Money Purchase · DOL Form 5500 · 2022
Board of Trustees - Annuity Fund Local 764 Money Purchase Plan
Data updated 2026-08-06
- $150M
- Total assets
- 1,666
- Participants
- 95th
- Percentile by assets
- $89,862
- Avg per participant
Official DOL plan name: Annuity Fund of Wardrobe Attendants Union Local 764 · Sponsored by Board of Trustees - Annuity Fund Local 764 · New York · Finance & Insurance
$150M in assets, 1,666 participants
Board of Trustees - Annuity Fund Local 764's Annuity Fund of Wardrobe Attendants Union Local 764 reported $150M in total assets and 1,666 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 139,258 plans)
- #8,430 in Finance & Insurance (9,267 peers)
Coverage in New York
Annuity Fund of Wardrobe Attendants Union Local 764 covers 1,666 participants in New York, 2.1x the typical New York plan (state average ~795 per filing). Assets: $150M.
- $150M
- total plan assets (2022 EOY)
- 1,666
- covered participants
- 95th
- percentile by assets (of 139,258 plans)
- $89,862
- avg assets per participant
The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New York filers
In New York, the average filing covers about 795 participants across 8,491 plans. Annuity Fund of Wardrobe Attendants Union Local 764 reports 1,666 participants - 2.1x that state average ($150M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $170M |
|---|---|
| Net Assets (End of Year) | $149M |
| Net Income | -$20M |
| Employer EIN | 133720229 |
| Plan Effective Date | 1980-12-19 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees - Annuity Fund Local 764)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,666 | $150M |
| 2023 | 1 | 1,929 | $165M |
| 2024 | 1 | 1,879 | $177M |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Annuity Fund of Wardrobe Attendants Union Local 764 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Annuity Fund of Wardrobe Attendants Union Local 764 by total assets, not by location.
- Seafarers Money Purchase Pension Plan (MD) $148M · 7,557
- Boilermakers Lodge 154 Retirement Plan (MN) $147M · 7,067
- Sheet Metal Workers Local 91 Annuity Plan (IL) $146M · 650
- IBEW Local Union 375 Electricians' Retirement Plan (PA) $146M · 645
Frequently Asked Questions
How did Annuity Fund of Wardrobe Attendants Union Local 764 assets move in 2022? ▼
How have Board of Trustees - Annuity Fund Local 764 plan assets changed over time? ▼
Where does Annuity Fund of Wardrobe Attendants Union Local 764 rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Annuity Fund of Wardrobe Attendants Union Local 764? ▼
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Filing takeaways
Ways to act on Annuity Fund of Wardrobe Attendants Union Local 764's numbers.
- By total assets, Annuity Fund of Wardrobe Attendants Union Local 764 ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Board of Trustees - Annuity Fund Local 764's sponsor-wide assets have grown 18.5% since 2022 across 3 plan years on file. More Finance & Insurance plans