Money Purchase · DOL Form 5500 · 2023
Board of Trustees Local 804 Annuity Fund Money Purchase Plan
Data updated 2026-08-11
- $86M
- Total assets
- 5,690
- Participants
- 90th
- Percentile by assets
- $15,094
- Avg per participant
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.
- 90th percentile by assets (of 127,072 plans)
- #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.
- $86M
- total plan assets (2023 EOY)
- 5,690
- covered participants
- 90th
- percentile by assets (of 127,072 plans)
- $15,094
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Local 804 Annuity Fund reports 5,690 participants - 7.1x that state average ($86M EOY assets).
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)
| 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.
Local 804 Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants
- 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)
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Local 804 Annuity Fund by total assets, not by location.
Frequently Asked Questions
How did Local 804 Annuity Fund assets move in 2023? ▼
How have Board of Trustees Local 804 Annuity Fund plan assets changed over time? ▼
Where does Local 804 Annuity Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Local 804 Annuity Fund? ▼
Next read for Local 804 Annuity Fund
Filing takeaways
Ways to act on Local 804 Annuity Fund's numbers.
- By total assets, Local 804 Annuity Fund ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Board of Trustees Local 804 Annuity Fund's sponsor-wide assets have grown 15.1% since 2022 across 3 plan years on file. More Transportation & Warehousing plans