Money Purchase
2022 plan-year Money Purchase DOL Form 5500

Rochester Laborers Annuity Fund

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees Rochester Laborers Annuity Fund · New York · Construction

What the 2023 filing shows

Rochester Laborers Annuity Fund holds $65M for 1,686 participants — about $38,432 per participant, down 12.4% over the 2022 plan year.

$65M
total plan assets (2022 EOY)
1,686
covered participants
$38,432
avg assets per participant
-12.4%
assets change YoY

The plan reported a net loss of $9M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$65M
Participants
1,686
State
Industry
Construction

What the Filing Says About Rochester Laborers Annuity Fund

Rochester Laborers Annuity Fund is a Money Purchase retirement plan sponsored by Board of Trustees Rochester Laborers Annuity Fund, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $65M in total end-of-year assets and covers 1,686 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 161253138, and the plan has been effective since 1985-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $74M at the beginning of 2022 to $65M at year-end — a decline of 12.4%. Net assets (after liabilities) closed the year at $65M, with reported net income of $-9,176,862 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$74M
Total Assets (End of Year)$65M
Net Assets (End of Year)$65M
Net Income$-9,176,862
Plan TypeMoney Purchase
Employer EIN161253138
Plan Effective Date1985-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Rochester Laborers Annuity Fund)

Year Plans Participants Total Assets
2022 1 1,686 $65M
2023 1 1,203 $69M
2024 1 1,583 $74M

Nearby Money Purchase Plans in New York

Peer Money Purchase plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Rochester Laborers Annuity Fund?
As of the 2022 Form 5500 filing, Rochester Laborers Annuity Fund holds $65M in total assets with 1,686 participants. It is sponsored by Board of Trustees Rochester Laborers Annuity Fund.
What type of plan is Rochester Laborers Annuity Fund?
Rochester Laborers Annuity Fund is a Money Purchase plan. It has been effective since 1985-05-01. The plan is filed with the U.S. Department of Labor under EIN 161253138.
Who sponsors the Rochester Laborers Annuity Fund?
Rochester Laborers Annuity Fund is sponsored by Board of Trustees Rochester Laborers Annuity Fund, located in New York. The sponsor's EIN is 161253138 and the plan operates in the Construction industry.
How did Rochester Laborers Annuity Fund perform in 2022?
Rochester Laborers Annuity Fund declined by 12.4% during 2022, moving from $74M to $65M in total assets. Net income was $-9,176,862.
Where can I find official filings for Rochester Laborers Annuity Fund?
Official Form 5500 filings for Rochester Laborers Annuity Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 161253138 or plan name at efast.dol.gov.
How does Rochester Laborers Annuity Fund compare to other plans?
You can compare Rochester Laborers Annuity Fund against other Money Purchase plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 161253138.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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