Money Purchase · DOL Form 5500 · 2022

Board of Trustees Local 1298 Annuity Fund Money Purchase Plan

Data updated 2026-08-25

$250M
Total assets Near avg plan size
1,488
Participants Near avg headcount
96th
Percentile by assets National rank
$168,296
Avg per participant Above avg balance/head
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Official DOL plan name: Laborers Local 1298 of Nassau & Suffolk Counties Annuity Fund · Sponsored by Board of Trustees Local 1298 Annuity Fund · New York · Construction

$250M in assets, 1,488 participants

Board of Trustees Local 1298 Annuity Fund's Laborers Local 1298 of Nassau & Suffolk Counties Annuity Fund reported $250M in total assets and 1,488 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #9,498 in Construction (9,927 peers)

Where Laborers Local 1298 of Nassau & Suffolk Counties Annuity Fund sits by assets

Laborers Local 1298 of Nassau & Suffolk Counties Annuity Fund sits in the top 5% of all filed plans by assets, $250M for 1,488 participants (~$168,296/participant), up 3.8% in 2022.

#9,498
in Construction (9,927 peers)
+3.8%
assets growth YoY
2.5×
vs typical plan assets (national mean)

Laborers Local 1298 of Nassau & Suffolk Counties Annuity Fund's outsized position by total assets

Laborers Local 1298 of Nassau & Suffolk Counties Annuity Fund vs every filed plan by assets

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

$250,424,379 Top 4% higher than 96% 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

Laborers Local 1298 of Nassau & Suffolk Counties 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. Laborers Local 1298 of Nassau & Suffolk Counties Annuity Fund lands in the large band (1,488 participants).

DOL schedule card

Filing strip 112911064 · Board of Trustees Local 1298 Annuity Fund PY 2022 · Money Purchase

Laborers Local 1298 of Nassau & Suffolk Counties Annuity Fund · $250M · 1,488 · 96th

  • NET $250M
  • BOOK 1,488
  • VS-ST 96th
  • BOY Money Purchase
  • SCH near Local Union 400 IBEW Joint Annuity Plan
  • EBSA ind #9498

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 Construction retirement plans → · Plans in New York →

Laborers Local 1298 of Nassau & Suffolk Counties Annuity Fund in the asset neighbourhood

Sacramento Area Electrical Workers Pension and Profit Sharing PlanSacramento Area Electrical W…$253MIBEW Local Union No. 22/NECA Defined Contribution Pension Fund, Plan BIBEW Local Union No. 22/NECA…$252MLaborers Local 1298 of Nassau & Suffolk Counties Annuity FundLaborers Local 1298 of Nassa…$250MLocal Union 400 IBEW Joint Annuity PlanLocal Union 400 IBEW Joint A…$250MStationary Engineers Local 39 Annuity Trust FundStationary Engineers Local 3…$249M
End-of-year total assets ($M) among Laborers Local 1298 of Nassau & Suffolk Counties 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)$241M
Net Assets (End of Year)$250M
Net Income$10M
Employer EIN112911064
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Local 1298 Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees Local 1298 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$282M 12.465304346427072% vs 2022
2024 filing year
$240M$250M$260M$270M$280M$290M 202220232024 $250M $282M ▲ +12.5%
Year Plans Participants Total Assets
2022 1 1,488 $250M
2023 1 1,482 $269M
2024 1 1,479 $282M

Nearby Money Purchase Plans in New York

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

Laborers Local 1298 of Nassau & Suffolk Counties Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 012345 Total assets ($B) Participants Laborers Local 1298 of Nassau & Suffolk Counties Annuity Fund, Total assets ($B): 0.250424379 · Participants: 1488Laborers Local 1298 of Nassau & Suffolk Counties 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
Laborers Local 1298 of Nassau & Suffolk Counties Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Laborers Local 1298 of Nassau & Suffolk Counties Annuity Fund side-by-side with 3 peers →

Laborers Local 1298 of Nassau & Suffolk Counties Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Local Union 400 IBEW Joint Annuity Plan in NJ ($250M); by covered participants it is Northwest Permanente, P.C. Retirement Plan - Mpp Aspect in OR (1,488 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,488 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 Laborers Local 1298 of Nassau & Suffolk Counties Annuity Fund assets move in 2022? ▼
Laborers Local 1298 of Nassau & Suffolk Counties Annuity Fund edged up modestly - up 3.8% during 2022, from $241M to $250M. Reported net income was $10M.
How have Board of Trustees Local 1298 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Local 1298 Annuity Fund's sponsor-wide assets grew 12.5%, from $250M to $282M.
Where does Laborers Local 1298 of Nassau & Suffolk Counties Annuity Fund rank by assets among Form 5500 filers? ▼
Laborers Local 1298 of Nassau & Suffolk Counties Annuity Fund ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to Laborers Local 1298 of Nassau & Suffolk Counties Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Local Union 400 IBEW Joint Annuity Plan in NJ ($250M, 677 participants).
Which Money Purchase plans cover a similar participant headcount to Laborers Local 1298 of Nassau & Suffolk Counties Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Northwest Permanente, P.C. Retirement Plan - Mpp Aspect in OR (1,488 participants, $813M 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 112911064.

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.