Money Purchase · DOL Form 5500 · 2022
Excavators Union Local 731 Annuity Board of Trustees Money Purchase Plan
Data updated 2026-08-25
- $770M
- Total assets Above avg plan size
- 5,574
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $138,208
- Avg per participant Near avg balance/head
Official DOL plan name: Excavators Union Local 731 Annuity Fund · Sponsored by Excavators Union Local 731 Annuity Board of Trustees · New York · Finance & Insurance
$770M in assets, 5,574 participants
Excavators Union Local 731 Annuity Board of Trustees's Excavators Union Local 731 Annuity Fund reported $770M in total assets and 5,574 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #9,015 in Finance & Insurance (9,261 peers)
Coverage in New York
Excavators Union Local 731 Annuity Fund covers 5,574 participants in New York, 7.0x the typical New York plan (state average ~798 per filing). Assets: $770M.
- #9,015
- in Finance & Insurance (9,261 peers)
- -10.6%
- assets change YoY
- 7.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $75M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Excavators Union Local 731 Annuity Fund's outsized position by total assets
Excavators Union Local 731 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$770,371,866 Top 1% higher than 99% 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
Excavators Union Local 731 Annuity Fund's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Excavators Union Local 731 Annuity Fund lands in the large band (5,574 participants).
DOL schedule card
Filing strip 510136348 · Excavators Union Local 731 Annuity Board of Trustees PY 2022 · Money Purchase
Excavators Union Local 731 Annuity Fund · $770M · 5,574 · 99th
- ASSETS $770M
- PCT 5,574
- EIN 99th
- RANK Money Purchase
- PHOTO near Massachusetts Financial Services Company Defined Contribution Plan
- IND ind #9015
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 →
Excavators Union Local 731 Annuity Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $862M |
|---|---|
| Net Assets (End of Year) | $770M |
| Net Income | -$75M |
| Employer EIN | 510136348 |
| Plan Effective Date | 1972-07-07 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Excavators Union Local 731 Annuity Board of Trustees)
Sponsor-wide plan assets over time
All Excavators Union Local 731 Annuity Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $953M 23.768501561556246% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,574 | $770M |
| 2023 | 1 | 5,582 | $848M |
| 2024 | 1 | 6,236 | $953M |
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
Scale composition for Excavators Union Local 731 Annuity Fund
Excavators Union Local 731 Annuity Fund reports $770M in end-of-year assets across 5,574 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $138,208 per participant (100% of the national average assets-per-participant) . Net income for plan year 2022 was -$75M.
This plan identity (EIN 510136348, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $770M to $953M (+23.8%) while covered participants moved from 5,574 to 6,236 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,574 | $770M | This page |
| 2023 | 5,582 | $848M | Open filing |
| 2024 · index core | 6,236 | $953M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Excavators Union Local 731 Annuity Fund (Money Purchase, $953M, 6,236 participants)
Excavators Union Local 731 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Massachusetts Financial Services Company Defined Contribution Plan in MA ($732M); by covered participants it is Virginia Mason Medical Center Retirement Plan in WA (5,662 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($770M here).
- Massachusetts Financial Services Company Defined Contribution Plan (MA) $732M · 1,640
- Pacific Coast Benefits Trust Fund (WA) $731M · 59,247
- Northwest Permanente, P.C. Retirement Plan - Mpp Aspect (OR) $813M · 1,488
- NECA-IBEW Pension Benefit Trust Fund (MO) $817M · 3,894
Similar participant headcount
Nearest other-state filings by covered participants (5,574 participants); asset peers above are excluded.
- Virginia Mason Medical Center Retirement Plan (WA) 5,662 · 88 off
- Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan (CA) 5,470 · 104 off
- 112/73 Retirement Plan NECA-IBEW (WA) 5,681 · 107 off
- Local 68 Engineers Union Annuity Plan (NJ) 5,455 · 119 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.