401(k) · DOL Form 5500 · 2022

Board of Trustees of Local 298 Annuity Fund 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
650
Participants Below avg headcount
60th
Percentile by assets National rank
$12,016
Avg per participant Low balance/head
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Official DOL plan name: Local 298 Annuity Fund · Sponsored by Board of Trustees of Local 298 Annuity Fund · New York · Finance & Insurance

$8M in assets, 650 participants

Board of Trustees of Local 298 Annuity Fund's Local 298 Annuity Fund reported $8M in total assets and 650 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,994 in Finance & Insurance (9,261 peers)

Board of Trustees of Local 298 Annuity Fund multi-year trail

Board of Trustees of Local 298 Annuity Fund's plans moved +447.6% in assets from 2022 to 2024; this filing shows Local 298 Annuity Fund at $8M / 650 participants.

#3,994
in Finance & Insurance (9,261 peers)
+17.2%
assets growth YoY

Local 298 Annuity Fund's mid-pack asset rank among Finance & Insurance and all filers

Local 298 Annuity Fund vs every filed plan by assets

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

$7,810,435 Top 40% higher than 60% 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

Local 298 Annuity Fund 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. Local 298 Annuity Fund sits mid-pack in the medium band (650 participants).

Published 5500 schedule card

Filing strip 116049445 · Board of Trustees of Local 298 Annuity Fund PY 2022 · 401(k)

Local 298 Annuity Fund · $8M · 650 · 60th

  • NET $8M
  • NET 650
  • NET 60th
  • NET 401(k)
  • NET near Schmitz Ready Mix, Inc. 401(k) Savings Plan
  • NET ind #3994

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 298 Annuity Fund in the asset neighbourhood

Local 298 Annuity Fund$8MSchmitz Ready Mix, Inc. 401(k) Savings PlanSchmitz Ready Mix, Inc. 401(…$8MIworks Corporation 401(k) PlanIworks Corporation 401(k) Pl…$8MAaag Holdings, Inc. 401(k) PlanAaag Holdings, Inc. 401(k) P…$8MLc Anderson, Inc. 401(k) Retirement PlanLc Anderson, Inc. 401(k) Ret…$8M
End-of-year total assets ($M) among Local 298 Annuity Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Board of Trustees of Local 298 Annuity Fund multi-year asset trail

Sponsor-wide plan assets over time

All Board of Trustees of Local 298 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$43M 447.63560544323076% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $7.81M $42.8M ▲ +447.6%
Year Plans Participants Total Assets
2022 1 650 $8M
2023 1 2,000 $12M
2024 2 2,782 $43M

Board of Trustees of Local 298 Annuity Fund filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN116049445
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Local 298 Annuity Fund vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Local 298 Annuity Fund, Total assets ($B): 0.007810435 · Participants: 650Local 298 Annuity FundIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Local 298 Annuity Fund vs. nearby 401(k) plans in New York, assets vs. participants
Compare Local 298 Annuity Fund side-by-side with 3 peers →

Local 298 Annuity Fund's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Schmitz Ready Mix, Inc. 401(k) Savings Plan in WI ($8M); by covered participants it is Whoop 401(k) Plan in MA (650 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (650 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 Local 298 Annuity Fund assets move in 2022? ▼
Local 298 Annuity Fund grew sharply - up 17.2% during 2022, from $7M to $8M. Reported net income was $1M.
How have Board of Trustees of Local 298 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Local 298 Annuity Fund's sponsor-wide assets grew 447.6%, from $8M to $43M.
Which 401(k) plans are similar in size to Local 298 Annuity Fund? ▼
Among 401(k) plans in other states, the closest by assets is Schmitz Ready Mix, Inc. 401(k) Savings Plan in WI ($8M, 126 participants).
Which 401(k) plans cover a similar participant headcount to Local 298 Annuity Fund? ▼
Among 401(k) plans in other states, the closest by covered participants is Whoop 401(k) Plan in MA (650 participants, $8M 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 116049445.

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.