Money Purchase · DOL Form 5500 · 2024

Bd of Trustees Local 210-Affiliated Annu C/0 Savasta and Company Money Purchase Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
240
Participants Below avg headcount
40th
Percentile by assets National rank
$18,584
Avg per participant Low balance/head
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Official DOL plan name: Local 210 - Affiliated Annuity Fund · Sponsored by Bd of Trustees Local 210-Affiliated Annu C/0 Savasta and Company · New York · Finance & Insurance

$4M in assets, 240 participants

Bd of Trustees Local 210-Affiliated Annu C/0 Savasta and Company's Local 210 - Affiliated Annuity Fund reported $4M in total assets and 240 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,285 in Finance & Insurance (8,549 peers)

Coverage in New York

Local 210 - Affiliated Annuity Fund covers 240 participants in New York, about 30% of the average New York filer (state average ~798 per filing). Assets: $4M.

#2,285
in Finance & Insurance (8,549 peers)
+7.8%
assets growth YoY

Local 210 - Affiliated Annuity Fund's mid-pack asset rank among Finance & Insurance and all filers

Local 210 - Affiliated Annuity Fund vs every filed plan by assets

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

$4,460,214 40th percentile higher than 40% 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

Local 210 - Affiliated Annuity 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. Local 210 - Affiliated Annuity Fund sits mid-pack in the medium band (240 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local 210 - Affiliated Annuity Fund reported net income fell from $442K in the plan year 2023 filing to $312K in the plan year 2024 filing.
  • Local 210 - Affiliated Annuity Fund reported participants rose from 221 in the plan year 2023 filing to 240 in the plan year 2024 filing.
  • Local 210 - Affiliated Annuity Fund end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 132535703 · Bd of Trustees Local 210-Affiliated Annu C/0 Savasta and Company PY 2024 · Money Purchase

Local 210 - Affiliated Annuity Fund · $4M · 240 · 40th

  • NET $4M
  • BOOK 240
  • VS-ST 40th
  • BOY Money Purchase
  • SCH near Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc.
  • EBSA ind #2285

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 - Affiliated Annuity Fund in the asset neighbourhood

Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension PlanMental Health Mental Retarda…$5MLocal 210 - Affiliated Annuity FundLocal 210 - Affiliated Annui…$4MEmployees' Retirement Plan of South Jersey Behavioral Health Resources, Inc.Employees' Retirement Plan o…$4MUhhs Memorial Hospital of Geneva Employee Retirement PlanUhhs Memorial Hospital of Ge…$4MBarc Developmental Services Money Purchase Pension Plan (Mppp)Barc Developmental Services …$4M
End-of-year total assets ($M) among Local 210 - Affiliated Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$312K
Employer EIN132535703
Plan Effective Date1964-11-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Bd of Trustees Local 210-Affiliated Annu C/0 Savasta and Company)

Sponsor-wide plan assets over time

All Bd of Trustees Local 210-Affiliated Annu C/0 Savasta and Company plans reported in each filing year

Latest sponsor-wide plan assets
$4M 20.552971028672932% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.7M $4.46M ▲ +20.5%
Year Plans Participants Total Assets
2022 1 193 $4M
2023 1 221 $4M
2024 1 240 $4M

Nearby Money Purchase Plans in New York

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

Local 210 - Affiliated Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Local 210 - Affiliated Annuity Fund, Total assets ($B): 0.004460214 · Participants: 240Local 210 - Affiliated Annuity FundTiaa Retirement Plan, Total assets ($B): 5.903718286 · Participants: 11906Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.876243 · Participants: 47199Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 2.152151099 · Participants: 15274McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.539461125 · Participants: 2624Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.218944937 · Participants: 2357Iron Workers Locals 40, 361 & 417 Annuity Fund
Local 210 - Affiliated Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Local 210 - Affiliated Annuity Fund side-by-side with 3 peers →

Local 210 - Affiliated Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. in NJ ($4M); by covered participants it is Self-Help, Inc. Pension Plan in MA (240 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (240 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 Local 210 - Affiliated Annuity Fund assets move in 2024? ▼
Local 210 - Affiliated Annuity Fund grew at a solid clip - up 7.8% during 2024, from $4M to $4M. Reported net income was $312K.
How have Bd of Trustees Local 210-Affiliated Annu C/0 Savasta and Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bd of Trustees Local 210-Affiliated Annu C/0 Savasta and Company's sponsor-wide assets grew 20.6%, from $4M to $4M.
Which Money Purchase plans are similar in size to Local 210 - Affiliated Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. in NJ ($4M, 104 participants).
Which Money Purchase plans cover a similar participant headcount to Local 210 - Affiliated Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Self-Help, Inc. Pension Plan in MA (240 participants, $7M 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 132535703.

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.