Money Purchase · DOL Form 5500 · 2023
Excavators Union Local 731 Annuity Board of Trustees Money Purchase Plan
Data updated 2026-08-25
- $848M
- Total assets Above avg plan size
- 5,582
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $151,931
- Avg per participant Above avg balance/head
Official DOL plan name: Excavators Union Local 731 Annuity Fund · Sponsored by Excavators Union Local 731 Annuity Board of Trustees · New York · Finance & Insurance
$848M in assets, 5,582 participants
Excavators Union Local 731 Annuity Board of Trustees's Excavators Union Local 731 Annuity Fund reported $848M in total assets and 5,582 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #8,609 in Finance & Insurance (8,869 peers)
Coverage in New York
Excavators Union Local 731 Annuity Fund covers 5,582 participants in New York, 7.0x the typical New York plan (state average ~798 per filing). Assets: $848M.
- #8,609
- in Finance & Insurance (8,869 peers)
- +10.1%
- assets growth YoY
- 8.5×
- vs typical plan assets (national mean)
Excavators Union Local 731 Annuity Fund's outsized position by total assets
Excavators Union Local 731 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$848,081,388 Top 2% higher than 98% 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
Excavators Union Local 731 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. Excavators Union Local 731 Annuity Fund lands in the large band (5,582 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Excavators Union Local 731 Annuity Fund reported net income rose from -$75M in the plan year 2022 filing to $77M in the plan year 2023 filing.
- Excavators Union Local 731 Annuity Fund end-of-year assets rose from $770M in the plan year 2022 filing to $848M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 510136348 · Excavators Union Local 731 Annuity Board of Trustees PY 2023 · Money Purchase
Excavators Union Local 731 Annuity Fund · $848M · 5,582 · 98th
- VS-ST $848M
- VS-ST 5,582
- VS-ST 98th
- VS-ST Money Purchase
- VS-ST near Massachusetts Financial Services Company Defined Contribution Plan
- VS-ST ind #8609
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 →
Excavators Union Local 731 Annuity Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $770M |
|---|---|
| Net Assets (End of Year) | $848M |
| Net Income | $77M |
| Employer EIN | 510136348 |
| Plan Effective Date | 1972-07-07 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Excavators Union Local 731 Annuity Board of Trustees)
Sponsor-wide plan assets over time
All Excavators Union Local 731 Annuity Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $953M 23.768501561556246% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,574 | $770M |
| 2023 | 1 | 5,582 | $848M |
| 2024 | 1 | 6,236 | $953M |
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
Scale composition for Excavators Union Local 731 Annuity Fund
Excavators Union Local 731 Annuity Fund reports $848M in end-of-year assets across 5,582 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $151,931 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2023 was $77M.
This plan identity (EIN 510136348, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $770M to $953M (+23.8%) while covered participants moved from 5,574 to 6,236 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,574 | $770M | Open filing |
| 2023 | 5,582 | $848M | This page |
| 2024 · index core | 6,236 | $953M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Excavators Union Local 731 Annuity Fund (Money Purchase, $953M, 6,236 participants)
Excavators Union Local 731 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Massachusetts Financial Services Company Defined Contribution Plan in MA ($839M); by covered participants it is Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan in CA (5,550 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($848M here).
- Massachusetts Financial Services Company Defined Contribution Plan (MA) $839M · 1,683
- William Marsh Rice University Defined Contribution Retirement Plan (TX) $831M · 6,776
- 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff (NH) $820M · 3,918
- Central Pennsylvania Teamsters Retirement Income Plan 1987 (PA) $877M · 3,684
Similar participant headcount
Nearest other-state filings by covered participants (5,582 participants); asset peers above are excluded.
- Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan (CA) 5,550 · 32 off
- Virginia Mason Medical Center Retirement Plan (WA) 5,542 · 40 off
- Cement Masons Southern California Individual Retirement Account Defined Contribution Trust (CA) 5,435 · 147 off
- Unite Here! Local 54 Severance Fund (NJ) 5,731 · 149 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.