Money Purchase
2024 plan-year Money Purchase DOL Form 5500

The Legal Aid Society Staff Attorneys Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees the Legal Aid Society Staff Attorneys Pen. Plan · New York · Professional & Technical Services

What the 2023 filing shows

The Legal Aid Society Staff Attorneys Pension Plan holds $284M for 1,084 participants — about $262,450 per participant, up 7.4% over the 2024 plan year.

$284M
total plan assets (2024 EOY)
1,084
covered participants
$262,450
avg assets per participant
+7.4%
assets growth YoY
Total Assets (2023)
$284M
Participants
1,084
State
Industry
Professional & Technical Services

What the Filing Says About The Legal Aid Society Staff Attorneys Pension Plan

The Legal Aid Society Staff Attorneys Pension Plan is a Money Purchase retirement plan sponsored by Board of Trustees the Legal Aid Society Staff Attorneys Pen. Plan, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $284M in total end-of-year assets and covers 1,084 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 135562265, and the plan has been effective since 1976-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $265M at the beginning of 2024 to $284M at year-end — a gain of 7.4%. Net assets (after liabilities) closed the year at $284M, with reported net income of $20M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$265M
Total Assets (End of Year)$284M
Net Assets (End of Year)$284M
Net Income$20M
Plan TypeMoney Purchase
Employer EIN135562265
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees the Legal Aid Society Staff Attorneys Pen. Plan)

Year Plans Participants Total Assets
2022 3 1,864 $333M
2023 3 1,761 $367M
2024 1 1,084 $284M

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Frequently Asked Questions

How much money is in the The Legal Aid Society Staff Attorneys Pension Plan?
As of the 2024 Form 5500 filing, The Legal Aid Society Staff Attorneys Pension Plan holds $284M in total assets with 1,084 participants. It is sponsored by Board of Trustees the Legal Aid Society Staff Attorneys Pen. Plan.
What type of plan is The Legal Aid Society Staff Attorneys Pension Plan?
The Legal Aid Society Staff Attorneys Pension Plan is a Money Purchase plan. It has been effective since 1976-07-01. The plan is filed with the U.S. Department of Labor under EIN 135562265.
Who sponsors the The Legal Aid Society Staff Attorneys Pension Plan?
The Legal Aid Society Staff Attorneys Pension Plan is sponsored by Board of Trustees the Legal Aid Society Staff Attorneys Pen. Plan, located in New York. The sponsor's EIN is 135562265 and the plan operates in the Professional & Technical Services industry.
How did The Legal Aid Society Staff Attorneys Pension Plan perform in 2024?
The Legal Aid Society Staff Attorneys Pension Plan grew by 7.4% during 2024, moving from $265M to $284M in total assets. Net income was $20M.
Where can I find official filings for The Legal Aid Society Staff Attorneys Pension Plan?
Official Form 5500 filings for The Legal Aid Society Staff Attorneys Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 135562265 or plan name at efast.dol.gov.
How does The Legal Aid Society Staff Attorneys Pension Plan compare to other plans?
You can compare The Legal Aid Society Staff Attorneys Pension Plan against other Money Purchase plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 135562265.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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