Money Purchase · DOL Form 5500 · 2023
Building Concrete Excavating Labor Bd of Trust Clerical Annuity Plan Money Purchase Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 33
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $77,254
- Avg per participant Below avg balance/head
Official DOL plan name: Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 · Sponsored by Building Concrete Excavating Labor Bd of Trust Clerical Annuity Plan · New York · Finance & Insurance
$3M in assets, 33 participants
Building Concrete Excavating Labor Bd of Trust Clerical Annuity Plan's Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 reported $3M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.
- #2,051 in Finance & Insurance (8,869 peers)
Building Concrete Excavating Labor Bd of Trust Clerical Annuity Plan multi-year trail
Building Concrete Excavating Labor Bd of Trust Clerical Annuity Plan's plans moved +16.0% in assets from 2022 to 2024; this filing shows Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 at $3M / 33 participants.
- #2,051
- in Finance & Insurance (8,869 peers)
- +10.5%
- assets growth YoY
Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 among the smaller filed plans by assets
Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,549,390 33rd percentile higher than 33% 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 Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 is a small filing (33 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 reported net income rose from -$566K in the plan year 2022 filing to $242K in the plan year 2023 filing.
- Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 516120480 · Building Concrete Excavating Labor Bd of Trust Clerical Annuity Plan PY 2023 · Money Purchase
Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 · $3M · 33 · 33rd
- EBSA $3M
- EBSA 33
- EBSA 33rd
- EBSA Money Purchase
- EBSA near Panama City Employers-Ala Local Number 1482 Money
- EBSA ind #2051
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 Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 in the asset neighbourhood
Building Concrete Excavating Labor Bd of Trust Clerical Annuity Plan multi-year asset trail
Sponsor-wide plan assets over time
All Building Concrete Excavating Labor Bd of Trust Clerical Annuity Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 16.03361814991847% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 33 | $2M |
| 2023 | 1 | 33 | $3M |
| 2024 | 1 | 32 | $3M |
Building Concrete Excavating Labor Bd of Trust Clerical Annuity Plan filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $242K |
| Employer EIN | 516120480 |
| Plan Effective Date | 1973-04-06 |
| Filing Status | FILING RECEIVED |
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 Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Panama City Employers-Ala Local Number 1482 Money in MS ($3M); by covered participants it is U.S. Trackworks, LLC Money Purchase Pension Plan in MI (33 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (33 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.