Money Purchase · DOL Form 5500 · 2023
Board of Trustees Rhode Island Laborers Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $227M
- Total assets Near avg plan size
- 9,169
- Participants Very large workforce
- 95th
- Percentile by assets National rank
- $24,733
- Avg per participant Low balance/head
Official DOL plan name: Rhode Island Laborers Annuity Fund · Sponsored by Board of Trustees Rhode Island Laborers Annuity Fund · Rhode Island · Construction
$227M in assets, 9,169 participants
Board of Trustees Rhode Island Laborers Annuity Fund's Rhode Island Laborers Annuity Fund reported $227M in total assets and 9,169 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #8,515 in Construction (9,030 peers)
Coverage in Rhode Island
Rhode Island Laborers Annuity Fund covers 9,169 participants in Rhode Island, 6.3x the typical Rhode Island plan (state average ~1,449 per filing). Assets: $227M.
- #8,515
- in Construction (9,030 peers)
- +16.0%
- assets growth YoY
- 2.3×
- vs typical plan assets (national mean)
Rhode Island Laborers Annuity Fund's outsized position by total assets
Rhode Island Laborers Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$226,775,912 Top 5% higher than 95% 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
Rhode Island 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. Rhode Island Laborers Annuity Fund lands in the large band (9,169 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rhode Island Laborers Annuity Fund reported net income rose from -$17M in the plan year 2022 filing to $32M in the plan year 2023 filing.
- Rhode Island Laborers Annuity Fund end-of-year assets rose from $195M in the plan year 2022 filing to $227M in the plan year 2023 filing.
- Rhode Island Laborers Annuity Fund reported participants rose from 8,566 in the plan year 2022 filing to 9,169 in the plan year 2023 filing.
DOL schedule card
Filing strip 050417267 · Board of Trustees Rhode Island Laborers Annuity Fund PY 2023 · Money Purchase
Rhode Island Laborers Annuity Fund · $227M · 9,169 · 95th
- BOY $227M
- SCH 9,169
- EBSA 95th
- PART Money Purchase
- TYPE near Pamcah-Ua Local 675 Annuity Plan
- NET ind #8515
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 Rhode Island →
Rhode Island Laborers Annuity Fund in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $195M |
|---|---|
| Net Assets (End of Year) | $226M |
| Net Income | $32M |
| Employer EIN | 050417267 |
| Plan Effective Date | 1985-06-03 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Rhode Island Laborers Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees Rhode Island Laborers Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $255M 30.25946947797115% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8,566 | $195M |
| 2023 | 1 | 9,169 | $227M |
| 2024 | 1 | 9,172 | $255M |
Nearby Money Purchase Plans in Rhode Island
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan $143M · 994
- Plumbers & Pipefitters Local Union #51 Annuity Plan $73M · 1,273
- American Mathematical Society Retirement Plan $59M · 171
- Rhode Island Sheet Metal Workers Local 17 Annuity Fund $21M · 202
- Blackstone Valley Community Health Care Retirement Plan $16M · 221
Scale composition for Rhode Island Laborers Annuity Fund
Rhode Island Laborers Annuity Fund reports $227M in end-of-year assets across 9,169 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $24,733 per participant (18% of the national average assets-per-participant) . Net income for plan year 2023 was $32M.
This plan identity (EIN 050417267, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $195M to $255M (+30.3%) while covered participants moved from 8,566 to 9,172 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,566 | $195M | Open filing |
| 2023 | 9,169 | $227M | This page |
| 2024 · index core | 9,172 | $255M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Rhode Island Laborers Annuity Fund (Money Purchase, $255M, 9,172 participants)
Rhode Island Laborers Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside Rhode Island, the nearest Money Purchase by assets is Pamcah-Ua Local 675 Annuity Plan in HI ($227M); by covered participants it is Employees Retirement Plan of Marshfield Clinic in WI (9,068 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($227M here).
- Pamcah-Ua Local 675 Annuity Plan (HI) $227M · 1,616
- P & M Holding Group, LLP & Affiliated Entities Pension Plan (MI) $226M · 1,081
- Children's University Medical Group Pension Plan (WA) $226M · 845
- Carnegie Institution of Washington Retirement Plan (DC) $225M · 555
Similar participant headcount
Nearest other-state filings by covered participants (9,169 participants); asset peers above are excluded.
- Employees Retirement Plan of Marshfield Clinic (WI) 9,068 · 101 off
- Alcon Retirement Plan (TX) 9,494 · 325 off
- South Central Annuity Fund (TX) 8,750 · 419 off
- New England Electrical Workers Money Purchase Plan and Trust (CT) 8,403 · 766 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.