Money Purchase · DOL Form 5500 · 2022
Board of Trustees Local 713 Annuity Fund Money Purchase Plan
Data updated 2026-08-11
- $23M
- Total assets
- 24,237
- Participants
- 79th
- Percentile by assets
- $943
- Avg per participant
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.
- 79th percentile by assets (of 139,126 plans)
- #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.
- $23M
- total plan assets (2022 EOY)
- 24,237
- covered participants
- 79th
- percentile by assets (of 139,126 plans)
- $943
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. International Brotherhood of Trade Unions Local 713 Annuity Fund reports 24,237 participants - 30x that state average ($23M EOY assets).
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)
| 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.
International Brotherhood of Trade Unions Local 713 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to International Brotherhood of Trade Unions Local 713 Annuity Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did International Brotherhood of Trade Unions Local 713 Annuity Fund assets move in 2022? ▼
How have Board of Trustees Local 713 Annuity Fund plan assets changed over time? ▼
Where does International Brotherhood of Trade Unions Local 713 Annuity Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to International Brotherhood of Trade Unions Local 713 Annuity Fund? ▼
Next read for International Brotherhood of Trade Union…
Filing takeaways
Ways to act on International Brotherhood of Trade Unions Local 713 Annuity Fund's numbers.
- By total assets, International Brotherhood of Trade Unions Local 713 Annuity Fund ranks in the top quartile 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 713 Annuity Fund's sponsor-wide assets have grown 47.8% since 2022 across 3 plan years on file. More Transportation & Warehousing plans