Money Purchase · DOL Form 5500 · 2022
Local 68 Engineers Union Annuity Fund Board of Trustees Money Purchase Plan
Data updated 2026-08-25
- $871M
- Total assets Above avg plan size
- 5,455
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $159,712
- Avg per participant Above avg balance/head
Official DOL plan name: Local 68 Engineers Union Annuity Plan · Sponsored by Local 68 Engineers Union Annuity Fund Board of Trustees · New Jersey · Administrative & Support Services
$871M in assets, 5,455 participants
Local 68 Engineers Union Annuity Fund Board of Trustees's Local 68 Engineers Union Annuity Plan reported $871M in total assets and 5,455 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #4,908 in Administrative & Support Services (4,927 peers)
Coverage in New Jersey
Local 68 Engineers Union Annuity Plan covers 5,455 participants in New Jersey, 6.5x the typical New Jersey plan (state average ~844 per filing). Assets: $871M.
- #4,908
- in Administrative & Support Services (4,927 peers)
- +1.2%
- assets growth YoY
- 8.7×
- vs typical plan assets (national mean)
Local 68 Engineers Union Annuity Plan's outsized position by total assets
Local 68 Engineers Union Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$871,227,492 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Local 68 Engineers Union Annuity Plan'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. Local 68 Engineers Union Annuity Plan lands in the large band (5,455 participants).
Published 5500 schedule card
Filing strip 226289939 · Local 68 Engineers Union Annuity Fund Board of Trustees PY 2022 · Money Purchase
Local 68 Engineers Union Annuity Plan · $871M · 5,455 · 99th
- VS-ST $871M
- BOY 5,455
- SCH 99th
- EBSA Money Purchase
- PART near Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan
- TYPE ind #4908
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 Administrative & Support Services retirement plans → · Plans in New Jersey →
Local 68 Engineers Union Annuity Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $861M |
|---|---|
| Net Assets (End of Year) | $871M |
| Net Income | $17M |
| Employer EIN | 226289939 |
| Plan Effective Date | 1976-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Local 68 Engineers Union Annuity Fund Board of Trustees)
Sponsor-wide plan assets over time
All Local 68 Engineers Union Annuity Fund Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $971M 11.483827004853056% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,455 | $871M |
| 2023 | 1 | 5,196 | $919M |
| 2024 | 1 | 5,385 | $971M |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- 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
- Local Union 400 IBEW Joint Annuity Plan $250M · 677
Scale composition for Local 68 Engineers Union Annuity Plan
Local 68 Engineers Union Annuity Plan reports $871M in end-of-year assets across 5,455 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $159,712 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2022 was $17M.
This plan identity (EIN 226289939, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $871M to $971M (+11.5%) while covered participants moved from 5,455 to 5,385 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,455 | $871M | This page |
| 2023 | 5,196 | $919M | Open filing |
| 2024 · index core | 5,385 | $971M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Local 68 Engineers Union Annuity Plan (Money Purchase, $971M, 5,385 participants)
Local 68 Engineers Union Annuity Plan's out-of-state Money Purchase peers by assets and headcount
Outside New Jersey, the nearest Money Purchase by assets is Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan in MI ($856M); by covered participants it is Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan in CA (5,470 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($871M here).
- Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan (MI) $856M · 30,438
- Alcon Retirement Plan (TX) $846M · 9,281
- Tufts University Basic Retirement Plan (MA) $819M · 7,042
- NECA-IBEW Pension Benefit Trust Fund (MO) $817M · 3,894
Similar participant headcount
Nearest other-state filings by covered participants (5,455 participants); asset peers above are excluded.
- Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan (CA) 5,470 · 15 off
- Excavators Union Local 731 Annuity Fund (NY) 5,574 · 119 off
- Cement Masons Southern California Individual Retirement Account Defined Contribution Trust (CA) 5,280 · 175 off
- Virginia Mason Medical Center Retirement Plan (WA) 5,662 · 207 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.