Money Purchase Plans
Largest Money Purchase plans by total assets. Source: DOL Form 5500, 2024 plan year.
$113.9B across 50 plans
According to DOL Form 5500 filings (plan year 2024), the 50 largest Money Purchase plans hold $113.9B in combined assets and cover 738,526 participants; National Electrical Annuity Plan leads at $18.1B.
- $18.1B #1 - National Electrical Annuit
- 50 plans ranked
What the Data Shows About Money Purchase Plans
A money purchase pension plan requires the employer to contribute a fixed percentage of each eligible employee's pay every year, regardless of company profits. This page ranks the 50 largest Money Purchase plans in the dataset by end-of-year total assets. Together the plans listed here hold $113.9B in aggregate assets and cover 738,526 participants, a mix of active employees, separated workers with remaining balances, and retirees receiving benefits.
The largest plan in this category, National Electrical Annuity Plan (Trustees of the National Electrical Annuity Plan, MD), reports $18.1B in assets with 86,141 participants. Within Money Purchase plans, size reflects a combination of workforce scale, employer contribution rates, employee deferral rates, and long-term investment performance, not a quality rating. Larger plans often benefit from lower per-participant fees, broader investment menus, and more sophisticated administration, but participant outcomes depend on contribution behavior and investment selection. Ranking tables below link to each plan's detail page for EIN, filing status, effective date, and net income.
All figures come from Form 5500 annual returns for the 2024 plan year, filed with the DOL's EBSA and released through EFAST2. Totals reflect a single year-end snapshot and fluctuate with markets and plan activity. This page is informational only, it summarizes public regulatory filings for research and educational purposes, and is not retirement, tax, legal, or financial advice. Before relying on any figure to evaluate an employer's Money Purchase plan or make retirement decisions, verify the underlying filing directly on EFAST2 and consult a qualified professional.
| # | Plan Name | Sponsor | State | Participants | Total Assets |
|---|---|---|---|---|---|
| 1 | National Electrical Annuity Plan | Trustees of the National Electrical Annuity Plan | MD | 86,141 | $18.1B |
| 2 | The Permanente Contribution Plan of the Permanente Medical Group, Inc. | The Permanente Medical Group, Inc. | CA | 18,550 | $7.9B |
| 3 | Tiaa Retirement Plan | Teachers Insurance and Annuity Association of America | NY | 11,906 | $5.9B |
| 4 | Kaiser Permanente Supplemental Savings and Retirement Plan | Kaiser Foundation Health Plan, Inc. | CA | 37,013 | $5.7B |
| 5 | University of Southern California Defined Contribution Retirement Plan | University of Southern California | CA | 19,806 | $5.0B |
| 6 | Young Men's Christian Association Retirement Fund Retirement Plan | Young Men's Christian Association Retirement Fund | NY | 47,199 | $3.9B |
| 7 | Carpenters Annuity Trust Fund for Northern California | Carpenters Annuity Trust Fund for Northern California | CA | 24,741 | $3.5B |
| 8 | The Johns Hopkins University Applied Physics Laboratory Pension Plan a | The Johns Hopkins University Applie D Physics Laboratory LLC Jhu/Apl | MD | 8,190 | $3.0B |
| 9 | The Mitre Corporation Qualified Retirement Plan | The Mitre Corporation | VA | 12,228 | $2.8B |
| 10 | International Brotherhood of Electrical Workers District No. 9 Pension Plan | Board of Trustees, International Brotherhood of | OR | 29,645 | $2.5B |
| 11 | UPS/Ipa Defined Contribution Money Purchase Pension Plan | United Parcel Service Company | KY | 1,984 | $2.5B |
| 12 | Princeton University Retirement Plan | Princeton University | NJ | 8,833 | $2.4B |
| 13 | Retirement Income Plan for Teaching Faculty of Harvard University | President & Fellows of Harvard College Harvard Human Resources, Benefi | MA | 2,774 | $2.4B |
| 14 | Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan | Board of Trustees, Directors Guild of America - | CA | 23,032 | $2.3B |
| 15 | Massachusetts Laborers' Annuity Fund | Bd. of Trustees of Mass. Laborers Annuity Fund | MA | 11,506 | $2.3B |
| 16 | Southern Electrical Retirement Fund | Board of Trustees - Southern Electrical Retirement Fund | TN | 11,461 | $2.2B |
| 17 | McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan | McKinsey & Company, Inc. | NY | 15,274 | $2.2B |
| 18 | Harvard University Defined Contribution Retirement Plan | President & Fellows of Harvard College Harvard Human Resources, Benefi | MA | 14,571 | $2.0B |
| 19 | Local No. 1 IBEW Pension Benefit Trust Fund | Trustees of Local No. 1 Pension Benefit Trust Fund | MO | 4,749 | $1.9B |
| 20 | Electrical Workers Deferred Income Plan Local 103, I.B.E.W. | Joint Board of Trustees, Electrical | MA | 8,421 | $1.8B |
| 21 | The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan | The Sherwin-Williams Company | OH | 47,538 | $1.7B |
| 22 | The Cleveland Clinic Foundation Cash Balance Plan | The Cleveland Clinic Foundation | OH | 4,957 | $1.6B |
| 23 | Central Midwest Regional Council of Carpenters Defined Contribution Pension Plan | Trustees of Central Midwest Regional Council of Carpenters DC Pension | MI | 35,197 | $1.6B |
| 24 | Laborers Annuity Plan for Northern California | Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity | CA | 29,331 | $1.6B |
| 25 | Brookhaven Science Associates, LLC Retirement Plan | Brookhaven Science Associates, LLC | NY | 2,624 | $1.5B |
| 26 | The George Washington University Retirement Plan for Faculty and Staff | The George Washington University | VA | 3,862 | $1.4B |
| 27 | Scripps Health Retirement Savings Plan | Scripps Health | CA | 16,148 | $1.3B |
| 28 | California Iron Workers Field Defined Contribution Pension Trust Fund | Board of Trustees, California Iron Workers Field Defined Contribution | CA | 14,825 | $1.3B |
| 29 | Southern California IBEW-NECA Defined Contribution Plan | Board of Trustees, Southern California IBEW-NECA | CA | 26,682 | $1.3B |
| 30 | Occidental Petroleum Corporation Retirement Plan | Occidental Petroleum Corporation | TX | 7,877 | $1.3B |
| 31 | Employees Retirement Plan of Marshfield Clinic | Marshfield Clinic, Inc. | WI | 8,328 | $1.3B |
| 32 | Iron Workers Locals 40, 361 & 417 Annuity Fund | Board of Trustees Iron Workers Locals 40, 361 & 417 Annuity Fund | NY | 2,357 | $1.2B |
| 33 | Northwest Permanente, P.C. Retirement Plan - Mpp Aspect | Northwest Permanente, P.C. | OR | 1,562 | $1.1B |
| 34 | Alcon Retirement Plan | Alcon Vision, LLC | TX | 9,762 | $1.1B |
| 35 | NECA-IBEW Pension Benefit Trust Fund | Board of Trustees of the NECA-IBEW Pension Benefit Trust Fund | MO | 4,119 | $1.0B |
| 36 | Tufts University Basic Retirement Plan | Trustees of Tufts College | MA | 5,769 | $1.0B |
| 37 | Local 68 Engineers Union Annuity Plan | Local 68 Engineers Union Annuity Fund Board of Trustees | NJ | 5,385 | $971M |
| 38 | Excavators Union Local 731 Annuity Fund | Excavators Union Local 731 Annuity Board of Trustees | NY | 6,236 | $953M |
| 39 | Nysa-Ila Money Purchase Pension Fund and Plan | Board of Trustees | NJ | 4,689 | $936M |
| 40 | Massachusetts Financial Services Company Defined Contribution Plan | Massachusetts Financial Services Company | MA | 1,723 | $936M |
| 41 | 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff | Trustees of Dartmouth College | NH | 4,152 | $933M |
| 42 | William Marsh Rice University Defined Contribution Retirement Plan | William Marsh Rice University | TX | 6,787 | $930M |
| 43 | Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg | Southern California Permanente Medical Group | CA | 6,452 | $899M |
| 44 | Teamster Local 282 Annuity Trust Fund | Board of Trustees Local 282 | NY | 3,887 | $887M |
| 45 | New England Electrical Workers Money Purchase Plan and Trust | New England Electrical Workers Money Purchase Plan and Trust | CT | 9,637 | $870M |
| 46 | Pacific Coast Benefits Trust Fund | Board of Trustees, Pacific Coast Benefits Trust Fund | WA | 49,727 | $838M |
| 47 | Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups | Kaiser Foundation Health Plan, Inc. | CA | 12,349 | $833M |
| 48 | Central Pennsylvania Teamsters Retirement Income Plan 1987 | Central Pennsylvania Teamsters Pension Fund, Trustees | PA | 3,427 | $806M |
| 49 | Retirement Plan for Employees of Fermi Research Alliance, LLC | Fermi Research Alliance, LLC | IL | 1,782 | $796M |
| 50 | Pipefitters Local Union No. 537 Deferred Income Annuity Fund Individual Account Plan | Pipefitters Local Union No.537 | MA | 3,331 | $785M |
Nearby Plan Types
Other employer-sponsored retirement plan categories filed on Form 5500.
Frequently Asked Questions
What is a Money Purchase plan? ▼
What are the largest Money Purchase plans in the U.S.? ▼
How many Money Purchase plans are there in the U.S.? ▼
Where does Money Purchase plan data come from? ▼
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Source: U.S. Department of Labor, EBSA Form 5500 public disclosure dataset. Plan year 2024. This page aggregates plans where the filer coded the plan as Money Purchase.
Source: DOL EFAST2 filing system (efast.dol.gov) - plan type classification reflects the code selected by the plan administrator at filing time.
Read our methodology - how this data is sourced, computed, and verified.
Next steps for Money Purchase plans
Use the Money Purchase data above to benchmark reported plan size, assets, and participant counts.
- Look up any specific plan by name or EIN in the Form 5500 search. Search plans
- Compare plan types side by side to understand the structural differences. 401(k) vs pension guide
- Estimate how plan fees compound over time with the fee calculator. Fee impact calculator
Plan-type classification based on Form 5500 filing characteristics. U.S. Department of Labor Form 5500 filings (EBSA).
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-08-25.