Money Purchase · DOL Form 5500 · 2023
Local 670 Annuity Fund Joint Board of Trustees Money Purchase Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 1,377
- Participants Near avg headcount
- 77th
- Percentile by assets National rank
- $18,619
- Avg per participant Low balance/head
Official DOL plan name: Local 670 Annuity Fund · Sponsored by Local 670 Annuity Fund Joint Board of Trustees · New York · Finance & Insurance
$26M in assets, 1,377 participants
Local 670 Annuity Fund Joint Board of Trustees's Local 670 Annuity Fund reported $26M in total assets and 1,377 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- #5,751 in Finance & Insurance (8,869 peers)
Where Local 670 Annuity Fund sits by assets
Local 670 Annuity Fund sits in the top quartile of all filed plans by assets, $26M for 1,377 participants (~$18,619/participant), up 13.5% in 2023.
- #5,751
- in Finance & Insurance (8,869 peers)
- +13.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Local 670 Annuity Fund's outsized position by total assets
Local 670 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$25,638,409 Top 23% higher than 77% 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 670 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 670 Annuity Fund lands in the large band (1,377 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Local 670 Annuity Fund reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Local 670 Annuity Fund end-of-year assets rose from $23M in the plan year 2022 filing to $26M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 136915739 · Local 670 Annuity Fund Joint Board of Trustees PY 2023 · Money Purchase
Local 670 Annuity Fund · $26M · 1,377 · 77th
- PART $26M
- PART 1,377
- PART 77th
- PART Money Purchase
- PART near The Pga of America Employees Retirement Plan (a Money Purchase Plan)
- PART ind #5751
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 Finance & Insurance retirement plans → · Plans in New York →
Local 670 Annuity Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $3M |
| Employer EIN | 136915739 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Local 670 Annuity Fund Joint Board of Trustees)
Sponsor-wide plan assets over time
All Local 670 Annuity Fund Joint Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 24.097544835199123% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,381 | $23M |
| 2023 | 1 | 1,377 | $26M |
| 2024 | 1 | 1,341 | $28M |
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
Local 670 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is The Pga of America Employees Retirement Plan (a Money Purchase Plan) in TX ($26M); by covered participants it is Pipe Fitters Local Union No. 120 Annuity Fund in OH (1,373 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- The Pga of America Employees Retirement Plan (a Money Purchase Plan) (TX) $26M · 492
- International Association of Heat and Frost Insulators & Allied Workers Local #3 Pension Plan (OH) $26M · 192
- Community Action Partnership of Kern 401(a) Plan (CA) $26M · 742
- Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan (PA) $25M · 556
Similar participant headcount
Nearest other-state filings by covered participants (1,377 participants); asset peers above are excluded.
- Pipe Fitters Local Union No. 120 Annuity Fund (OH) 1,373 · 4 off
- Aura, Inc. Money Purchase Pension Plan and Trust (DC) 1,394 · 17 off
- Fhi 360 Employees' Pension Plan (NC) 1,409 · 32 off
- Faith Regional Health Services Employees Retirement Plan (NE) 1,409 · 32 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.