Profit Sharing · DOL Form 5500 · 2024
Board of Trustees of the Usmx-Ila Money Purchase Fund and Savings Plan Profit Sharing Plan
Data updated 2026-08-25
- $130M
- Total assets Near avg plan size
- 5,297
- Participants Above avg headcount
- 92nd
- Percentile by assets National rank
- $24,453
- Avg per participant Low balance/head
Official DOL plan name: Usmx-Ila Money Purchase Fund and Savings Plan · Sponsored by Board of Trustees of the Usmx-Ila Money Purchase Fund and Savings Plan · New Jersey · Transportation & Warehousing
$130M in assets, 5,297 participants
Board of Trustees of the Usmx-Ila Money Purchase Fund and Savings Plan's Usmx-Ila Money Purchase Fund and Savings Plan reported $130M in total assets and 5,297 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #2,973 in Transportation & Warehousing (3,299 peers)
Coverage in New Jersey
Usmx-Ila Money Purchase Fund and Savings Plan covers 5,297 participants in New Jersey, 6.3x the typical New Jersey plan (state average ~844 per filing). Assets: $130M.
- #2,973
- in Transportation & Warehousing (3,299 peers)
- +66.6%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Usmx-Ila Money Purchase Fund and Savings Plan's outsized position by total assets
Usmx-Ila Money Purchase Fund and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$129,526,821 Top 8% higher than 92% 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
Usmx-Ila Money Purchase Fund and Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Usmx-Ila Money Purchase Fund and Savings Plan lands in the large band (5,297 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Usmx-Ila Money Purchase Fund and Savings Plan reported net income rose from $27M in the plan year 2023 filing to $52M in the plan year 2024 filing.
- Usmx-Ila Money Purchase Fund and Savings Plan end-of-year assets rose from $78M in the plan year 2023 filing to $130M in the plan year 2024 filing.
- Usmx-Ila Money Purchase Fund and Savings Plan reported participants rose from 4,374 in the plan year 2023 filing to 5,297 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 832053281 · Board of Trustees of the Usmx-Ila Money Purchase Fund and Savings Plan PY 2024 · Profit Sharing
Usmx-Ila Money Purchase Fund and Savings Plan · $130M · 5,297 · 92nd
- BOOK $130M
- VS-ST 5,297
- BOY 92nd
- SCH Profit Sharing
- EBSA near John D. & Catherine T. Macarthur Foundation Retirement Plan
- PART ind #2973
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 Jersey →
Usmx-Ila Money Purchase Fund and Savings Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $78M |
|---|---|
| Net Assets (End of Year) | $128M |
| Net Income | $52M |
| Employer EIN | 832053281 |
| Plan Effective Date | 2018-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Usmx-Ila Money Purchase Fund and Savings Plan)
Sponsor-wide plan assets over time
All Board of Trustees of the Usmx-Ila Money Purchase Fund and Savings Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $130M 155.2002509153093% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,141 | $51M |
| 2023 | 1 | 4,374 | $78M |
| 2024 | 1 | 5,297 | $130M |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.5B · 1,666
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.6B · 8,865
- Operating Engineers Local 825 Profit Sharing Fund $1.5B · 10,365
- IBEW Local Union No 102 Surety Plan $685M · 2,382
- Kpmg Partner Retirement Savings Plan $524M · 1,704
Scale composition for Usmx-Ila Money Purchase Fund and Savings Plan
Usmx-Ila Money Purchase Fund and Savings Plan reports $130M in end-of-year assets across 5,297 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $24,453 per participant (18% of the national average assets-per-participant) . Net income for plan year 2024 was $52M.
This plan identity (EIN 832053281, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $51M to $130M (+155.2%) while covered participants moved from 4,141 to 5,297 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,141 | $51M | Open filing |
| 2023 | 4,374 | $78M | Open filing |
| 2024 · index core | 5,297 | $130M | This page |
Usmx-Ila Money Purchase Fund and Savings Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is John D. & Catherine T. Macarthur Foundation Retirement Plan in IL ($130M); by covered participants it is Iron Workers Defined Contribution Pension Fund Plan in MI (5,319 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($130M here).
Similar participant headcount
Nearest other-state filings by covered participants (5,297 participants); asset peers above are excluded.
- Iron Workers Defined Contribution Pension Fund Plan (MI) 5,319 · 22 off
- International Union of Operating Engineers Local 501 Individual Account Plan Trust Fund (CA) 5,355 · 58 off
- Painting Industry Annuity Fund (NY) 5,414 · 117 off
- Golub Corporation Profit Sharing Plan (NY) 5,144 · 153 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.