MONEY PURCHASE RETIREMENT PLAN OF U.A. LOCAL 716

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 3, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

BOARD OF TRUSTEES OF THE MONEY PURCHASE RETIREMENT PLAN U.A. LOCAL

This Money Purchase plan holds $36M in total assets and serves 447 participants as of 2023. It is sponsored by BOARD OF TRUSTEES OF THE MONEY PURCHASE RETIREMENT PLAN U.A. LOCAL in Connecticut. The plan reported positive net income of $4M for the year.

Total Assets (2023)

$36M

Participants

447

State

Connecticut

Industry

Construction

What the Filing Says About MONEY PURCHASE RETIREMENT PLAN OF U.A. LOCAL 716

MONEY PURCHASE RETIREMENT PLAN OF U.A. LOCAL 716 is a Money Purchase retirement plan sponsored by BOARD OF TRUSTEES OF THE MONEY PURCHASE RETIREMENT PLAN U.A. LOCAL, headquartered in Connecticut. As of the 2023 Form 5500 filing, the plan reports $36M in total end-of-year assets and covers 447 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 010219039, and the plan has been effective since 1982-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $32M at the beginning of 2023 to $36M at year-end — a gain of 11.2%. Net assets (after liabilities) closed the year at $36M, with reported net income of $4M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$32M
Total Assets (End of Year)	$36M
Net Assets (End of Year)	$36M
Net Income	$4M
Plan Type	Money Purchase
Employer EIN	010219039
Plan Effective Date	1982-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (BOARD OF TRUSTEES OF THE MONEY PURCHASE RETIREMENT PLAN U.A. LOCAL)

Year	Plans	Participants	Total Assets
2022	1	460	$32M
2023	1	447	$36M
2024	1	340	$37M

Nearby Money Purchase Plans in Connecticut

Peer Money Purchase plans — same state, same plan type — ranked by total assets.

NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST $746M · 8,403
EQUINOR US HOLDINGS INC. MONEY PURCHASE PENSION PLAN $174M · 626
SOUTHERN CT IBEW ANNUITY PLAN $79M · 467
IBEW LOCAL NO. 223 DEFERRED INCOME PLAN $28M · 556
SWISHER INTERNATIONAL INC. DEFINED CONTRIBUTION PLAN FOR SALARIED EMPLOYEES $22M · 481

Compare MONEY PURCHASE RETIREMENT PLAN OF U.A. L… side-by-side with 3 peers →

Related Data

Guides

Related Data on Other Portals

Pension Fund Data

Public pension plan financial data — funding ratios, investment returns, and benefit structures. PlainPension.

Medicare Plan Data

Medicare Advantage and Part D plan costs, coverage, and star ratings for retirees. PlainMedicare.

Salary Data

BLS salary data for 831 occupations in Connecticut. WageDex.

Cost of Living Data

BEA Regional Price Parities for 387 metros — compare purchasing power for retirement planning. PlainCost.

Frequently Asked Questions

How much money is in the MONEY PURCHASE RETIREMENT PLAN OF U.A. LOCAL 716? ▼

As of the 2023 Form 5500 filing, MONEY PURCHASE RETIREMENT PLAN OF U.A. LOCAL 716 holds $36M in total assets with 447 participants. It is sponsored by BOARD OF TRUSTEES OF THE MONEY PURCHASE RETIREMENT PLAN U.A. LOCAL.

What type of plan is MONEY PURCHASE RETIREMENT PLAN OF U.A. LOCAL 716? ▼

MONEY PURCHASE RETIREMENT PLAN OF U.A. LOCAL 716 is a Money Purchase plan. It has been effective since 1982-01-01. The plan is filed with the U.S. Department of Labor under EIN 010219039.

Who sponsors the MONEY PURCHASE RETIREMENT PLAN OF U.A. LOCAL 716? ▼

MONEY PURCHASE RETIREMENT PLAN OF U.A. LOCAL 716 is sponsored by BOARD OF TRUSTEES OF THE MONEY PURCHASE RETIREMENT PLAN U.A. LOCAL, located in Connecticut. The sponsor's EIN is 010219039 and the plan operates in the Construction industry.

How did MONEY PURCHASE RETIREMENT PLAN OF U.A. LOCAL 716 perform in 2023? ▼

MONEY PURCHASE RETIREMENT PLAN OF U.A. LOCAL 716 grew by 11.2% during 2023, moving from $32M to $36M in total assets. Net income was $4M.

Where can I find official filings for MONEY PURCHASE RETIREMENT PLAN OF U.A. LOCAL 716? ▼

Official Form 5500 filings for MONEY PURCHASE RETIREMENT PLAN OF U.A. LOCAL 716 are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 010219039 or plan name at efast.dol.gov.

How does MONEY PURCHASE RETIREMENT PLAN OF U.A. LOCAL 716 compare to other plans? ▼

You can compare MONEY PURCHASE RETIREMENT PLAN OF U.A. LOCAL 716 against other Money Purchase plans on the plan type page, or view plans in Connecticut on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.