Money Purchase · DOL Form 5500 · 2024

Board of Trustees Money Purchase Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
466
Participants Below avg headcount
81st
Percentile by assets National rank
$82,308
Avg per participant Below avg balance/head
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Official DOL plan name: Nysa-Ppgu Money Purchase Pension Fund & Plan · Sponsored by Board of Trustees · New Jersey · Transportation & Warehousing

$38M in assets, 466 participants

Board of Trustees's Nysa-Ppgu Money Purchase Pension Fund & Plan reported $38M in total assets and 466 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,627 in Transportation & Warehousing (3,299 peers)

Where Nysa-Ppgu Money Purchase Pension Fund & Plan sits by assets

Nysa-Ppgu Money Purchase Pension Fund & Plan sits in the top quartile of all filed plans by assets, $38M for 466 participants (~$82,308/participant), up 11.5% in 2024.

#2,627
in Transportation & Warehousing (3,299 peers)
+11.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Nysa-Ppgu Money Purchase Pension Fund & Plan's outsized position by total assets

Nysa-Ppgu Money Purchase Pension Fund & Plan vs every filed plan by assets

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

$38,355,346 Top 19% higher than 81% 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

Nysa-Ppgu Money Purchase Pension Fund & Plan 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. Nysa-Ppgu Money Purchase Pension Fund & Plan sits mid-pack in the medium band (466 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nysa-Ppgu Money Purchase Pension Fund & Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Nysa-Ppgu Money Purchase Pension Fund & Plan end-of-year assets rose from $34M in the plan year 2023 filing to $38M in the plan year 2024 filing.
  • Nysa-Ppgu Money Purchase Pension Fund & Plan reported participants rose from 461 in the plan year 2023 filing to 466 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 133769079 · Board of Trustees PY 2024 · Money Purchase

Nysa-Ppgu Money Purchase Pension Fund & Plan · $38M · 466 · 81st

  • VS-ST $38M
  • VS-ST 466
  • VS-ST 81st
  • VS-ST Money Purchase
  • VS-ST near I.B.E.W. Local 300 - Unit 1 Pension Plan
  • VS-ST ind #2627

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-Ppgu Money Purchase Pension Fund & Plan in the asset neighbourhood

Pmc Employee Retirement Plan$39MSouthern California Bricklayers Pension FundSouthern California Bricklay…$39MI.B.E.W. Local 300 - Unit 1 Pension PlanI.B.E.W. Local 300 - Unit 1 …$39MNysa-Ppgu Money Purchase Pension Fund & PlanNysa-Ppgu Money Purchase Pen…$38MResources for the Future, Inc. 401(a) RetirementResources for the Future, In…$38M
End-of-year total assets ($M) among Nysa-Ppgu Money Purchase Pension Fund & Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$38M
Net Income$4M
Employer EIN133769079
Plan Effective Date1994-01-01
Filing StatusFILING 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
$38M 32.013926474533726% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $29.1M $38.4M ▲ +32.0%
Year Plans Participants Total Assets
2022 1 445 $29M
2023 1 461 $34M
2024 1 466 $38M

Nearby Money Purchase Plans in New Jersey

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

Nysa-Ppgu Money Purchase Pension Fund & Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -10123 Total assets ($B) Participants Nysa-Ppgu Money Purchase Pension Fund & Plan, Total assets ($B): 0.038355346 · Participants: 466Nysa-Ppgu Money Purchase Pension Fund & PlanPrinceton University Retirement Plan, Total assets ($B): 2.402818313 · Participants: 8833Princeton University Retirement PlanLocal 68 Engineers Union Annuity Plan, Total assets ($B): 0.97127775 · Participants: 5385Local 68 Engineers Union Annuity PlanNysa-Ila Money Purchase Pension Fund and Plan, Total assets ($B): 0.936178353 · Participants: 4689Nysa-Ila Money Purchase Pension Fund and PlanEducational Testing Service 401(a) Retirement Plan, Total assets ($B): 0.593062355 · Participants: 3097Educational Testing Service 401(a) Retirement PlanIronworkers Local 11 Annuity Fund, Total assets ($B): 0.394941492 · Participants: 1148Ironworkers Local 11 Annuity Fund
Nysa-Ppgu Money Purchase Pension Fund & Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants

Nysa-Ppgu Money Purchase Pension Fund & Plan's out-of-state Money Purchase peers by assets and headcount

Outside New Jersey, the nearest Money Purchase by assets is I.B.E.W. Local 300 - Unit 1 Pension Plan in VT ($39M); by covered participants it is The Crosby Group Hourly Employees Pension Plus Plan in OK (469 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (466 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 Nysa-Ppgu Money Purchase Pension Fund & Plan assets move in 2024? ▼
Nysa-Ppgu Money Purchase Pension Fund & Plan grew at a solid clip - up 11.5% during 2024, from $34M to $38M. Reported net income was $4M.
How have Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees's sponsor-wide assets grew 32.0%, from $29M to $38M.
Where does Nysa-Ppgu Money Purchase Pension Fund & Plan rank by assets among Form 5500 filers? ▼
Nysa-Ppgu Money Purchase Pension Fund & Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Nysa-Ppgu Money Purchase Pension Fund & Plan? ▼
Among Money Purchase plans in other states, the closest by assets is I.B.E.W. Local 300 - Unit 1 Pension Plan in VT ($39M, 191 participants).
Which Money Purchase plans cover a similar participant headcount to Nysa-Ppgu Money Purchase Pension Fund & Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Crosby Group Hourly Employees Pension Plus Plan in OK (469 participants, $17M in assets).