Money Purchase · DOL Form 5500 · 2022
Board of Trustees Local 235 Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $49M
- Total assets Below avg plan size
- 2,959
- Participants Above avg headcount
- 88th
- Percentile by assets National rank
- $16,557
- Avg per participant Low balance/head
Official DOL plan name: Laborers Local 235 Annuity Fund · Sponsored by Board of Trustees Local 235 Annuity Fund · New York · Finance & Insurance
$49M in assets, 2,959 participants
Board of Trustees Local 235 Annuity Fund's Laborers Local 235 Annuity Fund reported $49M in total assets and 2,959 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.
- #7,453 in Finance & Insurance (9,261 peers)
Coverage in New York
Laborers Local 235 Annuity Fund covers 2,959 participants in New York, 3.7x the typical New York plan (state average ~798 per filing). Assets: $49M.
- #7,453
- in Finance & Insurance (9,261 peers)
- -18.9%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Laborers Local 235 Annuity Fund's outsized position by total assets
Laborers Local 235 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$48,992,589 Top 12% higher than 88% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Laborers Local 235 Annuity Fund's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Laborers Local 235 Annuity Fund lands in the large band (2,959 participants).
DOL schedule card
Filing strip 133498896 · Board of Trustees Local 235 Annuity Fund PY 2022 · Money Purchase
Laborers Local 235 Annuity Fund · $49M · 2,959 · 88th
- SCH $49M
- SCH 2,959
- SCH 88th
- SCH Money Purchase
- SCH near Sheet Metal Workers' Local 206 Section 401(a) Plan
- SCH ind #7453
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 Finance & Insurance retirement plans → · Plans in New York →
Laborers Local 235 Annuity Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $60M |
|---|---|
| Net Assets (End of Year) | $49M |
| Net Income | -$12M |
| Employer EIN | 133498896 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Local 235 Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees Local 235 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $58M 18.40836172181062% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,959 | $49M |
| 2023 | 1 | 2,551 | $52M |
| 2024 | 1 | 591 | $58M |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $4.5B · 11,825
- Young Men's Christian Association Retirement Fund Retirement Plan $3.6B · 42,922
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $1.7B · 11,845
- Brookhaven Science Associates, LLC Retirement Plan $1.3B · 2,436
- Iron Workers Locals 40,361, & 417 Annuity Fund $1.1B · 5,068
Laborers Local 235 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Sheet Metal Workers' Local 206 Section 401(a) Plan in CA ($49M); by covered participants it is Meba Pension Trust-Money Purchase Benefit Plan in MD (2,945 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($49M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,959 participants); asset peers above are excluded.
- Meba Pension Trust-Money Purchase Benefit Plan (MD) 2,945 · 14 off
- Iatse Local 127 Pension Plan (TX) 2,943 · 16 off
- Hawaii Laborers' Annuity Fund (HI) 2,896 · 63 off
- Alro Steel Corporation and Subsidiaries Retirement/401(k) Plan (Money Purchase Portion) (MI) 2,885 · 74 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.