401(k) · DOL Form 5500 · 2023

Board of Trustees Local 812 Annuity Fund 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
2,285
Participants Above avg headcount
74th
Percentile by assets National rank
$9,497
Avg per participant Low balance/head
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Official DOL plan name: Local 812 Annuity Fund · Sponsored by Board of Trustees Local 812 Annuity Fund · New York · Wholesale Trade

$22M in assets, 2,285 participants

Board of Trustees Local 812 Annuity Fund's Local 812 Annuity Fund reported $22M in total assets and 2,285 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,501 in Wholesale Trade (6,309 peers)

Coverage in New York

Local 812 Annuity Fund covers 2,285 participants in New York, 2.9x the typical New York plan (state average ~798 per filing). Assets: $22M.

#4,501
in Wholesale Trade (6,309 peers)
+98.5%
assets growth YoY

Local 812 Annuity Fund's outsized position by total assets

Local 812 Annuity Fund vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$21,701,638 Top 26% higher than 74% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Local 812 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. Local 812 Annuity Fund lands in the large band (2,285 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local 812 Annuity Fund reported participants rose from N/A in the plan year 2022 filing to 2,285 in the plan year 2023 filing.
  • Local 812 Annuity Fund end-of-year assets rose from $11M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Local 812 Annuity Fund reported net income fell from $11M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 874819968 · Board of Trustees Local 812 Annuity Fund PY 2023 · 401(k)

Local 812 Annuity Fund · $22M · 2,285 · 74th

  • TYPE $22M
  • TYPE 2,285
  • TYPE 74th
  • TYPE 401(k)
  • TYPE near Converged Security Solutions, LLC 401(k) Plan
  • TYPE ind #4501

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 Wholesale Trade retirement plans → · Plans in New York →

Local 812 Annuity Fund in the asset neighbourhood

Websterrogers LLP 401(k) Plan & TrustWebsterrogers LLP 401(k) Pla…$22MLocal 812 Annuity Fund$22MConverged Security Solutions, LLC 401(k) PlanConverged Security Solutions…$22MLabcon, North America 401(k) PlanLabcon, North America 401(k)…$22MMalteurop North America Inc. 401(k) Savings PlanMalteurop North America Inc.…$22M
End-of-year total assets ($M) among Local 812 Annuity Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$22M
Net Income$11M
Employer EIN874819968
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Local 812 Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees Local 812 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$34M 213.96854996767013% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $10.9M $34.3M ▲ +214.1%
Year Plans Participants Total Assets
2022 1 N/A $11M
2023 1 2,285 $22M
2024 1 2,289 $34M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Local 812 Annuity Fund vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Local 812 Annuity Fund, Total assets ($B): 0.021701638 · Participants: 2285Local 812 Annuity FundIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Local 812 Annuity Fund vs. nearby 401(k) plans in New York, assets vs. participants
Compare Local 812 Annuity Fund side-by-side with 3 peers →

Local 812 Annuity Fund's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Converged Security Solutions, LLC 401(k) Plan in VA ($22M); by covered participants it is Church & Dwight Co. , Inc. Savings and Profit Sharing Plan for Hourly Employees in NJ (2,284 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,285 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.

Frequently Asked Questions

How did Local 812 Annuity Fund assets move in 2023? ▼
Local 812 Annuity Fund surged - up 98.5% during 2023, from $11M to $22M. Reported net income was $11M.
How have Board of Trustees Local 812 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Local 812 Annuity Fund's sponsor-wide assets grew 214.0%, from $11M to $34M.
Which 401(k) plans are similar in size to Local 812 Annuity Fund? ▼
Among 401(k) plans in other states, the closest by assets is Converged Security Solutions, LLC 401(k) Plan in VA ($22M, 216 participants).
Which 401(k) plans cover a similar participant headcount to Local 812 Annuity Fund? ▼
Among 401(k) plans in other states, the closest by covered participants is Church & Dwight Co. , Inc. Savings and Profit Sharing Plan for Hourly Employees in NJ (2,284 participants, $251M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 874819968.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.