Money Purchase · DOL Form 5500 · 2022
Board of Trustees Local 804 Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $79M
- Total assets Below avg plan size
- 5,730
- Participants Above avg headcount
- 91st
- Percentile by assets National rank
- $13,786
- Avg per participant Low balance/head
Official DOL plan name: Local 804 Annuity Fund · Sponsored by Board of Trustees Local 804 Annuity Fund · New York · Transportation & Warehousing
$79M in assets, 5,730 participants
Board of Trustees Local 804 Annuity Fund's Local 804 Annuity Fund reported $79M in total assets and 5,730 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- #3,480 in Transportation & Warehousing (3,876 peers)
Coverage in New York
Local 804 Annuity Fund covers 5,730 participants in New York, 7.2x the typical New York plan (state average ~798 per filing). Assets: $79M.
- #3,480
- in Transportation & Warehousing (3,876 peers)
- -17.0%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Local 804 Annuity Fund's outsized position by total assets
Local 804 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$78,994,361 Top 9% higher than 91% 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
Local 804 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. Local 804 Annuity Fund lands in the large band (5,730 participants).
EBSA filing schedule strip
Filing strip 112506358 · Board of Trustees Local 804 Annuity Fund PY 2022 · Money Purchase
Local 804 Annuity Fund · $79M · 5,730 · 91st
- PCT $79M
- PCT 5,730
- PCT 91st
- PCT Money Purchase
- PCT near Oklahoma Medical Research Foundation for Full-Time Employees
- PCT ind #3480
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 Transportation & Warehousing retirement plans → · Plans in New York →
Local 804 Annuity Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $95M |
|---|---|
| Net Assets (End of Year) | $79M |
| Net Income | -$16M |
| Employer EIN | 112506358 |
| Plan Effective Date | 1979-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Local 804 Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees Local 804 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $91M 15.11097228826245% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,730 | $79M |
| 2023 | 1 | 5,690 | $86M |
| 2024 | 1 | 5,428 | $91M |
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
Scale composition for Local 804 Annuity Fund
Local 804 Annuity Fund reports $79M in end-of-year assets across 5,730 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $13,786 per participant (10% of the national average assets-per-participant) . Net income for plan year 2022 was -$16M.
This plan identity (EIN 112506358, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $79M to $91M (+15.1%) while covered participants moved from 5,730 to 5,428 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,730 | $79M | This page |
| 2023 | 5,690 | $86M | Open filing |
| 2024 · index core | 5,428 | $91M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Local 804 Annuity Fund (Money Purchase, $91M, 5,428 participants)
Local 804 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Oklahoma Medical Research Foundation for Full-Time Employees in OK ($79M); by covered participants it is Telephone and Data Systems, Inc. Pension Plan in WI (5,694 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($79M here).
- Oklahoma Medical Research Foundation for Full-Time Employees (OK) $79M · 460
- Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators (IL) $80M · 451
- Sullivan & Worcester LLP Retirement Plan (MA) $80M · 164
- University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan (WV) $80M · 1,376
Similar participant headcount
Nearest other-state filings by covered participants (5,730 participants); asset peers above are excluded.
- Telephone and Data Systems, Inc. Pension Plan (WI) 5,694 · 36 off
- 112/73 Retirement Plan NECA-IBEW (WA) 5,681 · 49 off
- Virginia Mason Medical Center Retirement Plan (WA) 5,662 · 68 off
- Samaritan Health Services Retirement Plan (OR) 5,816 · 86 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.