Money Purchase
2024 plan-year Money Purchase DOL Form 5500

Mosaic & Terrazzo Workers' Annuity Fund

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by The Board of Trustees of the Mosaic Terrazzo Workers Annuity Fund · New York · Construction

What the 2023 filing shows

Mosaic & Terrazzo Workers' Annuity Fund holds $32M for 259 participants — about $125,307 per participant, up 2.4% over the 2024 plan year.

$32M
total plan assets (2024 EOY)
259
covered participants
$125,307
avg assets per participant
+2.4%
assets growth YoY
Total Assets (2023)
$32M
Participants
259
State
Industry
Construction

What the Filing Says About Mosaic & Terrazzo Workers' Annuity Fund

Mosaic & Terrazzo Workers' Annuity Fund is a Money Purchase retirement plan sponsored by The Board of Trustees of the Mosaic Terrazzo Workers Annuity Fund, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $32M in total end-of-year assets and covers 259 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 113454940, and the plan has been effective since 1998-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $32M at the beginning of 2024 to $32M at year-end — a gain of 2.4%. Net assets (after liabilities) closed the year at $32M, with reported net income of $693K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$32M
Total Assets (End of Year)$32M
Net Assets (End of Year)$32M
Net Income$693K
Plan TypeMoney Purchase
Employer EIN113454940
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Board of Trustees of the Mosaic Terrazzo Workers Annuity Fund)

Year Plans Participants Total Assets
2022 1 253 $30M
2023 1 258 $32M
2024 1 259 $32M

Nearby Money Purchase Plans in New York

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

Frequently Asked Questions

How much money is in the Mosaic & Terrazzo Workers' Annuity Fund?
As of the 2024 Form 5500 filing, Mosaic & Terrazzo Workers' Annuity Fund holds $32M in total assets with 259 participants. It is sponsored by The Board of Trustees of the Mosaic Terrazzo Workers Annuity Fund.
What type of plan is Mosaic & Terrazzo Workers' Annuity Fund?
Mosaic & Terrazzo Workers' Annuity Fund is a Money Purchase plan. It has been effective since 1998-07-01. The plan is filed with the U.S. Department of Labor under EIN 113454940.
Who sponsors the Mosaic & Terrazzo Workers' Annuity Fund?
Mosaic & Terrazzo Workers' Annuity Fund is sponsored by The Board of Trustees of the Mosaic Terrazzo Workers Annuity Fund, located in New York. The sponsor's EIN is 113454940 and the plan operates in the Construction industry.
How did Mosaic & Terrazzo Workers' Annuity Fund perform in 2024?
Mosaic & Terrazzo Workers' Annuity Fund grew by 2.4% during 2024, moving from $32M to $32M in total assets. Net income was $693K.
Where can I find official filings for Mosaic & Terrazzo Workers' Annuity Fund?
Official Form 5500 filings for Mosaic & Terrazzo Workers' Annuity Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 113454940 or plan name at efast.dol.gov.
How does Mosaic & Terrazzo Workers' Annuity Fund compare to other plans?
You can compare Mosaic & Terrazzo Workers' Annuity Fund against other Money Purchase plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 113454940.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.