Money Purchase · DOL Form 5500 · 2022

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

Data updated 2026-08-11

$31M
Total assets
720
Participants
83rd
Percentile by assets
$43,300
Avg per participant
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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.

  • 83rd percentile by assets (of 139,126 plans)
  • #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.

$31M
total plan assets (2022 EOY)
720
covered participants
83rd
percentile by assets (of 139,126 plans)
$43,300
avg assets per participant
State

United Plant & Production Workers L175 Annuity Fund vs the 2022 asset distribution

By assets, United Plant & Production Workers L175 Annuity Fund outranks 83% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

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)

$30M$32M$34M$36M$38M 202220232024 $31.2M $37M ▲ +18.8%
Total plan assets by year, all Board of Trustees of United Plant Production Workers L175 Annuity Fd plans on file
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

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 & Produ…Tiaa Retirement PlanYoung Men's Christia…McKinsey & Company, …Brookhaven Science A…Iron Workers Locals …
United Plant & Production Workers L175 Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to United Plant & Production Workers L175 Annuity Fund by total assets, not by location.

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).

Next read for United Plant & Production Workers L175 A…

Scale reading

Ways to act on United Plant & Production Workers L175 Annuity Fund's numbers.

  • By total assets, United Plant & Production Workers L175 Annuity Fund ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
  • Board of Trustees of United Plant Production Workers L175 Annuity Fd's sponsor-wide assets have grown 18.8% since 2022 across 3 plan years on file. More Finance & Insurance plans