Money Purchase · DOL Form 5500 · 2024
The Board of Trustees of the Mosaic Terrazzo Workers Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 259
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $125,307
- Avg per participant Near avg balance/head
Official DOL plan name: Mosaic & Terrazzo Workers' Annuity Fund · Sponsored by The Board of Trustees of the Mosaic Terrazzo Workers Annuity Fund · New York · Construction
$32M in assets, 259 participants
The Board of Trustees of the Mosaic Terrazzo Workers Annuity Fund's Mosaic & Terrazzo Workers' Annuity Fund reported $32M in total assets and 259 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #6,958 in Construction (9,039 peers)
Coverage in New York
Mosaic & Terrazzo Workers' Annuity Fund covers 259 participants in New York, about 32% of the average New York filer (state average ~798 per filing). Assets: $32M.
- #6,958
- in Construction (9,039 peers)
- +2.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Mosaic & Terrazzo Workers' Annuity Fund's outsized position by total assets
Mosaic & Terrazzo Workers' Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$32,454,469 Top 22% higher than 78% 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
Mosaic & Terrazzo Workers' 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. Mosaic & Terrazzo Workers' Annuity Fund sits mid-pack in the medium band (259 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mosaic & Terrazzo Workers' Annuity Fund reported net income fell from $2M in the plan year 2023 filing to $693K in the plan year 2024 filing.
- Mosaic & Terrazzo Workers' Annuity Fund end-of-year assets rose from $32M in the plan year 2023 filing to $32M in the plan year 2024 filing.
DOL schedule card
Filing strip 113454940 · The Board of Trustees of the Mosaic Terrazzo Workers Annuity Fund PY 2024 · Money Purchase
Mosaic & Terrazzo Workers' Annuity Fund · $32M · 259 · 78th
- EIN $32M
- EIN 259
- EIN 78th
- EIN Money Purchase
- EIN near Plumbers & Steamfitters 150 Profit Sharing Fund
- EIN ind #6958
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 Construction retirement plans → · Plans in New York →
Mosaic & Terrazzo Workers' Annuity Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $693K |
| Employer EIN | 113454940 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Board of Trustees of the Mosaic Terrazzo Workers Annuity Fund)
Sponsor-wide plan assets over time
All The Board of Trustees of the Mosaic Terrazzo Workers Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 7.6233175975111225% vs 2022
- 2024 filing year
| 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.
- 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
Mosaic & Terrazzo Workers' Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Plumbers & Steamfitters 150 Profit Sharing Fund in TN ($33M); by covered participants it is Bolivar County Headstart Retirement Program in MS (260 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
Similar participant headcount
Nearest other-state filings by covered participants (259 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.