Money Purchase · DOL Form 5500 · 2024
The Fresh Air Fund Money Purchase Plan
Data updated 2026-08-06
- $4M
- Total assets
- 54
- Participants
- 39th
- Percentile by assets
- $77,976
- Avg per participant
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.
- 39th percentile by assets (of 116,472 plans)
- #6,514 in Healthcare & Social Assistance (15,613 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.
- $4M
- total plan assets (2024 EOY)
- 54
- covered participants
- 39th
- percentile by assets (of 116,472 plans)
- $77,976
- avg assets per participant
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.
The Fresh Air Fund across 3 plan years on file
Across the 3 plan years The Fresh Air Fund has on file (2022-2024), sponsor-wide plan assets have moved from $15M to $11M, a decline of 27.4%, while reported participants moved from 103 to 78 (-24.3%). Peak year by sponsor assets: 2022 ($15M); trough: 2023 ($9M).
The Fresh Air Fund multi-year asset trail
| 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.
The Fresh Air Fund Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to The Fresh Air Fund Pension Plan by total assets, not by location.
Frequently Asked Questions
How did The Fresh Air Fund Pension Plan assets move in 2024? ▼
How have The Fresh Air Fund plan assets changed over time? ▼
Which Money Purchase plans are similar in size to The Fresh Air Fund Pension Plan? ▼
Next read for The Fresh Air Fund Pension Plan
Multi-year trail
Ways to act on The Fresh Air Fund Pension Plan's numbers.
- By total assets, The Fresh Air Fund Pension Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- The Fresh Air Fund's sponsor-wide assets have declined 27.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans