Money Purchase · DOL Form 5500 · 2024
Board of Trustees of Marble Money Purchase Plan
Data updated 2026-08-11
- $88M
- Total assets
- 311
- Participants
- 89th
- Percentile by assets
- $283,118
- Avg per participant
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.
- 89th percentile by assets (of 123,622 plans)
- #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.
- $88M
- total plan assets (2024 EOY)
- 311
- covered participants
- 89th
- percentile by assets (of 123,622 plans)
- $283,118
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Marble Industry Annuity Trust Fund reports 311 participants - about 39% of that state average ($88M EOY assets).
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)
| 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.
Marble Industry Annuity Trust 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 Marble Industry Annuity Trust Fund by total assets, not by location.
Frequently Asked Questions
How did Marble Industry Annuity Trust Fund assets move in 2024? ▼
How have Board of Trustees of Marble plan assets changed over time? ▼
Where does Marble Industry Annuity Trust Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Marble Industry Annuity Trust Fund? ▼
Next read for Marble Industry Annuity Trust Fund
Filing takeaways
Ways to act on Marble Industry Annuity Trust Fund's numbers.
- By total assets, Marble Industry Annuity Trust Fund ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Board of Trustees of Marble's sponsor-wide assets have grown 10.7% since 2022 across 3 plan years on file. More Finance & Insurance plans