Money Purchase · DOL Form 5500 · 2022
Board of Trustees Local 338 Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 5,950
- Participants Above avg headcount
- 86th
- Percentile by assets National rank
- $6,395
- Avg per participant Low balance/head
Official DOL plan name: Local 338 Annuity Fund · Sponsored by Board of Trustees Local 338 Annuity Fund · New York · Retail Trade
$38M in assets, 5,950 participants
Board of Trustees Local 338 Annuity Fund's Local 338 Annuity Fund reported $38M in total assets and 5,950 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- #8,762 in Retail Trade (9,519 peers)
Coverage in New York
Local 338 Annuity Fund covers 5,950 participants in New York, 7.5x the typical New York plan (state average ~798 per filing). Assets: $38M.
- #8,762
- in Retail Trade (9,519 peers)
- +0.3%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $420K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Local 338 Annuity Fund's outsized position by total assets
Local 338 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$38,047,716 Top 14% higher than 86% 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 338 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 338 Annuity Fund lands in the large band (5,950 participants).
Form 5500 schedule snapshot
Filing strip 271596066 · Board of Trustees Local 338 Annuity Fund PY 2022 · Money Purchase
Local 338 Annuity Fund · $38M · 5,950 · 86th
- BOY $38M
- SCH 5,950
- EBSA 86th
- PART Money Purchase
- TYPE near Nyk Group Americas Inc. Money Purchase Pension Plan
- NET ind #8762
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 Retail Trade retirement plans → · Plans in New York →
Local 338 Annuity Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | -$420K |
| Employer EIN | 271596066 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Local 338 Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees Local 338 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $61M 60.20411317199697% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,950 | $38M |
| 2023 | 1 | 6,065 | $49M |
| 2024 | 1 | 6,724 | $61M |
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 338 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Nyk Group Americas Inc. Money Purchase Pension Plan in NJ ($38M); by covered participants it is Florida Ubc Supplemental Pension Plan in TN (5,942 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
- Nyk Group Americas Inc. Money Purchase Pension Plan (NJ) $38M · 374
- Abatement Workers National Defined Contribution Pension Plan (MI) $38M · 2,340
- The Flying Tiger Line Variable Annuity Pension Plan for Pilots (TN) $37M · 3
- Money Accumulation Pension Plan for Employees of Circles of Care, Inc. (FL) $37M · 340
Similar participant headcount
Nearest other-state filings by covered participants (5,950 participants); asset peers above are excluded.
- Florida Ubc Supplemental Pension Plan (TN) 5,942 · 8 off
- The Children's Mercy Hospital Retirement Plan (MO) 5,977 · 27 off
- Southern New Hampshire University Retirement Plan and Trust (NH) 5,881 · 69 off
- Stationary Engineers Local 39 Annuity Trust Fund (CA) 6,023 · 73 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.