401(k) · DOL Form 5500 · 2022

U.a. Local 13 Annuity Fund 401(k) Plan

Data updated 2026-08-11

$160M
Total assets
1,012
Participants
95th
Percentile by assets
$157,830
Avg per participant
PlainRetire home → About this data

Official DOL plan name: U.a. Local 13 Annuity Fund · Sponsored by U.a. Local 13 Annuity Fund · New York · Construction

$160M in assets, 1,012 participants

U.a. Local 13 Annuity Fund's U.a. Local 13 Annuity Fund reported $160M in total assets and 1,012 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 139,126 plans)
  • #9,319 in Construction (9,927 peers)

Where U.a. Local 13 Annuity Fund sits by assets

U.a. Local 13 Annuity Fund sits in the top 5% of all filed plans by assets, $160M for 1,012 participants (~$157,830/participant), down 14.5% in 2022.

$160M
total plan assets (2022 EOY)
1,012
covered participants
95th
percentile by assets (of 139,126 plans)
$157,830
avg assets per participant

The plan reported a net loss of $27M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where U.a. Local 13 Annuity Fund sits by total assets

U.a. Local 13 Annuity Fund vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$159,723,632 Top 5% higher than 95% of 139,123 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State
New York
Industry
Construction

U.a. Local 13 Annuity Fund vs the 2022 asset distribution

By assets, U.a. Local 13 Annuity Fund outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$187M
Net Assets (End of Year)$160M
Net Income-$27M
Employer EIN521041321
Plan Effective Date1974-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (U.a. Local 13 Annuity Fund)

$140M$160M$180M$200M$220M 202220232024 $160M $201M ▲ +26.1%
Total plan assets by year, all U.a. Local 13 Annuity Fund plans on file
Year Plans Participants Total Assets
2022 1 1,012 $160M
2023 1 1,030 $181M
2024 1 1,050 $201M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

U.a. Local 13 Annuity Fund vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants U.a. Local 13 Annuit…, Total assets ($B): 0.159723632 · Participants: 1012U.a. Local 13 Annuit…IBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k…, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k…The Pepsico Savings …, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings …Deloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 40…, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 40…
U.a. Local 13 Annuity Fund vs. nearby 401(k) plans in New York, assets vs. participants
Compare U.a. Local 13 Annuity Fund side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to U.a. Local 13 Annuity Fund by total assets, not by location.

Frequently Asked Questions

How did U.a. Local 13 Annuity Fund assets move in 2022? ▼
U.a. Local 13 Annuity Fund pulled back noticeably - down 14.5% during 2022, from $187M to $160M. Reported net income was -$27M.
How have U.a. Local 13 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), U.a. Local 13 Annuity Fund's sponsor-wide assets grew 26.1%, from $160M to $201M.
Where does U.a. Local 13 Annuity Fund rank by assets among Form 5500 filers? ▼
U.a. Local 13 Annuity Fund ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to U.a. Local 13 Annuity Fund? ▼
Among 401(k) plans in other states, the closest by assets is The Taubman Company and Related Entities Employee Retirement Savings Plan in MI ($160M, 316 participants).

Next read for U.a. Local 13 Annuity Fund

Scale reading

Ways to act on U.a. Local 13 Annuity Fund's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521041321.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.