024 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Local 210's Annuity Fund reports 1,816 participants - 2.3x that state average ($13M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 133532443 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Local 210's Annuity Fund C/O Savasta)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,448 | $10M |
| 2023 | 1 | 1,835 | $12M |
| 2024 | 1 | 1,816 | $13M |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Local 210's Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Local 210's Annuity Fund by total assets, not by location.
- Association of Public and Land-Grant Universities Aplu-DC Plan (DC) $13M · 55
- Stevens Community Medical Center Money Purchase Pension Plan (MN) $13M · 221
- Lyngblomsten Care Center Inc. Employees Pension Plan (MN) $13M · 362
- Nm State Conference of the Operative Plasterers' & Cement Masons' Pension Trust Fund (NM) $13M · 190
Frequently Asked Questions
How did Local 210's Annuity Fund assets move in 2024? ▼
How have Local 210's Annuity Fund C/O Savasta plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Local 210's Annuity Fund? ▼
Next read for Local 210's Annuity Fund
Filing takeaways
Ways to act on Local 210's Annuity Fund's numbers.
- By total assets, Local 210's Annuity Fund ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Local 210's Annuity Fund C/O Savasta's sponsor-wide assets have grown 30.7% since 2022 across 3 plan years on file. More Finance & Insurance plans