Money Purchase · DOL Form 5500 · 2024
The Fresh Air Fund Money Purchase Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 54
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $77,976
- Avg per participant Below avg balance/head
Official DOL plan name: The Fresh Air Fund Pension Plan · Sponsored by The Fresh Air Fund · New York · Healthcare & Social Assistance
$4M in assets, 54 participants
The Fresh Air Fund's The Fresh Air Fund Pension Plan reported $4M in total assets and 54 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.
- #6,945 in Healthcare & Social Assistance (16,916 peers)
The Fresh Air Fund multi-year trail
The Fresh Air Fund's plans moved -27.4% in assets from 2022 to 2024; this filing shows The Fresh Air Fund Pension Plan at $4M / 54 participants.
- #6,945
- in Healthcare & Social Assistance (16,916 peers)
- +23.1%
- assets growth YoY
The Fresh Air Fund Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Fresh Air Fund Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,210,703 39th percentile higher than 39% 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
The Fresh Air Fund Pension Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Fresh Air Fund Pension Plan is a small filing (54 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Fresh Air Fund Pension Plan reported net income rose from $572K in the plan year 2023 filing to $789K in the plan year 2024 filing.
- The Fresh Air Fund Pension Plan reported participants rose from 41 in the plan year 2023 filing to 54 in the plan year 2024 filing.
- The Fresh Air Fund Pension Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 131656653 · The Fresh Air Fund PY 2024 · Money Purchase
The Fresh Air Fund Pension Plan · $4M · 54 · 39th
- PHOTO $4M
- IND 54
- EOY 39th
- 5500 Money Purchase
- ASSETS near Charter Oak Federal Credit Union Retirement Plan for Union Employees
- PCT ind #6945
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 →
The Fresh Air Fund Pension Plan in the asset neighbourhood
The Fresh Air Fund multi-year asset trail
Sponsor-wide plan assets over time
All The Fresh Air Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 27.37125978592225% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 103 | $15M |
| 2023 | 2 | 64 | $9M |
| 2024 | 2 | 78 | $11M |
The Fresh Air Fund filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $789K |
| Employer EIN | 131656653 |
| Plan Effective Date | 1994-09-01 |
| Filing Status | FILING RECEIVED |
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
The Fresh Air Fund Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Charter Oak Federal Credit Union Retirement Plan for Union Employees in CT ($4M); by covered participants it is San Francisco Travel Association Money Purchase Plan in CA (54 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (54 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.