401(k) · DOL Form 5500 · 2023
U.a. Local 13 Annuity Fund 401(k) Plan
Data updated 2026-08-11
- $181M
- Total assets
- 1,030
- Participants
- 94th
- Percentile by assets
- $176,034
- Avg per participant
Official DOL plan name: U.a. Local 13 Annuity Fund · Sponsored by U.a. Local 13 Annuity Fund · New York · Construction
$181M in assets, 1,030 participants
U.a. Local 13 Annuity Fund's U.a. Local 13 Annuity Fund reported $181M in total assets and 1,030 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 127,072 plans)
- #8,408 in Construction (9,030 peers)
Where U.a. Local 13 Annuity Fund sits by assets
U.a. Local 13 Annuity Fund sits in the top 10% of all filed plans by assets, $181M for 1,030 participants (~$176,034/participant), up 13.5% in 2023.
- $181M
- total plan assets (2023 EOY)
- 1,030
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $176,034
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- U.a. Local 13 Annuity Fund reported net income rose from -$27M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- U.a. Local 13 Annuity Fund end-of-year assets rose from $160M in the plan year 2022 filing to $181M in the plan year 2023 filing.
- U.a. Local 13 Annuity Fund reported participants rose from 1,012 in the plan year 2022 filing to 1,030 in the plan year 2023 filing.
U.a. Local 13 Annuity Fund vs the 2023 asset distribution
By assets, U.a. Local 13 Annuity Fund outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $160M |
|---|---|
| Net Assets (End of Year) | $181M |
| Net Income | $22M |
| Employer EIN | 521041321 |
| Plan Effective Date | 1974-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (U.a. Local 13 Annuity Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,012 | $160M |
| 2023 | 1 | 1,030 | $181M |
| 2024 | 1 | 1,050 | $201M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
U.a. Local 13 Annuity Fund vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to U.a. Local 13 Annuity Fund by total assets, not by location.
- Sims Group USA Holdings Corp 401(k) Plan (IL) $181M · 1,725
- Topcon America Corporation 401(k) Plan (NJ) $181M · 1,188
- Safran Cabin Inc. 401(k) Savings Plan (CA) $181M · 2,189
- Sp+ 401(k) Savings Plan (IL) $181M · 12,571
Frequently Asked Questions
How did U.a. Local 13 Annuity Fund assets move in 2023? ▼
How have U.a. Local 13 Annuity Fund plan assets changed over time? ▼
Where does U.a. Local 13 Annuity Fund rank by assets among Form 5500 filers? ▼
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Next read for U.a. Local 13 Annuity Fund
Scale reading
Ways to act on U.a. Local 13 Annuity Fund's numbers.
- By total assets, U.a. Local 13 Annuity Fund ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- U.a. Local 13 Annuity Fund's sponsor-wide assets have grown 26.1% since 2022 across 3 plan years on file. More Construction plans