Money Purchase · DOL Form 5500 · 2024
Local 210's Annuity Fund C/O Savasta Money Purchase Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 1,816
- Participants Near avg headcount
- 62nd
- Percentile by assets National rank
- $7,327
- Avg per participant Low balance/head
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.
- #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.
- #3,917
- in Finance & Insurance (8,549 peers)
- +14.2%
- assets growth YoY
Local 210's Annuity Fund's mid-pack asset rank among Finance & Insurance and all filers
Local 210's Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,306,600 Top 38% higher than 62% 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
Local 210's Annuity 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. Local 210's Annuity Fund lands in the large band (1,816 participants).
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.
Plan-year Form 5500 strip
Filing strip 133532443 · Local 210's Annuity Fund C/O Savasta PY 2024 · Money Purchase
Local 210's Annuity Fund · $13M · 1,816 · 62nd
- EOY $13M
- EOY 1,816
- EOY 62nd
- EOY Money Purchase
- EOY near Association of Public and Land-Grant Universities Aplu-DC Plan
- EOY ind #3917
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 Finance & Insurance retirement plans → · Plans in New York →
Local 210's Annuity Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Local 210's Annuity Fund C/O Savasta plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 30.723153498371484% vs 2022
- 2024 filing year
| 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.
- 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 210's Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Association of Public and Land-Grant Universities Aplu-DC Plan in DC ($13M); by covered participants it is Thrivent Capital Accumulation Plan in MN (1,816 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,816 participants); asset peers above are excluded.
- Thrivent Capital Accumulation Plan (MN) 1,816 · 0 off
- First Hawaiian, Inc. Future Plan (HI) 1,815 · 1 off
- UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan (KY) 1,824 · 8 off
- Greater Texas IBEW NECA Annuity Plan (TX) 1,845 · 29 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.