LOCAL 68 ENGINEERS UNION ANNUITY PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
LOCAL 68 ENGINEERS UNION ANNUITY FUND BOARD OF TRUSTEES
This Money Purchase plan holds $871M in total assets and serves 5,455 participants as of 2022. It is sponsored by LOCAL 68 ENGINEERS UNION ANNUITY FUND BOARD OF TRUSTEES in New Jersey. The plan reported positive net income of $17M for the year.
What the Filing Says About LOCAL 68 ENGINEERS UNION ANNUITY PLAN
LOCAL 68 ENGINEERS UNION ANNUITY PLAN is a Money Purchase retirement plan sponsored by LOCAL 68 ENGINEERS UNION ANNUITY FUND BOARD OF TRUSTEES, headquartered in New Jersey. As of the 2022 Form 5500 filing, the plan reports $871M in total end-of-year assets and covers 5,455 participants across the Administrative & Support Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 226289939, and the plan has been effective since 1976-05-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $861M at the beginning of 2022 to $871M at year-end — a gain of 1.2%. Net assets (after liabilities) closed the year at $871M, with reported net income of $17M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $861M |
| Total Assets (End of Year) | $871M |
| Net Assets (End of Year) | $871M |
| Net Income | $17M |
| Plan Type | Money Purchase |
| 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.
- NOVO NORDISK INC. MONEY PURCHASE PLAN $1.0B · 5,135
- LOCAL 68 ENGINEERS UNION ANNUITY PLAN $919M · 5,196
- NYSA-ILA MONEY PURCHASE PENSION FUND AND PLAN $787M · 4,634
- EDUCATIONAL TESTING SERVICE 401(A) RETIREMENT PLAN $577M · 3,310
- PLUMBERS & PIPEFITTERS LOCAL 9 SURETY PLAN $287M · 2,179
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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 226289939.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.