401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$160M
Total assets Near avg plan size
1,012
Participants Near avg headcount
95th
Percentile by assets National rank
$157,830
Avg per participant Above avg balance/head
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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.

  • #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.

#9,319
in Construction (9,927 peers)
-14.5%
assets change YoY
1.6×
vs typical plan assets (national mean)

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.

U.a. Local 13 Annuity Fund's outsized position 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 $2,050,000,000 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

U.a. Local 13 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. U.a. Local 13 Annuity Fund lands in the large band (1,012 participants).

DOL schedule card

Filing strip 521041321 · U.a. Local 13 Annuity Fund PY 2022 · 401(k)

U.a. Local 13 Annuity Fund · $160M · 1,012 · 95th

  • EOY $160M
  • 5500 1,012
  • ASSETS 95th
  • PCT 401(k)
  • EIN near The Taubman Company and Related Entities Employee Retirement Savings Plan
  • RANK ind #9319

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 Construction retirement plans → · Plans in New York →

U.a. Local 13 Annuity Fund in the asset neighbourhood

Starling Physicians, P.C. 401(k) Savings PlanStarling Physicians, P.C. 40…$160MU.a. Local 13 Annuity Fund$160MThe Taubman Company and Related Entities Employee Retirement Savings PlanThe Taubman Company and Rela…$160MBic Corporation Salaried 401(k) Savings and Investment PlanBic Corporation Salaried 401…$160MSouthwestern Energy Company 401(k) Savings PlanSouthwestern Energy Company …$160M
End-of-year total assets ($M) among U.a. Local 13 Annuity Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All U.a. Local 13 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$201M 26.115259512756385% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $160M $201M ▲ +26.1%
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 ($B) Participants U.a. Local 13 Annuity Fund, Total assets ($B): 0.159723632 · Participants: 1012U.a. Local 13 Annuity FundIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
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 →

U.a. Local 13 Annuity Fund's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Taubman Company and Related Entities Employee Retirement Savings Plan in MI ($160M); by covered participants it is Mane Retirement Plan in NJ (1,012 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,012 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to U.a. Local 13 Annuity Fund? ▼
Among 401(k) plans in other states, the closest by covered participants is Mane Retirement Plan in NJ (1,012 participants, $107M in assets).

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.