Money Purchase · DOL Form 5500 · 2022
United Association Local 322 Annuity Fund Money Purchase Plan
Data updated 2026-08-11
- $130M
- Total assets
- 2,032
- Participants
- 94th
- Percentile by assets
- $63,958
- Avg per participant
Official DOL plan name: U a Local 322 Annuity Fund · Sponsored by United Association Local 322 Annuity Fund · New Jersey · Construction
$130M in assets, 2,032 participants
United Association Local 322 Annuity Fund's U a Local 322 Annuity Fund reported $130M in total assets and 2,032 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 139,126 plans)
- #9,225 in Construction (9,927 peers)
Coverage in New Jersey
U a Local 322 Annuity Fund covers 2,032 participants in New Jersey, 2.4x the typical New Jersey plan (state average ~844 per filing). Assets: $130M.
- $130M
- total plan assets (2022 EOY)
- 2,032
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $63,958
- avg assets per participant
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. U a Local 322 Annuity Fund reports 2,032 participants - 2.4x that state average ($130M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $130M |
|---|---|
| Net Assets (End of Year) | $130M |
| Net Income | $528K |
| Employer EIN | 222708962 |
| Plan Effective Date | 1986-03-18 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Association Local 322 Annuity Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,032 | $130M |
| 2023 | 1 | 2,032 | $140M |
| 2024 | 1 | 2,178 | $149M |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
U a Local 322 Annuity Fund vs. nearby Money Purchase plans in New Jersey, assets vs. participants
- Local 68 Engineers Union Annuity Plan $871M · 5,455
- Nysa-Ila Money Purchase Pension Fund and Plan $659M · 4,255
- Educational Testing Service 401(a) Retirement Plan $525M · 3,282
- Ironworkers Local 11 Annuity Fund $384M · 1,139
- Plumbers & Pipefitters Local 9 Surety Plan $257M · 1,957
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to U a Local 322 Annuity Fund by total assets, not by location.
Frequently Asked Questions
How did U a Local 322 Annuity Fund assets move in 2022? ▼
How have United Association Local 322 Annuity Fund plan assets changed over time? ▼
Where does U a Local 322 Annuity Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to U a Local 322 Annuity Fund? ▼
Next read for U a Local 322 Annuity Fund
Filing takeaways
Ways to act on U a Local 322 Annuity Fund's numbers.
- By total assets, U a Local 322 Annuity Fund ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New Jersey. Compare plans
- United Association Local 322 Annuity Fund's sponsor-wide assets have grown 14.3% since 2022 across 3 plan years on file. More Construction plans