Money Purchase · DOL Form 5500 · 2024
Board of Trustees of Marble Money Purchase Plan
Data updated 2026-08-25
- $88M
- Total assets Below avg plan size
- 311
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $283,118
- Avg per participant High balance/head
Official DOL plan name: Marble Industry Annuity Trust Fund · Sponsored by Board of Trustees of Marble · New York · Finance & Insurance
$88M in assets, 311 participants
Board of Trustees of Marble's Marble Industry Annuity Trust Fund reported $88M in total assets and 311 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #7,156 in Finance & Insurance (8,549 peers)
Coverage in New York
Marble Industry Annuity Trust Fund covers 311 participants in New York, about 39% of the average New York filer (state average ~798 per filing). Assets: $88M.
- #7,156
- in Finance & Insurance (8,549 peers)
- +1.2%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Marble Industry Annuity Trust Fund's outsized position by total assets
Marble Industry Annuity Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$88,049,820 Top 11% higher than 89% 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
Marble Industry Annuity Trust Fund among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marble Industry Annuity Trust Fund sits mid-pack in the medium band (311 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Marble Industry Annuity Trust Fund reported net income rose from $883K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Marble Industry Annuity Trust Fund reported participants fell from 362 in the plan year 2023 filing to 311 in the plan year 2024 filing.
- Marble Industry Annuity Trust Fund end-of-year assets rose from $87M in the plan year 2023 filing to $88M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 132967109 · Board of Trustees of Marble PY 2024 · Money Purchase
Marble Industry Annuity Trust Fund · $88M · 311 · 89th
- PART $88M
- PART 311
- PART 89th
- PART Money Purchase
- PART near Insulators Local No. 37 Retirement Plan
- PART ind #7156
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 →
Marble Industry Annuity Trust Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $87M |
|---|---|
| Net Assets (End of Year) | $88M |
| Net Income | $1M |
| Employer EIN | 132967109 |
| Plan Effective Date | 1951-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Marble)
Sponsor-wide plan assets over time
All Board of Trustees of Marble plans reported in each filing year
- Latest sponsor-wide plan assets
- $187M 10.724573873099402% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 815 | $169M |
| 2023 | 2 | 763 | $178M |
| 2024 | 2 | 666 | $187M |
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
Marble Industry Annuity Trust Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Insulators Local No. 37 Retirement Plan in TN ($88M); by covered participants it is IBEW Local Union 573 Profit Sharing Plan and Trust in OH (311 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($88M here).
Similar participant headcount
Nearest other-state filings by covered participants (311 participants); asset peers above are excluded.
- IBEW Local Union 573 Profit Sharing Plan and Trust (OH) 311 · 0 off
- Plasterers and Cement Masons Local Union No. 148 Defined Contribution Pension Plan (TN) 312 · 1 off
- New Jersey Institute for Disabilities Retirement Plan (NJ) 310 · 1 off
- National Democratic Institute for International Affairs Money Purchase Pension Plan (DC) 309 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.