Money Purchase · DOL Form 5500 · 2024
Itpeu Pension Fund Money Purchase Plan
Data updated 2026-08-25
- $173M
- Total assets Near avg plan size
- 15,782
- Participants Very large workforce
- 94th
- Percentile by assets National rank
- $10,946
- Avg per participant Low balance/head
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.
- #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.
- #7,567
- in Other Services (7,719 peers)
- +7.3%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Itpeu Pension Fund's outsized position by total assets
Itpeu Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$172,750,632 Top 6% higher than 94% 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
Itpeu Pension Fund'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. Itpeu Pension Fund is a mega filing (15,782 participants), the rightmost band on the breakdown.
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.
EBSA filing schedule strip
Filing strip 112506736 · Itpeu Pension Fund PY 2024 · Money Purchase
Itpeu Pension Fund · $173M · 15,782 · 94th
- PHOTO $173M
- IND 15,782
- EOY 94th
- 5500 Money Purchase
- ASSETS near Bates College Money Purchase Pension Plan
- PCT ind #7567
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 Jersey →
Itpeu Pension Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Itpeu Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $173M 22.604500117305996% vs 2022
- 2024 filing year
| 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.
- 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 |
Itpeu Pension Fund's out-of-state Money Purchase peers by assets and headcount
Outside New Jersey, the nearest Money Purchase by assets is Bates College Money Purchase Pension Plan in ME ($173M); by covered participants it is Scripps Health Retirement Savings Plan in CA (16,148 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($173M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (15,782 participants); asset peers above are excluded.
- Scripps Health Retirement Savings Plan (CA) 16,148 · 366 off
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan (NY) 15,274 · 508 off
- California Iron Workers Field Defined Contribution Pension Trust Fund (CA) 14,825 · 957 off
- Harvard University Defined Contribution Retirement Plan (MA) 14,571 · 1,211 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.