401(k) · DOL Form 5500 · 2022

Board of Trustees Local 812 Annuity Fund 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
N/A
Participants Small participant base
67th
Percentile by assets National rank
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Official DOL plan name: Local 812 Annuity Fund · Sponsored by Board of Trustees Local 812 Annuity Fund · New York · Wholesale Trade

$11M in assets, N/A participants

Board of Trustees Local 812 Annuity Fund's Local 812 Annuity Fund reported $11M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,077 in Wholesale Trade (6,843 peers)

Board of Trustees Local 812 Annuity Fund multi-year trail

Board of Trustees Local 812 Annuity Fund's plans moved +214.0% in assets from 2022 to 2024; this filing shows Local 812 Annuity Fund at $11M / N/A participants.

#4,077
in Wholesale Trade (6,843 peers)
$11M
reported net income

Local 812 Annuity Fund's outsized position by total assets

Local 812 Annuity Fund vs every filed plan by assets

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

$10,934,170 Top 33% higher than 67% 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

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Plan-year Form 5500 strip

Filing strip 874819968 · Board of Trustees Local 812 Annuity Fund PY 2022 · 401(k)

Local 812 Annuity Fund · $11M · N/A · 67th

  • NET $11M
  • BOOK N/A
  • VS-ST 67th
  • BOY 401(k)
  • SCH near Basco Manufacturing Company 401(k) Profit Sharing Plan
  • EBSA ind #4077

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 Wholesale Trade retirement plans → · Plans in New York →

Local 812 Annuity Fund in the asset neighbourhood

Charter Homes Building Company 401(k) Profit Sharing PlanCharter Homes Building Compa…$11MLocal 812 Annuity Fund$11MBasco Manufacturing Company 401(k) Profit Sharing PlanBasco Manufacturing Company …$11MThos. S. Byrne, Inc. Savings and Investment PlanThos. S. Byrne, Inc. Savings…$11MRoi Communication, Inc. 401(k) Retirement PlanRoi Communication, Inc. 401(…$11M
End-of-year total assets ($M) among Local 812 Annuity Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Board of Trustees Local 812 Annuity Fund multi-year asset trail

Sponsor-wide plan assets over time

All Board of Trustees Local 812 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$34M 213.96854996767013% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $10.9M $34.3M ▲ +214.1%
Year Plans Participants Total Assets
2022 1 N/A $11M
2023 1 2,285 $22M
2024 1 2,289 $34M

Board of Trustees Local 812 Annuity Fund filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$11M
Net Income$11M
Employer EIN874819968
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Local 812 Annuity Fund vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Local 812 Annuity Fund, Total assets ($B): 0.01093417 · Participants: 0Local 812 Annuity FundIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Local 812 Annuity Fund vs. nearby 401(k) plans in New York, assets vs. participants
Compare Local 812 Annuity Fund side-by-side with 3 peers →

Local 812 Annuity Fund's closest out-of-state 401(k) peers by assets

Outside New York, the nearest 401(k) by end-of-year assets is Basco Manufacturing Company 401(k) Profit Sharing Plan in OH at $11M (this filing: $11M).

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 have Board of Trustees Local 812 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Local 812 Annuity Fund's sponsor-wide assets grew 214.0%, from $11M to $34M.
Which 401(k) plans are similar in size to Local 812 Annuity Fund? ▼
Among 401(k) plans in other states, the closest by assets is Basco Manufacturing Company 401(k) Profit Sharing Plan in OH ($11M, 230 participants).

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 874819968.

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.