Money Purchase · DOL Form 5500 · 2023
Board of Trustees Rochester Laborers Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $69M
- Total assets Below avg plan size
- 1,203
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $57,623
- Avg per participant Low balance/head
Official DOL plan name: Rochester Laborers Annuity Fund · Sponsored by Board of Trustees Rochester Laborers Annuity Fund · New York · Construction
$69M in assets, 1,203 participants
Board of Trustees Rochester Laborers Annuity Fund's Rochester Laborers Annuity Fund reported $69M in total assets and 1,203 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #7,806 in Construction (9,030 peers)
Where Rochester Laborers Annuity Fund sits by assets
Rochester Laborers Annuity Fund sits in the top quartile of all filed plans by assets, $69M for 1,203 participants (~$57,623/participant), up 7.0% in 2023.
- #7,806
- in Construction (9,030 peers)
- +7.0%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Rochester Laborers Annuity Fund's outsized position by total assets
Rochester Laborers Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$69,320,268 Top 11% higher than 89% 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
Rochester Laborers Annuity Fund'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. Rochester Laborers Annuity Fund lands in the large band (1,203 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rochester Laborers Annuity Fund reported net income rose from -$9M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Rochester Laborers Annuity Fund reported participants fell from 1,686 in the plan year 2022 filing to 1,203 in the plan year 2023 filing.
- Rochester Laborers Annuity Fund end-of-year assets rose from $65M in the plan year 2022 filing to $69M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 161253138 · Board of Trustees Rochester Laborers Annuity Fund PY 2023 · Money Purchase
Rochester Laborers Annuity Fund · $69M · 1,203 · 89th
- NET $69M
- BOOK 1,203
- VS-ST 89th
- BOY Money Purchase
- SCH near Plumbers & Pipefitters Local 152 Retirement Annuit
- EBSA ind #7806
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 Construction retirement plans → · Plans in New York →
Rochester Laborers Annuity Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $65M |
|---|---|
| Net Assets (End of Year) | $69M |
| Net Income | $4M |
| Employer EIN | 161253138 |
| Plan Effective Date | 1985-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Rochester Laborers Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees Rochester Laborers Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $74M 13.978017794498482% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,686 | $65M |
| 2023 | 1 | 1,203 | $69M |
| 2024 | 1 | 1,583 | $74M |
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
Rochester Laborers Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Plumbers & Pipefitters Local 152 Retirement Annuit in WV ($69M); by covered participants it is Union Hospital Money Purchase Retirement Plan in OH (1,200 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($69M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,203 participants); asset peers above are excluded.
- Union Hospital Money Purchase Retirement Plan (OH) 1,200 · 3 off
- International Association of Heat and Frost Insulators Local 17 Annuity Fund (IL) 1,187 · 16 off
- United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund (NJ) 1,180 · 23 off
- Pension Plan of Subaru of America, Inc. (NJ) 1,227 · 24 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.