Money Purchase · DOL Form 5500 · 2024

Charles County School Bus Contractors Association Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
333
Participants Below avg headcount
34th
Percentile by assets National rank
$8,679
Avg per participant Low balance/head
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Official DOL plan name: Charles County School Bus Contractors Assoc. Retirement Plan · Sponsored by Charles County School Bus Contractors Association · New York · Transportation & Warehousing

$3M in assets, 333 participants

Charles County School Bus Contractors Association's Charles County School Bus Contractors Assoc. Retirement Plan reported $3M in total assets and 333 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #1,122 in Transportation & Warehousing (3,299 peers)

Coverage in New York

Charles County School Bus Contractors Assoc. Retirement Plan covers 333 participants in New York, about 42% of the average New York filer (state average ~798 per filing). Assets: $3M.

#1,122
in Transportation & Warehousing (3,299 peers)
+11.2%
assets growth YoY

Charles County School Bus Contractors Assoc. Retirement Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Charles County School Bus Contractors Assoc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,890,234 34th percentile higher than 34% of 123,620 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 2024

Charles County School Bus Contractors Assoc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charles County School Bus Contractors Assoc. Retirement Plan sits mid-pack in the medium band (333 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Charles County School Bus Contractors Assoc. Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Charles County School Bus Contractors Assoc. Retirement Plan reported net income rose from $266K in the plan year 2023 filing to $291K in the plan year 2024 filing.
  • Charles County School Bus Contractors Assoc. Retirement Plan reported participants fell from 349 in the plan year 2023 filing to 333 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 521659476 · Charles County School Bus Contractors Association PY 2024 · Money Purchase

Charles County School Bus Contractors Assoc. Retirement Plan · $3M · 333 · 34th

  • EIN $3M
  • EIN 333
  • EIN 34th
  • EIN Money Purchase
  • EIN near Funkshun Inc Money Purchase Plan
  • EIN ind #1122

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 New York →

Charles County School Bus Contractors Assoc. Retirement Plan in the asset neighbourhood

Meenan Oil Savings Plan for Employees Who Are Members of Local #469Meenan Oil Savings Plan for …$3MCharles County School Bus Contractors Assoc. Retirement PlanCharles County School Bus Co…$3MFunkshun Inc Money Purchase PlanFunkshun Inc Money Purchase …$3MAllianze Medical Services Retirement Plan (Formerly Alvaro Aranda Rodriguez Retirement Plan)Allianze Medical Services Re…$3MRehabilitation Services Inc Pension PlanRehabilitation Services Inc …$3M
End-of-year total assets ($M) among Charles County School Bus Contractors Assoc. Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$291K
Employer EIN521659476
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charles County School Bus Contractors Association)

Sponsor-wide plan assets over time

All Charles County School Bus Contractors Association plans reported in each filing year

Latest sponsor-wide plan assets
$3M 14.317390578636482% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M 202220232024 $2.53M $2.89M ▲ +14.2%
Year Plans Participants Total Assets
2022 1 347 $3M
2023 1 349 $3M
2024 1 333 $3M

Nearby Money Purchase Plans in New York

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

Charles County School Bus Contractors Assoc. Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Charles County School Bus Contractors Assoc. Retirement Plan, Total assets ($B): 0.002890234 · Participants: 333Charles County School Bus Contractors Assoc. Retirement PlanTiaa Retirement Plan, Total assets ($B): 5.903718286 · Participants: 11906Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.876243 · Participants: 47199Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 2.152151099 · Participants: 15274McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.539461125 · Participants: 2624Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.218944937 · Participants: 2357Iron Workers Locals 40, 361 & 417 Annuity Fund
Charles County School Bus Contractors Assoc. Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants

Charles County School Bus Contractors Assoc. Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Funkshun Inc Money Purchase Plan in PA ($3M); by covered participants it is Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust in WA (333 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Charles County School Bus Contractors Assoc. Retirement Plan assets move in 2024?
Charles County School Bus Contractors Assoc. Retirement Plan grew at a solid clip - up 11.2% during 2024, from $3M to $3M. Reported net income was $291K.
How have Charles County School Bus Contractors Association plan assets changed over time?
Across 3 plan years on file (2022-2024), Charles County School Bus Contractors Association's sponsor-wide assets grew 14.3%, from $3M to $3M.
Which Money Purchase plans are similar in size to Charles County School Bus Contractors Assoc. Retirement Plan?
Among Money Purchase plans in other states, the closest by assets is Funkshun Inc Money Purchase Plan in PA ($3M, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Charles County School Bus Contractors Assoc. Retirement Plan?
Among Money Purchase plans in other states, the closest by covered participants is Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust in WA (333 participants, $104M in assets).