Money Purchase · DOL Form 5500 · 2024
Itpeu Pension Fund Money Purchase Plan
Data updated 2026-08-11
- $173M
- Total assets
- 15,782
- Participants
- 94th
- Percentile by assets
- $10,946
- Avg per participant
Official DOL plan name: Itpeu Pension Fund · Sponsored by Itpeu Pension Fund · New Jersey · Other Services
$173M in assets, 15,782 participants
Itpeu Pension Fund's Itpeu Pension Fund reported $173M in total assets and 15,782 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 123,622 plans)
- #7,567 in Other Services (7,719 peers)
Coverage in New Jersey
Itpeu Pension Fund covers 15,782 participants in New Jersey, 19x the typical New Jersey plan (state average ~844 per filing). Assets: $173M.
- $173M
- total plan assets (2024 EOY)
- 15,782
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $10,946
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Itpeu Pension Fund reported net income fell from $20M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Itpeu Pension Fund end-of-year assets rose from $161M in the plan year 2023 filing to $173M in the plan year 2024 filing.
- Itpeu Pension Fund reported participants rose from 15,693 in the plan year 2023 filing to 15,782 in the plan year 2024 filing.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Itpeu Pension Fund reports 15,782 participants - 19x that state average ($173M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $161M |
|---|---|
| Net Assets (End of Year) | $172M |
| Net Income | $12M |
| Employer EIN | 112506736 |
| Plan Effective Date | 1979-08-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Itpeu Pension Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 14,627 | $141M |
| 2023 | 1 | 15,693 | $161M |
| 2024 | 1 | 15,782 | $173M |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Itpeu Pension Fund vs. nearby Money Purchase plans in New Jersey, assets vs. participants
- Princeton University Retirement Plan $2.4B · 8,833
- Local 68 Engineers Union Annuity Plan $971M · 5,385
- Nysa-Ila Money Purchase Pension Fund and Plan $936M · 4,689
- Educational Testing Service 401(a) Retirement Plan $593M · 3,097
- Ironworkers Local 11 Annuity Fund $395M · 1,148
Scale composition for Itpeu Pension Fund
Itpeu Pension Fund reports $173M in end-of-year assets across 15,782 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.017% of 93,925,755 covered participants) - about $10,946 per participant (8% of the national average assets-per-participant) . Net income for plan year 2024 was $12M.
This plan identity (EIN 112506736, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $141M to $173M (+22.6%) while covered participants moved from 14,627 to 15,782 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 14,627 | $141M | Open filing |
| 2023 | 15,693 | $161M | Open filing |
| 2024 · index core | 15,782 | $173M | This page |
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Itpeu Pension Fund by total assets, not by location.
- Bates College Money Purchase Pension Plan (ME) $173M · 732
- Tile Industry Retirement Savings Trust Fund (CA) $170M · 1,979
- Sheet Metal Workers Local 91 Annuity Plan (IL) $176M · 638
- Hawaii Annuity Trust Fund for Operating Engineers (CA) $177M · 2,249
Frequently Asked Questions
How did Itpeu Pension Fund assets move in 2024? ▼
How have Itpeu Pension Fund plan assets changed over time? ▼
Where does Itpeu Pension Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Itpeu Pension Fund? ▼
Next read for Itpeu Pension Fund
Filing takeaways
Ways to act on Itpeu Pension Fund's numbers.
- By total assets, Itpeu Pension Fund ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New Jersey. Compare plans
- Itpeu Pension Fund's sponsor-wide assets have grown 22.6% since 2022 across 3 plan years on file. More Other Services plans