Money Purchase · DOL Form 5500 · 2023

Asheville Transit Management, LLC Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
68
Participants Small participant base
36th
Percentile by assets National rank
$46,329
Avg per participant Low balance/head
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Official DOL plan name: Asheville Transit Employees Money Purchase Pension Plan · Sponsored by Asheville Transit Management, LLC · North Carolina · Transportation & Warehousing

$3M in assets, 68 participants

Asheville Transit Management, LLC's Asheville Transit Employees Money Purchase Pension Plan reported $3M in total assets and 68 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #1,204 in Transportation & Warehousing (3,362 peers)

Asheville Transit Management, LLC multi-year trail

Asheville Transit Management, LLC's plans moved +99.5% in assets from 2022 to 2023; this filing shows Asheville Transit Employees Money Purchase Pension Plan at $3M / 68 participants.

#1,204
in Transportation & Warehousing (3,362 peers)
+21.5%
assets growth YoY

Asheville Transit Employees Money Purchase Pension Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Asheville Transit Employees Money Purchase Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,150,352 36th percentile higher than 36% of 127,068 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 2023

Asheville Transit Employees Money Purchase Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Asheville Transit Employees Money Purchase Pension Plan is a small filing (68 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Asheville Transit Employees Money Purchase Pension Plan reported net income rose from -$216K in the plan year 2022 filing to $556K in the plan year 2023 filing.
  • Asheville Transit Employees Money Purchase Pension Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Asheville Transit Employees Money Purchase Pension Plan reported participants fell from 79 in the plan year 2022 filing to 68 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 822344007 · Asheville Transit Management, LLC PY 2023 · Money Purchase

Asheville Transit Employees Money Purchase Pension Plan · $3M · 68 · 36th

  • RANK $3M
  • PHOTO 68
  • IND 36th
  • EOY Money Purchase
  • 5500 near Boys & Girls Club of Truckee Meadows Pension Plan
  • ASSETS ind #1204

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 Transportation & Warehousing retirement plans → · Plans in North Carolina →

Asheville Transit Employees Money Purchase Pension Plan in the asset neighbourhood

The Contractors Retirement PlanThe Contractors Retirement P…$3MIuoe Local 295 & 295c Employees Annuity PlanIuoe Local 295 & 295c Employ…$3MAsheville Transit Employees Money Purchase Pension PlanAsheville Transit Employees …$3MBoys & Girls Club of Truckee Meadows Pension PlanBoys & Girls Club of Truckee…$3MEmployees Money Purchase Pension Plan of Walker Carr Custom Builders Inc.Employees Money Purchase Pen…$3M
End-of-year total assets ($M) among Asheville Transit Employees Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Asheville Transit Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Asheville Transit Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 99.46936676379265% vs 2022
2023 filing year
$2M$3M$4M$5M$6M 20222023 $2.59M $5.17M ▲ +99.6%
Year Plans Participants Total Assets
2022 1 79 $3M
2023 2 131 $5M

Asheville Transit Management, LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$556K
Employer EIN822344007
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in North Carolina

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

Asheville Transit Employees Money Purchase Pension Plan vs. nearby Money Purchase plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -2000200400600 Total assets ($M) Participants Asheville Transit Employees Money Purchase Pension Plan, Total assets ($M): 3.150352 · Participants: 68Asheville Transit Employees Money Purchase Pension PlanMoney Purchase Pension Plan of Wake Forest University Health Sciences, Total assets ($M): 503.650953 · Participants: 2131Money Purchase Pension Plan of Wake Forest University Health SciencesFhi 360 Employees' Pension Plan, Total assets ($M): 230.978763 · Participants: 1409Fhi 360 Employees' Pension PlanNew England Life Insurance Company Agents' Retirement Plan and Trust, Total assets ($M): 87.622239 · Participants: 0New England Life Insurance Company Agents' Retirement Plan and TrustOup USA Defined Contribution Retirement Plan, Total assets ($M): 75.929421 · Participants: 370Oup USA Defined Contribution Retirement PlanCarteret County General Hospital Money Purchase Pension Plan, Total assets ($M): 54.526379 · Participants: 896Carteret County General Hospital Money Purchase Pension Plan
Asheville Transit Employees Money Purchase Pension Plan vs. nearby Money Purchase plans in North Carolina, assets vs. participants

Asheville Transit Employees Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside North Carolina, the nearest Money Purchase by assets is Boys & Girls Club of Truckee Meadows Pension Plan in NV ($3M); by covered participants it is Roseland Community Hospital Employees' Pension Plan in IL (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Asheville Transit Employees Money Purchase Pension Plan assets move in 2023?
Asheville Transit Employees Money Purchase Pension Plan grew sharply - up 21.5% during 2023, from $3M to $3M. Reported net income was $556K.
How have Asheville Transit Management, LLC plan assets changed over time?
Across 2 plan years on file (2022-2023), Asheville Transit Management, LLC's sponsor-wide assets grew 99.5%, from $3M to $5M.
Which Money Purchase plans are similar in size to Asheville Transit Employees Money Purchase Pension Plan?
Among Money Purchase plans in other states, the closest by assets is Boys & Girls Club of Truckee Meadows Pension Plan in NV ($3M, 143 participants).
Which Money Purchase plans cover a similar participant headcount to Asheville Transit Employees Money Purchase Pension Plan?
Among Money Purchase plans in other states, the closest by covered participants is Roseland Community Hospital Employees' Pension Plan in IL (68 participants, $3M in assets).