Money Purchase · DOL Form 5500 · 2023
Board of Trustees - Annuity Fund Local 764 Money Purchase Plan
Data updated 2026-08-11
- $165M
- Total assets
- 1,929
- Participants
- 94th
- Percentile by assets
- $85,599
- Avg per participant
Official DOL plan name: Annuity Fund of Wardrobe Attendants Union Local 764 · Sponsored by Board of Trustees - Annuity Fund Local 764 · New York · Finance & Insurance
$165M in assets, 1,929 participants
Board of Trustees - Annuity Fund Local 764's Annuity Fund of Wardrobe Attendants Union Local 764 reported $165M in total assets and 1,929 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)
- #8,027 in Finance & Insurance (8,869 peers)
Coverage in New York
Annuity Fund of Wardrobe Attendants Union Local 764 covers 1,929 participants in New York, 2.4x the typical New York plan (state average ~798 per filing). Assets: $165M.
- $165M
- total plan assets (2023 EOY)
- 1,929
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $85,599
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Annuity Fund of Wardrobe Attendants Union Local 764 reported net income rose from -$20M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Annuity Fund of Wardrobe Attendants Union Local 764 reported participants rose from 1,666 in the plan year 2022 filing to 1,929 in the plan year 2023 filing.
- Annuity Fund of Wardrobe Attendants Union Local 764 end-of-year assets rose from $150M in the plan year 2022 filing to $165M in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Annuity Fund of Wardrobe Attendants Union Local 764 reports 1,929 participants - 2.4x that state average ($165M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $150M |
|---|---|
| Net Assets (End of Year) | $165M |
| Net Income | $16M |
| Employer EIN | 133720229 |
| Plan Effective Date | 1980-12-19 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees - Annuity Fund Local 764)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,666 | $150M |
| 2023 | 1 | 1,929 | $165M |
| 2024 | 1 | 1,879 | $177M |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Annuity Fund of Wardrobe Attendants Union Local 764 vs. nearby Money Purchase plans in New York, assets vs. participants
- Tiaa Retirement Plan $5.3B · 12,501
- Young Men's Christian Association Retirement Fund Retirement Plan $3.7B · 43,490
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.0B · 15,163
- Brookhaven Science Associates, LLC Retirement Plan $1.4B · 2,473
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 4,998
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Annuity Fund of Wardrobe Attendants Union Local 764 by total assets, not by location.
- Hawaii Annuity Trust Fund for Operating Engineers (CA) $165M · 2,096
- Tile Industry Retirement Savings Trust Fund (CA) $166M · 2,014
- Sheet Metal Workers Local 91 Annuity Plan (IL) $164M · 674
- Pediatric Academic Association, Inc. Defined Contribution Plan (OH) $167M · 485
Frequently Asked Questions
How did Annuity Fund of Wardrobe Attendants Union Local 764 assets move in 2023? ▼
How have Board of Trustees - Annuity Fund Local 764 plan assets changed over time? ▼
Where does Annuity Fund of Wardrobe Attendants Union Local 764 rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Annuity Fund of Wardrobe Attendants Union Local 764? ▼
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Filing takeaways
Ways to act on Annuity Fund of Wardrobe Attendants Union Local 764's numbers.
- By total assets, Annuity Fund of Wardrobe Attendants Union Local 764 ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Board of Trustees - Annuity Fund Local 764's sponsor-wide assets have grown 18.5% since 2022 across 3 plan years on file. More Finance & Insurance plans