Money Purchase · DOL Form 5500 · 2022
Local 670 Annuity Fund Joint Board of Trustees Money Purchase Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 1,381
- Participants Near avg headcount
- 79th
- Percentile by assets National rank
- $16,352
- Avg per participant Low balance/head
Official DOL plan name: Local 670 Annuity Fund · Sponsored by Local 670 Annuity Fund Joint Board of Trustees · New York · Finance & Insurance
$23M in assets, 1,381 participants
Local 670 Annuity Fund Joint Board of Trustees's Local 670 Annuity Fund reported $23M in total assets and 1,381 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.
- #6,143 in Finance & Insurance (9,261 peers)
Where Local 670 Annuity Fund sits by assets
Local 670 Annuity Fund sits in the top quartile of all filed plans by assets, $23M for 1,381 participants (~$16,352/participant), down 15.7% in 2022.
- #6,143
- in Finance & Insurance (9,261 peers)
- -15.7%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Local 670 Annuity Fund's outsized position by total assets
Local 670 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$22,582,313 Top 21% higher than 79% 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
Local 670 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. Local 670 Annuity Fund lands in the large band (1,381 participants).
Form 5500 schedule snapshot
Filing strip 136915739 · Local 670 Annuity Fund Joint Board of Trustees PY 2022 · Money Purchase
Local 670 Annuity Fund · $23M · 1,381 · 79th
- EOY $23M
- 5500 1,381
- ASSETS 79th
- PCT Money Purchase
- EIN near Au Medical Associates Employees' Money Purchase Pension Plan
- RANK ind #6143
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 →
Local 670 Annuity Fund in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | -$4M |
| Employer EIN | 136915739 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Local 670 Annuity Fund Joint Board of Trustees)
Sponsor-wide plan assets over time
All Local 670 Annuity Fund Joint Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 24.097544835199123% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,381 | $23M |
| 2023 | 1 | 1,377 | $26M |
| 2024 | 1 | 1,341 | $28M |
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
Local 670 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Au Medical Associates Employees' Money Purchase Pension Plan in GA ($22M); by covered participants it is Aura, Inc. Money Purchase Pension Plan and Trust in DC (1,377 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Au Medical Associates Employees' Money Purchase Pension Plan (GA) $22M · 303
- Frozen Phs 401(a) Plan (TX) $22M · 351
- Local No. 661 Retirement Plan (KS) $22M · 198
- Plumbers and Steamfitters Local No 42 Retirement Plan (OH) $22M · 385
Similar participant headcount
Nearest other-state filings by covered participants (1,381 participants); asset peers above are excluded.
- Aura, Inc. Money Purchase Pension Plan and Trust (DC) 1,377 · 4 off
- University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan (WV) 1,376 · 5 off
- Jm Eagle Employees' Pension Plan (CA) 1,373 · 8 off
- IBEW Local 570 & 518 and Southern Az Chap NECA Annuity Plan (AZ) 1,391 · 10 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.