Money Purchase · DOL Form 5500 · 2022

Building Concrete Excavating Labor Bd of Trust Clerical Annuity Plan Money Purchase Plan

Data updated 2026-08-11

$2M
Total assets: 33
Participants: 36th
Percentile by assets: $69,933
Avg per participant

Official DOL plan name: Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 · Sponsored by Building Concrete Excavating Labor Bd of Trust Clerical Annuity Plan · New York · Finance & Insurance

$2M in assets, 33 participants

Building Concrete Excavating Labor Bd of Trust Clerical Annuity Plan's Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 reported $2M in total assets and 33 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

36th percentile by assets (of 139,126 plans)
#2,265 in Finance & Insurance (9,261 peers)

Building Concrete Excavating Labor Bd of Trust Clerical Annuity Plan multi-year trail

Building Concrete Excavating Labor Bd of Trust Clerical Annuity Plan's plans moved +16.0% in assets from 2022 to 2024; this filing shows Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 at $2M / 33 participants.

$2M
total plan assets (2022 EOY): 33
covered participants: 36th
percentile by assets (of 139,126 plans): $69,933
avg assets per participant

The plan reported a net loss of $566K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State

New York

Industry

Finance & Insurance

Building Concrete Excavating Labor Bd of Trust Clerical Annuity Plan across 3 plan years on file

Across the 3 plan years Building Concrete Excavating Labor Bd of Trust Clerical Annuity Plan has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $3M, a gain of 16.0%, while reported participants moved from 33 to 32 (-3.0%). Peak year by sponsor assets: 2024 ($3M); trough: 2022 ($2M).

Building Concrete Excavating Labor Bd of Trust Clerical Annuity Plan multi-year asset trail

Total plan assets by year, all Building Concrete Excavating Labor Bd of Trust Clerical Annuity Plan plans on file

Year	Plans	Participants	Total Assets
2022	1	33	$2M
2023	1	33	$3M
2024	1	32	$3M

Building Concrete Excavating Labor Bd of Trust Clerical Annuity Plan filing trail (2022)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$2M
Net Income	-$566K
Employer EIN	516120480
Plan Effective Date	1973-04-06
Filing Status	FILING RECEIVED

Nearby Money Purchase Plans in New York

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

Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 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

Compare Annuity Plan for Clerical Employees of B… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 by total assets, not by location.

First National Bank, Quitaque Target Benefit Pension Plan (TX) $2M · 26
Office & Professional Employees Local #98 Pension Plan (OH) $2M · 13
Money Purchase Pension Plan (MD) $2M · 2
Amended Charles S. James, D.D.S., Ltd. Pension Plan and Trust (IL) $2M · 1

Frequently Asked Questions

How did Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 assets move in 2022? ▼

Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 declined sharply - down 19.7% during 2022, from $3M to $2M. Reported net income was -$566K.

How have Building Concrete Excavating Labor Bd of Trust Clerical Annuity Plan plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Building Concrete Excavating Labor Bd of Trust Clerical Annuity Plan's sponsor-wide assets grew 16.0%, from $2M to $3M.

Which Money Purchase plans are similar in size to Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731? ▼

Among Money Purchase plans in other states, the closest by assets is First National Bank, Quitaque Target Benefit Pension Plan in TX ($2M, 26 participants).

Next read for Annuity Plan for Clerical Employees of B…

Multi-year trail

Ways to act on Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731's numbers.

By total assets, Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 ranks in the lower half of filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
Building Concrete Excavating Labor Bd of Trust Clerical Annuity Plan's sponsor-wide assets have grown 16.0% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 516120480.