Money Purchase · DOL Form 5500 · 2024
Young Men's Christian Association Retirement Fund Money Purchase Plan
Data updated 2026-08-25
- $3.9B
- Total assets Very large vs avg
- 47,199
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $82,126
- Avg per participant Below avg balance/head
Official DOL plan name: Young Men's Christian Association Retirement Fund Retirement Plan · Sponsored by Young Men's Christian Association Retirement Fund · New York · Other Services
$3.9B in assets, 47,199 participants
Young Men's Christian Association Retirement Fund's Young Men's Christian Association Retirement Fund Retirement Plan reported $3.9B in total assets and 47,199 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- #7,718 in Other Services (7,719 peers)
Coverage in New York
Young Men's Christian Association Retirement Fund Retirement Plan covers 47,199 participants in New York, 59x the typical New York plan (state average ~798 per filing). Assets: $3.9B.
- #7,718
- in Other Services (7,719 peers)
- +3.8%
- assets growth YoY
- 39×
- vs typical plan assets (national mean)
Young Men's Christian Association Retirement Fund Retirement Plan's outsized position by total assets
Young Men's Christian Association Retirement Fund Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,876,243,000 Highest reported value at or above every one 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
Young Men's Christian Association Retirement Fund Retirement Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Young Men's Christian Association Retirement Fund Retirement Plan is a mega filing (47,199 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Young Men's Christian Association Retirement Fund Retirement Plan reported net income rose from $111M in the plan year 2023 filing to $141M in the plan year 2024 filing.
- Young Men's Christian Association Retirement Fund Retirement Plan reported participants rose from 43,490 in the plan year 2023 filing to 47,199 in the plan year 2024 filing.
- Young Men's Christian Association Retirement Fund Retirement Plan end-of-year assets rose from $3.7B in the plan year 2023 filing to $3.9B in the plan year 2024 filing.
DOL schedule card
Filing strip 135562401 · Young Men's Christian Association Retirement Fund PY 2024 · Money Purchase
Young Men's Christian Association Retirement Fund Retirement Plan · $3.9B · 47,199 · 100th
- SCH $3.9B
- EBSA 47,199
- PART 100th
- TYPE Money Purchase
- NET near Carpenters Annuity Trust Fund for Northern California
- BOOK ind #7718
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 Other Services retirement plans → · Plans in New York →
Young Men's Christian Association Retirement Fund Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $3.7B |
|---|---|
| Net Assets (End of Year) | $3.9B |
| Net Income | $141M |
| Employer EIN | 135562401 |
| Plan Effective Date | 1922-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Young Men's Christian Association Retirement Fund)
Sponsor-wide plan assets over time
All Young Men's Christian Association Retirement Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.9B 6.953559790631389% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 42,922 | $3.6B |
| 2023 | 1 | 43,490 | $3.7B |
| 2024 | 1 | 47,199 | $3.9B |
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
- 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
- Excavators Union Local 731 Annuity Fund $953M · 6,236
Scale composition for Young Men's Christian Association Retirement Fund Retirement Plan
Young Men's Christian Association Retirement Fund Retirement Plan reports $3.9B in end-of-year assets across 47,199 participants (0.031% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.050% of 93,925,755 covered participants) - about $82,126 per participant (59% of the national average assets-per-participant) . Net income for plan year 2024 was $141M.
This plan identity (EIN 135562401, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.6B to $3.9B (+7.0%) while covered participants moved from 42,922 to 47,199 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 42,922 | $3.6B | Open filing |
| 2023 | 43,490 | $3.7B | Open filing |
| 2024 · index core | 47,199 | $3.9B | This page |
Young Men's Christian Association Retirement Fund Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Carpenters Annuity Trust Fund for Northern California in CA ($3.5B); by covered participants it is The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan in OH (47,538 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.9B here).
- Carpenters Annuity Trust Fund for Northern California (CA) $3.5B · 24,741
- The Johns Hopkins University Applied Physics Laboratory Pension Plan a (MD) $3.0B · 8,190
- The Mitre Corporation Qualified Retirement Plan (VA) $2.8B · 12,228
- University of Southern California Defined Contribution Retirement Plan (CA) $5.0B · 19,806
Similar participant headcount
Nearest other-state filings by covered participants (47,199 participants); asset peers above are excluded.
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan (OH) 47,538 · 339 off
- Pacific Coast Benefits Trust Fund (WA) 49,727 · 2,528 off
- Construction Laborers Annuity Plan for Southern California (CA) 50,993 · 3,794 off
- Kaiser Permanente Supplemental Savings and Retirement Plan (CA) 37,013 · 10,186 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.