Other · DOL Form 5500 · 2022

Board of Trustees-Boilermakers Local Lodge No. 5 Annuity Fund Retirement Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
568
Participants Below avg headcount
87th
Percentile by assets National rank
$82,133
Avg per participant Below avg balance/head
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Official DOL plan name: Boilermakers Local Lodge No. 5 Annuity Fund · Sponsored by Board of Trustees-Boilermakers Local Lodge No. 5 Annuity Fund · New York · Finance & Insurance

$47M in assets, 568 participants

Board of Trustees-Boilermakers Local Lodge No. 5 Annuity Fund's Boilermakers Local Lodge No. 5 Annuity Fund reported $47M in total assets and 568 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,395 in Finance & Insurance (9,261 peers)

Where Boilermakers Local Lodge No. 5 Annuity Fund sits by assets

Boilermakers Local Lodge No. 5 Annuity Fund sits in the top quartile of all filed plans by assets, $47M for 568 participants (~$82,133/participant), down 14.5% in 2022.

#7,395
in Finance & Insurance (9,261 peers)
-14.5%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Boilermakers Local Lodge No. 5 Annuity Fund's outsized position by total assets

Boilermakers Local Lodge No. 5 Annuity Fund vs every filed plan by assets

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

$46,651,716 Top 13% higher than 87% 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

Boilermakers Local Lodge No. 5 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. Boilermakers Local Lodge No. 5 Annuity Fund sits mid-pack in the medium band (568 participants).

Plan-year Form 5500 strip

Filing strip 516129775 · Board of Trustees-Boilermakers Local Lodge No. 5 Annuity Fund PY 2022 · Other

Boilermakers Local Lodge No. 5 Annuity Fund · $47M · 568 · 87th

  • ASSETS $47M
  • PCT 568
  • EIN 87th
  • RANK Other
  • PHOTO near The Park School Defined Contribution Retirement Plan
  • IND ind #7395

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 →

Boilermakers Local Lodge No. 5 Annuity Fund in the asset neighbourhood

Kencrest Services 403(b) Retirement PlanKencrest Services 403(b) Ret…$47MEmployee Benefit Plan for Employees of Employshare, Inc. and Participating EmployersEmployee Benefit Plan for Em…$47MThe Park School Defined Contribution Retirement PlanThe Park School Defined Cont…$47MBoilermakers Local Lodge No. 5 Annuity FundBoilermakers Local Lodge No.…$47MFrancis Parker School 403(b) PlanFrancis Parker School 403(b)…$47M
End-of-year total assets ($M) among Boilermakers Local Lodge No. 5 Annuity Fund and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$47M
Net Income-$8M
Employer EIN516129775
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees-Boilermakers Local Lodge No. 5 Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees-Boilermakers Local Lodge No. 5 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$54M 15.794540119381676% vs 2022
2024 filing year
$45M$50M$55M 202220232024 $46.7M $54M ▲ +15.8%
Year Plans Participants Total Assets
2022 1 568 $47M
2023 1 583 $53M
2024 1 566 $54M

Nearby Other Plans in New York

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

Boilermakers Local Lodge No. 5 Annuity Fund vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Boilermakers Local Lodge No. 5 Annuity Fund, Total assets ($B): 0.046651716 · Participants: 568Boilermakers Local Lodge No. 5 Annuity FundNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Boilermakers Local Lodge No. 5 Annuity Fund vs. nearby Other plans in New York, assets vs. participants
Compare Boilermakers Local Lodge No. 5 Annuity Fund side-by-side with 3 peers →

Boilermakers Local Lodge No. 5 Annuity Fund's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is The Park School Defined Contribution Retirement Plan in MA ($47M); by covered participants it is Community Health Centers, Inc. 403(b) Retirement Plan in FL (569 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (568 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 Boilermakers Local Lodge No. 5 Annuity Fund assets move in 2022? ▼
Boilermakers Local Lodge No. 5 Annuity Fund pulled back noticeably - down 14.5% during 2022, from $55M to $47M. Reported net income was -$8M.
How have Board of Trustees-Boilermakers Local Lodge No. 5 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees-Boilermakers Local Lodge No. 5 Annuity Fund's sponsor-wide assets grew 15.8%, from $47M to $54M.
Where does Boilermakers Local Lodge No. 5 Annuity Fund rank by assets among Form 5500 filers? ▼
Boilermakers Local Lodge No. 5 Annuity Fund ranks in the 87th 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 Other plans are similar in size to Boilermakers Local Lodge No. 5 Annuity Fund? ▼
Among Other plans in other states, the closest by assets is The Park School Defined Contribution Retirement Plan in MA ($47M, 155 participants).
Which Other plans cover a similar participant headcount to Boilermakers Local Lodge No. 5 Annuity Fund? ▼
Among Other plans in other states, the closest by covered participants is Community Health Centers, Inc. 403(b) Retirement Plan in FL (569 participants, $23M 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 516129775.

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.