Money Purchase · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$2M
Total assets Small plan by assets
33
Participants Small participant base
36th
Percentile by assets National rank
$69,933
Avg per participant Below avg balance/head
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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.

  • #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.

#2,265
in Finance & Insurance (9,261 peers)
-19.7%
assets change YoY

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.

Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731's mid-pack asset rank among Finance & Insurance and all filers

Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 vs every filed plan by assets

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

$2,307,801 36th percentile higher than 36% 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

Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 is a small filing (33 participants) on this national headcount ladder.

DOL schedule card

Filing strip 516120480 · Building Concrete Excavating Labor Bd of Trust Clerical Annuity Plan PY 2022 · Money Purchase

Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 · $2M · 33 · 36th

  • EBSA $2M
  • EBSA 33
  • EBSA 36th
  • EBSA Money Purchase
  • EBSA near First National Bank, Quitaque Target Benefit Pension Plan
  • EBSA ind #2265

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 →

Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 in the asset neighbourhood

Money Purchase Pension Plan$2MAmended Charles S. James, D.D.S., Ltd. Pension Plan and TrustAmended Charles S. James, D.…$2MFirst National Bank, Quitaque Target Benefit Pension PlanFirst National Bank, Quitaqu…$2MAnnuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731Annuity Plan for Clerical Em…$2MOffice & Professional Employees Local #98 Pension PlanOffice & Professional Employ…$2M
End-of-year total assets ($M) among Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

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

Sponsor-wide plan assets over time

All Building Concrete Excavating Labor Bd of Trust Clerical Annuity Plan plans reported in each filing year

Latest sponsor-wide plan assets
$3M 16.03361814991847% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M 202220232024 $2.31M $2.68M ▲ +16.0%
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 EIN516120480
Plan Effective Date1973-04-06
Filing StatusFILING 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 Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731, Total assets ($B): 0.002307801 · Participants: 33Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731Tiaa Retirement Plan, Total assets ($B): 4.543178238 · Participants: 11825Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.62423 · Participants: 42922Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.717200853 · Participants: 11845McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.251409519 · Participants: 2436Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40,361, & 417 Annuity Fund, Total assets ($B): 1.072542175 · Participants: 5068Iron Workers Locals 40,361, & 417 Annuity Fund
Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 vs. nearby Money Purchase plans in New York, assets vs. participants

Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is First National Bank, Quitaque Target Benefit Pension Plan in TX ($2M); by covered participants it is X-L Plastics, Inc. Money Purchase Plan in NJ (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 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).
Which Money Purchase plans cover a similar participant headcount to Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731? ▼
Among Money Purchase plans in other states, the closest by covered participants is X-L Plastics, Inc. Money Purchase Plan in NJ (33 participants, $5M in assets).