Money Purchase · DOL Form 5500 · 2024
Board of Trustees Money Purchase Plan
Data updated 2026-08-25
- $936M
- Total assets Above avg plan size
- 4,689
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $199,654
- Avg per participant Above avg balance/head
Official DOL plan name: Nysa-Ila Money Purchase Pension Fund and Plan · Sponsored by Board of Trustees · New Jersey · Transportation & Warehousing
$936M in assets, 4,689 participants
Board of Trustees's Nysa-Ila Money Purchase Pension Fund and Plan reported $936M in total assets and 4,689 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #3,211 in Transportation & Warehousing (3,299 peers)
Coverage in New Jersey
Nysa-Ila Money Purchase Pension Fund and Plan covers 4,689 participants in New Jersey, 5.6x the typical New Jersey plan (state average ~844 per filing). Assets: $936M.
- #3,211
- in Transportation & Warehousing (3,299 peers)
- +18.9%
- assets growth YoY
- 9.4×
- vs typical plan assets (national mean)
Nysa-Ila Money Purchase Pension Fund and Plan's outsized position by total assets
Nysa-Ila Money Purchase Pension Fund and Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$936,178,353 Top 2% higher than 98% 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
Nysa-Ila Money Purchase Pension Fund and Plan'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. Nysa-Ila Money Purchase Pension Fund and Plan lands in the large band (4,689 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Nysa-Ila Money Purchase Pension Fund and Plan end-of-year assets rose from $787M in the plan year 2023 filing to $936M in the plan year 2024 filing.
- Nysa-Ila Money Purchase Pension Fund and Plan reported net income rose from $129M in the plan year 2023 filing to $149M in the plan year 2024 filing.
- Nysa-Ila Money Purchase Pension Fund and Plan reported participants rose from 4,634 in the plan year 2023 filing to 4,689 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 133769078 · Board of Trustees PY 2024 · Money Purchase
Nysa-Ila Money Purchase Pension Fund and Plan · $936M · 4,689 · 98th
- VS-ST $936M
- VS-ST 4,689
- VS-ST 98th
- VS-ST Money Purchase
- VS-ST near Massachusetts Financial Services Company Defined Contribution Plan
- VS-ST ind #3211
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 Transportation & Warehousing retirement plans → · Plans in New Jersey →
Nysa-Ila Money Purchase Pension Fund and Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $787M |
|---|---|
| Net Assets (End of Year) | $936M |
| Net Income | $149M |
| Employer EIN | 133769078 |
| Plan Effective Date | 1993-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees)
Sponsor-wide plan assets over time
All Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $936M 42.14001674728089% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,255 | $659M |
| 2023 | 1 | 4,634 | $787M |
| 2024 | 1 | 4,689 | $936M |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Princeton University Retirement Plan $2.4B · 8,833
- Local 68 Engineers Union Annuity Plan $971M · 5,385
- Educational Testing Service 401(a) Retirement Plan $593M · 3,097
- Ironworkers Local 11 Annuity Fund $395M · 1,148
- Plumbers & Pipefitters Local 9 Surety Plan $311M · 2,205
Nysa-Ila Money Purchase Pension Fund and Plan's out-of-state Money Purchase peers by assets and headcount
Outside New Jersey, the nearest Money Purchase by assets is Massachusetts Financial Services Company Defined Contribution Plan in MA ($936M); by covered participants it is Mainegeneral Health Retirement Income Plan in ME (4,718 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($936M here).
- Massachusetts Financial Services Company Defined Contribution Plan (MA) $936M · 1,723
- 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff (NH) $933M · 4,152
- William Marsh Rice University Defined Contribution Retirement Plan (TX) $930M · 6,787
- Excavators Union Local 731 Annuity Fund (NY) $953M · 6,236
Similar participant headcount
Nearest other-state filings by covered participants (4,689 participants); asset peers above are excluded.
- Mainegeneral Health Retirement Income Plan (ME) 4,718 · 29 off
- Local No. 1 IBEW Pension Benefit Trust Fund (MO) 4,749 · 60 off
- Presbyterian Homes and Services Employees Retirement Savings and Investment Plan (MN) 4,866 · 177 off
- Local 191 I.B.E.W. Money Purchase Plan (WA) 4,512 · 177 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.