Money Purchase · DOL Form 5500 · 2022

Board of Trustees of the Money Purchase Retirement Plan U.a. Local Money Purchase Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
460
Participants Below avg headcount
84th
Percentile by assets National rank
$70,475
Avg per participant Below avg balance/head
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Official DOL plan name: Money Purchase Retirement Plan of U.a. Local 716 · Sponsored by Board of Trustees of the Money Purchase Retirement Plan U.a. Local · Connecticut · Construction

$32M in assets, 460 participants

Board of Trustees of the Money Purchase Retirement Plan U.a. Local's Money Purchase Retirement Plan of U.a. Local 716 reported $32M in total assets and 460 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #8,194 in Construction (9,927 peers)

Where Money Purchase Retirement Plan of U.a. Local 716 sits by assets

Money Purchase Retirement Plan of U.a. Local 716 sits in the top quartile of all filed plans by assets, $32M for 460 participants (~$70,475/participant), down 17.8% in 2022.

#8,194
in Construction (9,927 peers)
-17.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Money Purchase Retirement Plan of U.a. Local 716's outsized position by total assets

Money Purchase Retirement Plan of U.a. Local 716 vs every filed plan by assets

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

$32,418,559 Top 16% higher than 84% 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

Money Purchase Retirement Plan of U.a. Local 716 among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Money Purchase Retirement Plan of U.a. Local 716 sits mid-pack in the medium band (460 participants).

EBSA filing schedule strip

Filing strip 010219039 · Board of Trustees of the Money Purchase Retirement Plan U.a. Local PY 2022 · Money Purchase

Money Purchase Retirement Plan of U.a. Local 716 · $32M · 460 · 84th

  • 5500 $32M
  • ASSETS 460
  • PCT 84th
  • EIN Money Purchase
  • RANK near New Jersey Institute for Disabilities Retirement Plan
  • PHOTO ind #8194

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 Construction retirement plans → · Plans in Connecticut →

Money Purchase Retirement Plan of U.a. Local 716 in the asset neighbourhood

Southeastern Ironworkers Annuity PlanSoutheastern Ironworkers Ann…$33MNew Jersey Institute for Disabilities Retirement PlanNew Jersey Institute for Dis…$33MMoney Purchase Retirement Plan of U.a. Local 716Money Purchase Retirement Pl…$32MPlumbing and Pipe Fitting Industry Local 219 Annuity PlanPlumbing and Pipe Fitting In…$32MFresno County Economic Opportunities Commission Pension PlanFresno County Economic Oppor…$32M
End-of-year total assets ($M) among Money Purchase Retirement Plan of U.a. Local 716 and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$32M
Net Income-$7M
Employer EIN010219039
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Money Purchase Retirement Plan U.a. Local)

Sponsor-wide plan assets over time

All Board of Trustees of the Money Purchase Retirement Plan U.a. Local plans reported in each filing year

Latest sponsor-wide plan assets
$37M 13.824103039249833% vs 2022
2024 filing year
$30M$32M$34M$36M$38M 202220232024 $32.4M $36.9M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 460 $32M
2023 1 447 $36M
2024 1 340 $37M

Nearby Money Purchase Plans in Connecticut

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

Money Purchase Retirement Plan of U.a. Local 716 vs. nearby Money Purchase plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Money Purchase Retirement Plan of U.a. Local 716, Total assets ($M): 32.418559 · Participants: 460Money Purchase Retirement Plan of U.a. Local 716New England Electrical Workers Money Purchase Plan and Trust, Total assets ($M): 607.503917 · Participants: 7904New England Electrical Workers Money Purchase Plan and TrustEquinor US Holdings Inc. Money Purchase Pension Plan, Total assets ($M): 142.016376 · Participants: 593Equinor US Holdings Inc. Money Purchase Pension PlanSouthern Ct IBEW Annuity Plan, Total assets ($M): 70.657052 · Participants: 479Southern Ct IBEW Annuity PlanSwisher International Inc. Defined Contribution Plan for Salaried Employees, Total assets ($M): 17.371482 · Participants: 462Swisher International Inc. Defined Contribution Plan for Salaried EmployeesChurch Homes, Inc., Congregational Defined Contribution Retirement Plan, Total assets ($M): 12.594335 · Participants: 187Church Homes, Inc., Congregational Defined Contribution Retirement Plan
Money Purchase Retirement Plan of U.a. Local 716 vs. nearby Money Purchase plans in Connecticut, assets vs. participants
Compare Money Purchase Retirement Plan of U.a. Local 716 side-by-side with 3 peers →

Money Purchase Retirement Plan of U.a. Local 716's out-of-state Money Purchase peers by assets and headcount

Outside Connecticut, the nearest Money Purchase by assets is New Jersey Institute for Disabilities Retirement Plan in NJ ($33M); by covered participants it is The Crosby Group Hourly Employees Pension Plus Plan in OK (460 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (460 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 Money Purchase Retirement Plan of U.a. Local 716 assets move in 2022? ▼
Money Purchase Retirement Plan of U.a. Local 716 declined sharply - down 17.8% during 2022, from $39M to $32M. Reported net income was -$7M.
How have Board of Trustees of the Money Purchase Retirement Plan U.a. Local plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Money Purchase Retirement Plan U.a. Local's sponsor-wide assets grew 13.8%, from $32M to $37M.
Where does Money Purchase Retirement Plan of U.a. Local 716 rank by assets among Form 5500 filers? ▼
Money Purchase Retirement Plan of U.a. Local 716 ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Money Purchase Retirement Plan of U.a. Local 716? ▼
Among Money Purchase plans in other states, the closest by assets is New Jersey Institute for Disabilities Retirement Plan in NJ ($33M, 294 participants).
Which Money Purchase plans cover a similar participant headcount to Money Purchase Retirement Plan of U.a. Local 716? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Crosby Group Hourly Employees Pension Plus Plan in OK (460 participants, $13M in assets).

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 010219039.

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.