Money Purchase · DOL Form 5500 · 2022

Local 445 Annuity Fund Money Purchase Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
415
Participants Below avg headcount
76th
Percentile by assets National rank
$43,129
Avg per participant Low balance/head
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Official DOL plan name: Local 445 Annuity Fund · Sponsored by Local 445 Annuity Fund · New York · Finance & Insurance

$18M in assets, 415 participants

Local 445 Annuity Fund's Local 445 Annuity Fund reported $18M in total assets and 415 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,690 in Finance & Insurance (9,261 peers)

Where Local 445 Annuity Fund sits by assets

Local 445 Annuity Fund sits in the top quartile of all filed plans by assets, $18M for 415 participants (~$43,129/participant), down 24.5% in 2022.

#5,690
in Finance & Insurance (9,261 peers)
-24.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 445 Annuity Fund's outsized position by total assets

Local 445 Annuity Fund vs every filed plan by assets

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

$17,898,525 Top 24% higher than 76% 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

Local 445 Annuity Fund among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 445 Annuity Fund sits mid-pack in the medium band (415 participants).

Form 5500 schedule snapshot

Filing strip 141731806 · Local 445 Annuity Fund PY 2022 · Money Purchase

Local 445 Annuity Fund · $18M · 415 · 76th

  • VS-ST $18M
  • VS-ST 415
  • VS-ST 76th
  • VS-ST Money Purchase
  • VS-ST near Critical Care & Pulmonary Consultants, PC, Money Purchase Pension Plan
  • VS-ST ind #5690

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 Finance & Insurance retirement plans → · Plans in New York →

Local 445 Annuity Fund in the asset neighbourhood

Alameda Alliance for Health Pension PlanAlameda Alliance for Health …$18MOregon Health & Science University Foundation Pension PlanOregon Health & Science Univ…$18MLocal 445 Annuity Fund$18MCritical Care & Pulmonary Consultants, PC, Money Purchase Pension PlanCritical Care & Pulmonary Co…$18MSherin and Lodgen Retirement PlanSherin and Lodgen Retirement…$18M
End-of-year total assets ($M) among Local 445 Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$18M
Net Income-$6M
Employer EIN141731806
Plan Effective Date1990-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Local 445 Annuity Fund)

Sponsor-wide plan assets over time

All Local 445 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$18M 1.0912351716133033% vs 2022
2024 filing year
$17.6M$17.7M$17.8M$17.9M$18M 202220232024 $17.9M $17.7M ▼ -1.1%
Year Plans Participants Total Assets
2022 1 415 $18M
2023 1 353 $18M
2024 1 368 $18M

Nearby Money Purchase Plans in New York

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

Local 445 Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Local 445 Annuity Fund, Total assets ($B): 0.017898525 · Participants: 415Local 445 Annuity FundTiaa Retirement Plan, Total assets ($B): 4.543178238 · Participants: 11825Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.62423 · Participants: 42922Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.717200853 · Participants: 11845McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.251409519 · Participants: 2436Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40,361, & 417 Annuity Fund, Total assets ($B): 1.072542175 · Participants: 5068Iron Workers Locals 40,361, & 417 Annuity Fund
Local 445 Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Local 445 Annuity Fund side-by-side with 3 peers →

Local 445 Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Critical Care & Pulmonary Consultants, PC, Money Purchase Pension Plan in CO ($18M); by covered participants it is Pine Crest Preparatory School, Inc. Money Purchase Pension Plan in FL (415 participants). Same-state nearby plans are listed separately above.

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 Local 445 Annuity Fund assets move in 2022? ▼
Local 445 Annuity Fund declined sharply - down 24.5% during 2022, from $24M to $18M. Reported net income was -$6M.
How have Local 445 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Local 445 Annuity Fund's sponsor-wide assets declined 1.1%, from $18M to $18M.
Where does Local 445 Annuity Fund rank by assets among Form 5500 filers? ▼
Local 445 Annuity Fund ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Local 445 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Critical Care & Pulmonary Consultants, PC, Money Purchase Pension Plan in CO ($18M, 90 participants).
Which Money Purchase plans cover a similar participant headcount to Local 445 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Pine Crest Preparatory School, Inc. Money Purchase Pension Plan in FL (415 participants, $63M 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 141731806.

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.