Money Purchase · DOL Form 5500 · 2023
Board of Trustees - Annuity Fund Local 764 Money Purchase Plan
Data updated 2026-08-25
- $165M
- Total assets Near avg plan size
- 1,929
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $85,599
- Avg per participant Below avg balance/head
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.
- #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.
- #8,027
- in Finance & Insurance (8,869 peers)
- +10.3%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Annuity Fund of Wardrobe Attendants Union Local 764's outsized position by total assets
Annuity Fund of Wardrobe Attendants Union Local 764 vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$165,119,807 Top 6% higher than 94% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Annuity Fund of Wardrobe Attendants Union Local 764's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Annuity Fund of Wardrobe Attendants Union Local 764 lands in the large band (1,929 participants).
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.
Published 5500 schedule card
Filing strip 133720229 · Board of Trustees - Annuity Fund Local 764 PY 2023 · Money Purchase
Annuity Fund of Wardrobe Attendants Union Local 764 · $165M · 1,929 · 94th
- ASSETS $165M
- ASSETS 1,929
- ASSETS 94th
- ASSETS Money Purchase
- ASSETS near Hawaii Annuity Trust Fund for Operating Engineers
- ASSETS ind #8027
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 →
Annuity Fund of Wardrobe Attendants Union Local 764 in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees - Annuity Fund Local 764 plans reported in each filing year
- Latest sponsor-wide plan assets
- $177M 18.515735104841387% vs 2022
- 2024 filing year
| 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.
- 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
Annuity Fund of Wardrobe Attendants Union Local 764's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Hawaii Annuity Trust Fund for Operating Engineers in CA ($165M); by covered participants it is Bergelectric Corporation Money Purchase Pension Plan in CA (1,913 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($165M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,929 participants); asset peers above are excluded.
- Bergelectric Corporation Money Purchase Pension Plan (CA) 1,913 · 16 off
- Thrivent Capital Accumulation Plan (MN) 1,896 · 33 off
- East Bay Restaurant & Tavern Retirement Plan (CA) 1,879 · 50 off
- Electricians Local Union No. 606 Pension-Annuity Fund (TN) 1,863 · 66 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.