Money Purchase · DOL Form 5500 · 2023
Board of Trustees Local 713 Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 26,434
- Participants Very large workforce
- 79th
- Percentile by assets National rank
- $1,086
- Avg per participant Low balance/head
Official DOL plan name: International Brotherhood of Trade Unions Local 713 Annuity Fund · Sponsored by Board of Trustees Local 713 Annuity Fund · New York · Construction
$29M in assets, 26,434 participants
Board of Trustees Local 713 Annuity Fund's International Brotherhood of Trade Unions Local 713 Annuity Fund reported $29M in total assets and 26,434 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #6,950 in Construction (9,030 peers)
Coverage in New York
International Brotherhood of Trade Unions Local 713 Annuity Fund covers 26,434 participants in New York, 33x the typical New York plan (state average ~798 per filing). Assets: $29M.
- #6,950
- in Construction (9,030 peers)
- +25.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
International Brotherhood of Trade Unions Local 713 Annuity Fund's outsized position by total assets
International Brotherhood of Trade Unions Local 713 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$28,708,768 Top 21% higher than 79% 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
International Brotherhood of Trade Unions Local 713 Annuity Fund's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. International Brotherhood of Trade Unions Local 713 Annuity Fund is a mega filing (26,434 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- International Brotherhood of Trade Unions Local 713 Annuity Fund reported net income rose from -$2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- International Brotherhood of Trade Unions Local 713 Annuity Fund end-of-year assets rose from $23M in the plan year 2022 filing to $29M in the plan year 2023 filing.
- International Brotherhood of Trade Unions Local 713 Annuity Fund reported participants rose from 24,237 in the plan year 2022 filing to 26,434 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 261908711 · Board of Trustees Local 713 Annuity Fund PY 2023 · Money Purchase
International Brotherhood of Trade Unions Local 713 Annuity Fund · $29M · 26,434 · 79th
- PCT $29M
- PCT 26,434
- PCT 79th
- PCT Money Purchase
- PCT near Au Medical Associates Employees' Money Purchase Pension Plan
- PCT ind #6950
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 →
International Brotherhood of Trade Unions Local 713 Annuity Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $6M |
| Employer EIN | 261908711 |
| Plan Effective Date | 2008-02-06 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Local 713 Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees Local 713 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 47.75843325805101% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 24,237 | $23M |
| 2023 | 1 | 26,434 | $29M |
| 2024 | 1 | 25,523 | $34M |
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
International Brotherhood of Trade Unions Local 713 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Au Medical Associates Employees' Money Purchase Pension Plan in GA ($29M); by covered participants it is Southern California IBEW-NECA Defined Contribution Plan in CA (26,117 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
Similar participant headcount
Nearest other-state filings by covered participants (26,434 participants); asset peers above are excluded.
- Southern California IBEW-NECA Defined Contribution Plan (CA) 26,117 · 317 off
- Carpenters Annuity Trust Fund for Northern California (CA) 25,961 · 473 off
- International Brotherhood of Electrical Workers District No.9 Pension Plan (OR) 28,784 · 2,350 off
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan (CA) 23,168 · 3,266 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.