Other · DOL Form 5500 · 2023

Board of Trustees-Boilermakers Local Lodge No. 5 Annuity Fund Retirement Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
583
Participants Below avg headcount
86th
Percentile by assets National rank
$90,633
Avg per participant Below avg balance/head
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Official DOL plan name: Boilermakers Local Lodge No. 5 Annuity Fund · Sponsored by Board of Trustees-Boilermakers Local Lodge No. 5 Annuity Fund · New York · Finance & Insurance

$53M in assets, 583 participants

Board of Trustees-Boilermakers Local Lodge No. 5 Annuity Fund's Boilermakers Local Lodge No. 5 Annuity Fund reported $53M in total assets and 583 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,966 in Finance & Insurance (8,869 peers)

Where Boilermakers Local Lodge No. 5 Annuity Fund sits by assets

Boilermakers Local Lodge No. 5 Annuity Fund sits in the top quartile of all filed plans by assets, $53M for 583 participants (~$90,633/participant), up 13.3% in 2023.

#6,966
in Finance & Insurance (8,869 peers)
+13.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Boilermakers Local Lodge No. 5 Annuity Fund's outsized position by total assets

Boilermakers Local Lodge No. 5 Annuity Fund vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$52,839,038 Top 14% higher than 86% of 127,068 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 2023

Boilermakers Local Lodge No. 5 Annuity Fund among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Boilermakers Local Lodge No. 5 Annuity Fund sits mid-pack in the medium band (583 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Boilermakers Local Lodge No. 5 Annuity Fund reported net income rose from -$8M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Boilermakers Local Lodge No. 5 Annuity Fund end-of-year assets rose from $47M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Boilermakers Local Lodge No. 5 Annuity Fund reported participants rose from 568 in the plan year 2022 filing to 583 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 516129775 · Board of Trustees-Boilermakers Local Lodge No. 5 Annuity Fund PY 2023 · Other

Boilermakers Local Lodge No. 5 Annuity Fund · $53M · 583 · 86th

  • EBSA $53M
  • EBSA 583
  • EBSA 86th
  • EBSA Other
  • EBSA near Miami Country Day School Retirement Plan
  • EBSA ind #6966

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 Finance & Insurance retirement plans → · Plans in New York →

Boilermakers Local Lodge No. 5 Annuity Fund in the asset neighbourhood

Mississippi Methodist Hospital and Rehabilitation Center Retirement PlanMississippi Methodist Hospit…$53MBoilermakers Local Lodge No. 5 Annuity FundBoilermakers Local Lodge No.…$53MMiami Country Day School Retirement PlanMiami Country Day School Ret…$53MCharles R. Drew University Defined Contribution PlanCharles R. Drew University D…$53MDexter Southfield, Inc. Defined Contribution Retirement PlanDexter Southfield, Inc. Defi…$53M
End-of-year total assets ($M) among Boilermakers Local Lodge No. 5 Annuity Fund and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$53M
Net Income$6M
Employer EIN516129775
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees-Boilermakers Local Lodge No. 5 Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees-Boilermakers Local Lodge No. 5 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$54M 15.794540119381676% vs 2022
2024 filing year
$45M$50M$55M 202220232024 $46.7M $54M ▲ +15.8%
Year Plans Participants Total Assets
2022 1 568 $47M
2023 1 583 $53M
2024 1 566 $54M

Nearby Other Plans in New York

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

Boilermakers Local Lodge No. 5 Annuity Fund vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Boilermakers Local Lodge No. 5 Annuity Fund, Total assets ($B): 0.052839038 · Participants: 583Boilermakers Local Lodge No. 5 Annuity FundNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Boilermakers Local Lodge No. 5 Annuity Fund vs. nearby Other plans in New York, assets vs. participants
Compare Boilermakers Local Lodge No. 5 Annuity Fund side-by-side with 3 peers →

Boilermakers Local Lodge No. 5 Annuity Fund's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Miami Country Day School Retirement Plan in FL ($53M); by covered participants it is Great Lakes Bay Health Centers 403(b) Plan in MI (583 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (583 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Boilermakers Local Lodge No. 5 Annuity Fund assets move in 2023? ▼
Boilermakers Local Lodge No. 5 Annuity Fund grew at a solid clip - up 13.3% during 2023, from $47M to $53M. Reported net income was $6M.
How have Board of Trustees-Boilermakers Local Lodge No. 5 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees-Boilermakers Local Lodge No. 5 Annuity Fund's sponsor-wide assets grew 15.8%, from $47M to $54M.
Where does Boilermakers Local Lodge No. 5 Annuity Fund rank by assets among Form 5500 filers? ▼
Boilermakers Local Lodge No. 5 Annuity Fund ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Boilermakers Local Lodge No. 5 Annuity Fund? ▼
Among Other plans in other states, the closest by assets is Miami Country Day School Retirement Plan in FL ($53M, 370 participants).
Which Other plans cover a similar participant headcount to Boilermakers Local Lodge No. 5 Annuity Fund? ▼
Among Other plans in other states, the closest by covered participants is Great Lakes Bay Health Centers 403(b) Plan in MI (583 participants, $43M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 516129775.

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.