Money Purchase · DOL Form 5500 · 2024

Board of Trustees Money Purchase Plan

Data updated 2026-08-06

$38M
Total assets
466
Participants
81st
Percentile by assets
$82,308
Avg per participant
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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.

  • 81st percentile by assets (of 116,472 plans)
  • #2,506 in Transportation & Warehousing (3,127 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.

$38M
total plan assets (2024 EOY)
466
covered participants
81st
percentile by assets (of 116,472 plans)
$82,308
avg assets per participant

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 →

Nysa-Ppgu Money Purchase Pension Fund & Plan vs the 2024 asset distribution

By assets, Nysa-Ppgu Money Purchase Pension Fund & Plan outranks 81% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (730 average participants).

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)

$25M$30M$35M$40M 202220232024 $29.1M $38.4M ▲ +32.0%
Total plan assets by year, all Board of Trustees plans on file
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

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 Purc…Princeton University…Nysa-Ila Money Purch…Educational Testing …Local Union 400 IBEW…Kpmg Personal Accoun…
Nysa-Ppgu Money Purchase Pension Fund & Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Nysa-Ppgu Money Purchase Pension Fund & Plan by total assets, not by location.

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 116,472 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 Resources for the Future, Inc. 401(a) Retirement in DC ($38M, 65 participants).

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