Money Purchase · DOL Form 5500 · 2023
Board of Trustees Local 804 Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $86M
- Total assets Below avg plan size
- 5,690
- Participants Above avg headcount
- 90th
- Percentile by assets National rank
- $15,094
- Avg per participant Low balance/head
Official DOL plan name: Local 804 Annuity Fund · Sponsored by Board of Trustees Local 804 Annuity Fund · New York · Transportation & Warehousing
$86M in assets, 5,690 participants
Board of Trustees Local 804 Annuity Fund's Local 804 Annuity Fund reported $86M in total assets and 5,690 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #2,952 in Transportation & Warehousing (3,362 peers)
Coverage in New York
Local 804 Annuity Fund covers 5,690 participants in New York, 7.1x the typical New York plan (state average ~798 per filing). Assets: $86M.
- #2,952
- in Transportation & Warehousing (3,362 peers)
- +8.7%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Local 804 Annuity Fund's outsized position by total assets
Local 804 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$85,885,453 Top 10% higher than 90% 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
Local 804 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 804 Annuity Fund lands in the large band (5,690 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Local 804 Annuity Fund reported net income rose from -$16M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Local 804 Annuity Fund end-of-year assets rose from $79M in the plan year 2022 filing to $86M in the plan year 2023 filing.
- Local 804 Annuity Fund reported participants fell from 5,730 in the plan year 2022 filing to 5,690 in the plan year 2023 filing.
DOL schedule card
Filing strip 112506358 · Board of Trustees Local 804 Annuity Fund PY 2023 · Money Purchase
Local 804 Annuity Fund · $86M · 5,690 · 90th
- SCH $86M
- SCH 5,690
- SCH 90th
- SCH Money Purchase
- SCH near Shopmen's Iron Workers Retirement Fund of Southern California
- SCH ind #2952
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 Transportation & Warehousing retirement plans → · Plans in New York →
Local 804 Annuity Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $79M |
|---|---|
| Net Assets (End of Year) | $86M |
| Net Income | $7M |
| Employer EIN | 112506358 |
| Plan Effective Date | 1979-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Local 804 Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees Local 804 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $91M 15.11097228826245% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,730 | $79M |
| 2023 | 1 | 5,690 | $86M |
| 2024 | 1 | 5,428 | $91M |
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 Local 804 Annuity Fund
Local 804 Annuity Fund reports $86M in end-of-year assets across 5,690 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $15,094 per participant (11% of the national average assets-per-participant) . Net income for plan year 2023 was $7M.
This plan identity (EIN 112506358, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $79M to $91M (+15.1%) while covered participants moved from 5,730 to 5,428 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,730 | $79M | Open filing |
| 2023 | 5,690 | $86M | This page |
| 2024 · index core | 5,428 | $91M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Local 804 Annuity Fund (Money Purchase, $91M, 5,428 participants)
Local 804 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Shopmen's Iron Workers Retirement Fund of Southern California in CA ($86M); by covered participants it is Unite Here! Local 54 Severance Fund in NJ (5,731 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($86M here).
Similar participant headcount
Nearest other-state filings by covered participants (5,690 participants); asset peers above are excluded.
- Unite Here! Local 54 Severance Fund (NJ) 5,731 · 41 off
- Carolina Electrical Workers Retirement Fund (UT) 5,806 · 116 off
- Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan (CA) 5,550 · 140 off
- Virginia Mason Medical Center Retirement Plan (WA) 5,542 · 148 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.