Money Purchase · DOL Form 5500 · 2022
Board of Trustees - Annuity Fund Local 764 Money Purchase Plan
Data updated 2026-08-25
- $150M
- Total assets Near avg plan size
- 1,666
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $89,862
- Avg per participant Below avg balance/head
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.
- #8,425 in Finance & Insurance (9,261 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 ~798 per filing). Assets: $150M.
- #8,425
- in Finance & Insurance (9,261 peers)
- -12.0%
- assets change YoY
- 1.5×
- vs typical plan assets (national mean)
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.
Annuity Fund of Wardrobe Attendants Union Local 764's outsized position by total assets
Annuity Fund of Wardrobe Attendants Union Local 764 vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$149,709,584 Top 5% higher than 95% 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
Annuity Fund of Wardrobe Attendants Union Local 764'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. Annuity Fund of Wardrobe Attendants Union Local 764 lands in the large band (1,666 participants).
DOL schedule card
Filing strip 133720229 · Board of Trustees - Annuity Fund Local 764 PY 2022 · Money Purchase
Annuity Fund of Wardrobe Attendants Union Local 764 · $150M · 1,666 · 95th
- VS-ST $150M
- VS-ST 1,666
- VS-ST 95th
- VS-ST Money Purchase
- VS-ST near Seafarers Money Purchase Pension Plan
- VS-ST ind #8425
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 Fund of Wardrobe Attendants Union Local 764 in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees - Annuity Fund Local 764 plans reported in each filing year
- Latest sponsor-wide plan assets
- $177M 18.515735104841387% vs 2022
- 2024 filing year
| 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.
- 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
Annuity Fund of Wardrobe Attendants Union Local 764's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Seafarers Money Purchase Pension Plan in MD ($148M); by covered participants it is Middlebury College Core Retirement Plan in VT (1,658 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($150M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,666 participants); asset peers above are excluded.
- Middlebury College Core Retirement Plan (VT) 1,658 · 8 off
- Centrastate Healthcare System Retirement Plan (NJ) 1,657 · 9 off
- Iron Workers Local 399 Annuity Fund (NJ) 1,690 · 24 off
- Massachusetts Financial Services Company Defined Contribution Plan (MA) 1,640 · 26 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.