Money Purchase · DOL Form 5500 · 2022
Board of Trustees Local 713 Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 24,237
- Participants Very large workforce
- 79th
- Percentile by assets National rank
- $943
- Avg per participant Low balance/head
Official DOL plan name: International Brotherhood of Trade Unions Local 713 Annuity Fund · Sponsored by Board of Trustees Local 713 Annuity Fund · New York · Transportation & Warehousing
$23M in assets, 24,237 participants
Board of Trustees Local 713 Annuity Fund's International Brotherhood of Trade Unions Local 713 Annuity Fund reported $23M in total assets and 24,237 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.
- #3,069 in Transportation & Warehousing (3,876 peers)
Coverage in New York
International Brotherhood of Trade Unions Local 713 Annuity Fund covers 24,237 participants in New York, 30x the typical New York plan (state average ~798 per filing). Assets: $23M.
- #3,069
- in Transportation & Warehousing (3,876 peers)
- -9.7%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
International Brotherhood of Trade Unions Local 713 Annuity Fund's outsized position by total assets
International Brotherhood of Trade Unions Local 713 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$22,845,115 Top 21% higher than 79% 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
International Brotherhood of Trade Unions Local 713 Annuity Fund's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. International Brotherhood of Trade Unions Local 713 Annuity Fund is a mega filing (24,237 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 261908711 · Board of Trustees Local 713 Annuity Fund PY 2022 · Money Purchase
International Brotherhood of Trade Unions Local 713 Annuity Fund · $23M · 24,237 · 79th
- BOOK $23M
- VS-ST 24,237
- BOY 79th
- SCH Money Purchase
- EBSA near Community Action Partnership of Kern 401(a) Plan
- PART ind #3069
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 →
International Brotherhood of Trade Unions Local 713 Annuity Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | -$2M |
| Employer EIN | 261908711 |
| Plan Effective Date | 2008-02-06 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Local 713 Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees Local 713 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 47.75843325805101% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 24,237 | $23M |
| 2023 | 1 | 26,434 | $29M |
| 2024 | 1 | 25,523 | $34M |
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
International Brotherhood of Trade Unions Local 713 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Community Action Partnership of Kern 401(a) Plan in CA ($23M); by covered participants it is Southern California IBEW-NECA Defined Contribution Plan in CA (25,395 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Community Action Partnership of Kern 401(a) Plan (CA) $23M · 767
- Money Purchase Plan for the Employees of American Gfm Corporation (VA) $23M · 106
- The New England Center for Children, Inc. Target Benefit Plan (MA) $23M · 672
- Au Medical Associates Employees' Money Purchase Pension Plan (GA) $23M · 323
Similar participant headcount
Nearest other-state filings by covered participants (24,237 participants); asset peers above are excluded.
- Southern California IBEW-NECA Defined Contribution Plan (CA) 25,395 · 1,158 off
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan (CA) 22,792 · 1,445 off
- Carpenters Annuity Trust Fund for Northern California (CA) 26,442 · 2,205 off
- Pension Trust Fund for Operating Engineers Annuity Plan (CA) 21,455 · 2,782 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.