Money Purchase · DOL Form 5500 · 2022

Board of Trustees of United Plant Production Workers L175 Annuity Fd Money Purchase Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
720
Participants Below avg headcount
83rd
Percentile by assets National rank
$43,300
Avg per participant Low balance/head
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Official DOL plan name: United Plant & Production Workers L175 Annuity Fund · Sponsored by Board of Trustees of United Plant Production Workers L175 Annuity Fd · New York · Finance & Insurance

$31M in assets, 720 participants

Board of Trustees of United Plant Production Workers L175 Annuity Fd's United Plant & Production Workers L175 Annuity Fund reported $31M in total assets and 720 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,763 in Finance & Insurance (9,261 peers)

Where United Plant & Production Workers L175 Annuity Fund sits by assets

United Plant & Production Workers L175 Annuity Fund sits in the top quartile of all filed plans by assets, $31M for 720 participants (~$43,300/participant), up 2.3% in 2022.

#6,763
in Finance & Insurance (9,261 peers)
+2.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

United Plant & Production Workers L175 Annuity Fund's outsized position by total assets

United Plant & Production Workers L175 Annuity Fund vs every filed plan by assets

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

$31,175,935 Top 17% higher than 83% 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

United Plant & Production Workers L175 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. United Plant & Production Workers L175 Annuity Fund sits mid-pack in the medium band (720 participants).

Form 5500 schedule snapshot

Filing strip 203143138 · Board of Trustees of United Plant Production Workers L175 Annuity Fd PY 2022 · Money Purchase

United Plant & Production Workers L175 Annuity Fund · $31M · 720 · 83rd

  • PCT $31M
  • PCT 720
  • PCT 83rd
  • PCT Money Purchase
  • PCT near Macomb-Oakland Regional Center Money Purchase Plan
  • PCT ind #6763

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 →

United Plant & Production Workers L175 Annuity Fund in the asset neighbourhood

Iron Workers Local 451 Annuity FundIron Workers Local 451 Annui…$32MMacomb-Oakland Regional Center Money Purchase PlanMacomb-Oakland Regional Cent…$31MUnited Plant & Production Workers L175 Annuity FundUnited Plant & Production Wo…$31MGtcr Retirement Plan$31MMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, I…$31M
End-of-year total assets ($M) among United Plant & Production Workers L175 Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$31M
Net Income$680K
Employer EIN203143138
Plan Effective Date2005-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of United Plant Production Workers L175 Annuity Fd)

Sponsor-wide plan assets over time

All Board of Trustees of United Plant Production Workers L175 Annuity Fd plans reported in each filing year

Latest sponsor-wide plan assets
$37M 18.800760907411437% vs 2022
2024 filing year
$30M$32M$34M$36M$38M 202220232024 $31.2M $37M ▲ +18.8%
Year Plans Participants Total Assets
2022 1 720 $31M
2023 1 851 $34M
2024 1 645 $37M

Nearby Money Purchase Plans in New York

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

United Plant & Production Workers L175 Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants United Plant & Production Workers L175 Annuity Fund, Total assets ($B): 0.031175935 · Participants: 720United Plant & Production Workers L175 Annuity FundTiaa Retirement Plan, Total assets ($B): 4.543178238 · Participants: 11825Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.62423 · Participants: 42922Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.717200853 · Participants: 11845McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.251409519 · Participants: 2436Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40,361, & 417 Annuity Fund, Total assets ($B): 1.072542175 · Participants: 5068Iron Workers Locals 40,361, & 417 Annuity Fund
United Plant & Production Workers L175 Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants
Compare United Plant & Production Workers L175 Annuity Fund side-by-side with 3 peers →

United Plant & Production Workers L175 Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Macomb-Oakland Regional Center Money Purchase Plan in MI ($31M); by covered participants it is Bates College Money Purchase Pension Plan in ME (720 participants). Same-state nearby plans are listed separately above.

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 United Plant & Production Workers L175 Annuity Fund assets move in 2022? ▼
United Plant & Production Workers L175 Annuity Fund edged up modestly - up 2.3% during 2022, from $30M to $31M. Reported net income was $680K.
How have Board of Trustees of United Plant Production Workers L175 Annuity Fd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of United Plant Production Workers L175 Annuity Fd's sponsor-wide assets grew 18.8%, from $31M to $37M.
Where does United Plant & Production Workers L175 Annuity Fund rank by assets among Form 5500 filers? ▼
United Plant & Production Workers L175 Annuity Fund ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to United Plant & Production Workers L175 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Macomb-Oakland Regional Center Money Purchase Plan in MI ($31M, 274 participants).
Which Money Purchase plans cover a similar participant headcount to United Plant & Production Workers L175 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Bates College Money Purchase Pension Plan in ME (720 participants, $137M 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 203143138.

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.