Money Purchase · DOL Form 5500 · 2024

Consortium for Worker Education, Inc. Money Purchase Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
87
Participants Small participant base
69th
Percentile by assets National rank
$210,540
Avg per participant Above avg balance/head
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Official DOL plan name: Consortium for Worker Education, Inc. 401(a) DC Pl · Sponsored by Consortium for Worker Education, Inc. · New York · Healthcare & Social Assistance

$18M in assets, 87 participants

Consortium for Worker Education, Inc.'s Consortium for Worker Education, Inc. 401(a) DC Pl reported $18M in total assets and 87 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #12,418 in Healthcare & Social Assistance (16,916 peers)

Consortium for Worker Education, Inc. multi-year trail

Consortium for Worker Education, Inc.'s plans moved +16.1% in assets from 2022 to 2024; this filing shows Consortium for Worker Education, Inc. 401(a) DC Pl at $18M / 87 participants.

#12,418
in Healthcare & Social Assistance (16,916 peers)
+3.8%
assets growth YoY

Consortium for Worker Education, Inc. 401(a) DC Pl's outsized position by total assets

Consortium for Worker Education, Inc. 401(a) DC Pl vs every filed plan by assets

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

$18,316,989 Top 31% higher than 69% 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

Consortium for Worker Education, Inc. 401(a) DC Pl among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Consortium for Worker Education, Inc. 401(a) DC Pl is a small filing (87 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Consortium for Worker Education, Inc. 401(a) DC Pl reported net income fell from $2M in the plan year 2023 filing to $677K in the plan year 2024 filing.
  • Consortium for Worker Education, Inc. 401(a) DC Pl reported participants rose from 80 in the plan year 2023 filing to 87 in the plan year 2024 filing.
  • Consortium for Worker Education, Inc. 401(a) DC Pl end-of-year assets rose from $18M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 133564313 · Consortium for Worker Education, Inc. PY 2024 · Money Purchase

Consortium for Worker Education, Inc. 401(a) DC Pl · $18M · 87 · 69th

  • EIN $18M
  • EIN 87
  • EIN 69th
  • EIN Money Purchase
  • EIN near Refinery Terminal Fire Company Money Purchase Pension Plan
  • EIN ind #12418

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Consortium for Worker Education, Inc. 401(a) DC Pl in the asset neighbourhood

Consortium for Worker Education, Inc. 401(a) DC PlConsortium for Worker Educat…$18MRefinery Terminal Fire Company Money Purchase Pension PlanRefinery Terminal Fire Compa…$18MSan Luis Valley Health Money Purchase PlanSan Luis Valley Health Money…$18MRoofers & Waterproofers Local 37 Annuity FundRoofers & Waterproofers Loca…$18MAnderson Pacific Engineering Construction, Inc. Money Purchase Pension PlanAnderson Pacific Engineering…$18M
End-of-year total assets ($M) among Consortium for Worker Education, Inc. 401(a) DC Pl and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Consortium for Worker Education, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Consortium for Worker Education, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 16.146143475860427% vs 2022
2024 filing year
$15M$16M$17M$18M$19M 202220232024 $15.8M $18.3M ▲ +16.2%
Year Plans Participants Total Assets
2022 1 83 $16M
2023 1 80 $18M
2024 1 87 $18M

Consortium for Worker Education, Inc. filing trail (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$18M
Net Income$677K
Employer EIN133564313
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

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

Consortium for Worker Education, Inc. 401(a) DC Pl vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Consortium for Worker Education, Inc. 401(a) DC Pl, Total assets ($B): 0.018316989 · Participants: 87Consortium for Worker Education, Inc. 401(a) DC PlTiaa Retirement Plan, Total assets ($B): 5.903718286 · Participants: 11906Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.876243 · Participants: 47199Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 2.152151099 · Participants: 15274McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.539461125 · Participants: 2624Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.218944937 · Participants: 2357Iron Workers Locals 40, 361 & 417 Annuity Fund
Consortium for Worker Education, Inc. 401(a) DC Pl vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Consortium for Worker Education, Inc. 401(a) DC Pl side-by-side with 3 peers →

Consortium for Worker Education, Inc. 401(a) DC Pl's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Refinery Terminal Fire Company Money Purchase Pension Plan in TX ($18M); by covered participants it is Iatse Local 48 Money Purchase Pension Plan in OH (86 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (87 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 Consortium for Worker Education, Inc. 401(a) DC Pl assets move in 2024? ▼
Consortium for Worker Education, Inc. 401(a) DC Pl edged up modestly - up 3.8% during 2024, from $18M to $18M. Reported net income was $677K.
How have Consortium for Worker Education, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Consortium for Worker Education, Inc.'s sponsor-wide assets grew 16.1%, from $16M to $18M.
Which Money Purchase plans are similar in size to Consortium for Worker Education, Inc. 401(a) DC Pl? ▼
Among Money Purchase plans in other states, the closest by assets is Refinery Terminal Fire Company Money Purchase Pension Plan in TX ($18M, 115 participants).
Which Money Purchase plans cover a similar participant headcount to Consortium for Worker Education, Inc. 401(a) DC Pl? ▼
Among Money Purchase plans in other states, the closest by covered participants is Iatse Local 48 Money Purchase Pension Plan in OH (86 participants, $8M in assets).

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 133564313.

Read our methodology - how this data is sourced, computed, and verified.

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