Money Purchase · DOL Form 5500 · 2022
Board of Trustees Local 804 Annuity Fund Money Purchase Plan
Data updated 2026-08-11
- $79M
- Total assets
- 5,730
- Participants
- 91st
- Percentile by assets
- $13,786
- Avg per participant
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.
- 91st percentile by assets (of 139,126 plans)
- #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.
- $79M
- total plan assets (2022 EOY)
- 5,730
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $13,786
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Local 804 Annuity Fund reports 5,730 participants - 7.2x that state average ($79M EOY assets).
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)
| 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.
Local 804 Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants
- 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)
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Local 804 Annuity Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did Local 804 Annuity Fund assets move in 2022? ▼
How have Board of Trustees Local 804 Annuity Fund plan assets changed over time? ▼
Where does Local 804 Annuity Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Local 804 Annuity Fund? ▼
Next read for Local 804 Annuity Fund
Filing takeaways
Ways to act on Local 804 Annuity Fund's numbers.
- By total assets, Local 804 Annuity Fund ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Board of Trustees Local 804 Annuity Fund's sponsor-wide assets have grown 15.1% since 2022 across 3 plan years on file. More Transportation & Warehousing plans