Money Purchase · DOL Form 5500 · 2024
Local 33 Safety Professionals of America Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $38K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 3rd
- Percentile by assets National rank
- $9,579
- Avg per participant Low balance/head
Official DOL plan name: Local 33 Safety Professionals of America Annuity Fund · Sponsored by Local 33 Safety Professionals of America Annuity Fund · New York · Finance & Insurance
$38K in assets, 4 participants
Local 33 Safety Professionals of America Annuity Fund's Local 33 Safety Professionals of America Annuity Fund reported $38K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 3rd 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.
- #157 in Finance & Insurance (8,549 peers)
Local 33 Safety Professionals of America Annuity Fund multi-year trail
Local 33 Safety Professionals of America Annuity Fund's plans moved +11.2% in assets from 2022 to 2024; this filing shows Local 33 Safety Professionals of America Annuity Fund at $38K / 4 participants.
- #157
- in Finance & Insurance (8,549 peers)
- +1.3%
- assets growth YoY
Local 33 Safety Professionals of America Annuity Fund among the smaller filed plans by assets
Local 33 Safety Professionals of America Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$38,317 3rd percentile higher than 3% 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
Local 33 Safety Professionals of America Annuity Fund among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 33 Safety Professionals of America Annuity Fund is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Local 33 Safety Professionals of America Annuity Fund reported net income fell from $3K in the plan year 2023 filing to $798 in the plan year 2024 filing.
- Local 33 Safety Professionals of America Annuity Fund end-of-year assets rose from $38K in the plan year 2023 filing to $38K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 821065312 · Local 33 Safety Professionals of America Annuity Fund PY 2024 · Money Purchase
Local 33 Safety Professionals of America Annuity Fund · $38K · 4 · 3rd
- NET $38K
- BOOK 4
- VS-ST 3rd
- BOY Money Purchase
- SCH near Robert S. Kidder Dds Pension Plan
- EBSA ind #157
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 Finance & Insurance retirement plans → · Plans in New York →
Local 33 Safety Professionals of America Annuity Fund in the asset neighbourhood
Local 33 Safety Professionals of America Annuity Fund multi-year asset trail
Sponsor-wide plan assets over time
All Local 33 Safety Professionals of America Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $38K 11.215278785591966% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $34K |
| 2023 | 1 | 4 | $38K |
| 2024 | 1 | 4 | $38K |
Local 33 Safety Professionals of America Annuity Fund filing trail (2024)
| Total Assets (Beginning of Year) | $38K |
|---|---|
| Net Assets (End of Year) | $38K |
| Net Income | $798 |
| Employer EIN | 821065312 |
| Plan Effective Date | 2015-07-01 |
| 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
Local 33 Safety Professionals of America Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Robert S. Kidder Dds Pension Plan in VA ($39K); by covered participants it is Linas a Sidrys Md in IL (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38K here).
- Robert S. Kidder Dds Pension Plan (VA) $39K · N/A
- Robert V Graybill Dds Keogh Plan (AR) $36K · N/A
- Specialists in Anesthesia, P.C. Money Purchase Pln (MO) $35K · 1
- Cof Retirement Plan (PR) $42K · 4
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Linas a Sidrys Md (IL) 4 · 0 off
- Sealift Shipyards Inc Money Purchase Plan (FL) 4 · 0 off
- A.W. Carlson Inc Money Purchase Plan (CT) 4 · 0 off
- Steimla& Associates,Inc. Money Purchase Pension Plan (IL) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.