Money Purchase · DOL Form 5500 · 2022
Local 68 Engineers Union Annuity Fund Board of Trustees Money Purchase Plan
Data updated 2026-08-06
- $871M
- Total assets
- 5,455
- Participants
- 99th
- Percentile by assets
- $159,712
- Avg per participant
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.
- 99th percentile by assets (of 139,258 plans)
- #4,910 in Administrative & Support Services (4,929 peers)
Coverage in New Jersey
Local 68 Engineers Union Annuity Plan covers 5,455 participants in New Jersey, 6.3x the typical New Jersey plan (state average ~865 per filing). Assets: $871M.
- $871M
- total plan assets (2022 EOY)
- 5,455
- covered participants
- 99th
- percentile by assets (of 139,258 plans)
- $159,712
- avg assets per participant
Participants vs New Jersey filers
In New Jersey, the average filing covers about 865 participants across 3,927 plans. Local 68 Engineers Union Annuity Plan reports 5,455 participants - 6.3x that state average ($871M EOY assets).
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)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,455 | $871M |
| 2023 | 1 | 5,196 | $919M |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Local 68 Engineers Union Annuity Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Local 68 Engineers Union Annuity Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Local 68 Engineers Union Annuity Plan assets move in 2022? ▼
How have Local 68 Engineers Union Annuity Fund Board of Trustees plan assets changed over time? ▼
Where does Local 68 Engineers Union Annuity Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Local 68 Engineers Union Annuity Plan? ▼
Next read for Local 68 Engineers Union Annuity Plan
Filing takeaways
Ways to act on Local 68 Engineers Union Annuity Plan's numbers.
- By total assets, Local 68 Engineers Union Annuity Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New Jersey. Compare plans
- Local 68 Engineers Union Annuity Fund Board of Trustees's sponsor-wide assets have grown 5.5% since 2022 across 2 plan years on file. More Administrative & Support Services plans