Money Purchase · DOL Form 5500 · 2024

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

Data updated 2026-08-11

$4M
Total assets: 240
Participants: 40th
Percentile by assets: $18,584
Avg per participant

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.

40th percentile by assets (of 123,622 plans)
#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.

$4M
total plan assets (2024 EOY): 240
covered participants: 40th
percentile by assets (of 123,622 plans): $18,584
avg assets per participant

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 →

State

New York

Industry

Finance & Insurance

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Local 210 - Affiliated Annuity Fund reports 240 participants - about 30% of that state average ($4M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$4M
Net Income	$312K
Employer EIN	132535703
Plan Effective Date	1964-11-15
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Bd of Trustees Local 210-Affiliated Annu C/0 Savasta and Company plans on file

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

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

Compare Local 210 - Affiliated Annuity Fund side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Local 210 - Affiliated Annuity Fund by total assets, not by location.

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).

Next read for Local 210 - Affiliated Annuity Fund

Filing takeaways

Ways to act on Local 210 - Affiliated Annuity Fund's numbers.

By total assets, Local 210 - Affiliated Annuity Fund ranks in the lower half of filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
Bd of Trustees Local 210-Affiliated Annu C/0 Savasta and Company's sponsor-wide assets have grown 20.6% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.