Money Purchase · DOL Form 5500 · 2023

Board of Trustees of the Money Purchase Retirement Plan U.a. Local Money Purchase Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
447
Participants Below avg headcount
82nd
Percentile by assets National rank
$80,683
Avg per participant Below avg balance/head
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Official DOL plan name: Money Purchase Retirement Plan of U.a. Local 716 · Sponsored by Board of Trustees of the Money Purchase Retirement Plan U.a. Local · Connecticut · Construction

$36M in assets, 447 participants

Board of Trustees of the Money Purchase Retirement Plan U.a. Local's Money Purchase Retirement Plan of U.a. Local 716 reported $36M in total assets and 447 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,230 in Construction (9,030 peers)

Where Money Purchase Retirement Plan of U.a. Local 716 sits by assets

Money Purchase Retirement Plan of U.a. Local 716 sits in the top quartile of all filed plans by assets, $36M for 447 participants (~$80,683/participant), up 11.2% in 2023.

#7,230
in Construction (9,030 peers)
+11.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Money Purchase Retirement Plan of U.a. Local 716's outsized position by total assets

Money Purchase Retirement Plan of U.a. Local 716 vs every filed plan by assets

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

$36,065,230 Top 18% higher than 82% 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

Money Purchase Retirement Plan of U.a. Local 716 among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Money Purchase Retirement Plan of U.a. Local 716 sits mid-pack in the medium band (447 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Money Purchase Retirement Plan of U.a. Local 716 reported net income rose from -$7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Money Purchase Retirement Plan of U.a. Local 716 end-of-year assets rose from $32M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Money Purchase Retirement Plan of U.a. Local 716 reported participants fell from 460 in the plan year 2022 filing to 447 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 010219039 · Board of Trustees of the Money Purchase Retirement Plan U.a. Local PY 2023 · Money Purchase

Money Purchase Retirement Plan of U.a. Local 716 · $36M · 447 · 82nd

  • SCH $36M
  • EBSA 447
  • PART 82nd
  • TYPE Money Purchase
  • NET near Credit Agricole Corporate and Investment Bank Money Purchase Pension Plan
  • BOOK ind #7230

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 Construction retirement plans → · Plans in Connecticut →

Money Purchase Retirement Plan of U.a. Local 716 in the asset neighbourhood

The Flying Tiger Line Inc. Variable Annuity Pension Plan for PilotsThe Flying Tiger Line Inc. V…$36MIatse Local 38 Pension Plan$36MMoney Purchase Retirement Plan of U.a. Local 716Money Purchase Retirement Pl…$36MCredit Agricole Corporate and Investment Bank Money Purchase Pension PlanCredit Agricole Corporate an…$36MCambridge University Press Retirement PlanCambridge University Press R…$36M
End-of-year total assets ($M) among Money Purchase Retirement Plan of U.a. Local 716 and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$36M
Net Income$4M
Employer EIN010219039
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Money Purchase Retirement Plan U.a. Local)

Sponsor-wide plan assets over time

All Board of Trustees of the Money Purchase Retirement Plan U.a. Local plans reported in each filing year

Latest sponsor-wide plan assets
$37M 13.824103039249833% vs 2022
2024 filing year
$30M$32M$34M$36M$38M 202220232024 $32.4M $36.9M ▲ +13.8%
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.

Money Purchase Retirement Plan of U.a. Local 716 vs. nearby Money Purchase plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -2000200400600800 Total assets ($M) Participants Money Purchase Retirement Plan of U.a. Local 716, Total assets ($M): 36.06523 · Participants: 447Money Purchase Retirement Plan of U.a. Local 716New England Electrical Workers Money Purchase Plan and Trust, Total assets ($M): 746.047151 · Participants: 8403New England Electrical Workers Money Purchase Plan and TrustEquinor US Holdings Inc. Money Purchase Pension Plan, Total assets ($M): 173.736211 · Participants: 626Equinor US Holdings Inc. Money Purchase Pension PlanSouthern Ct IBEW Annuity Plan, Total assets ($M): 78.724205 · Participants: 467Southern Ct IBEW Annuity PlanIBEW Local No. 223 Deferred Income Plan, Total assets ($M): 27.50459 · Participants: 556IBEW Local No. 223 Deferred Income PlanSwisher International Inc. Defined Contribution Plan for Salaried Employees, Total assets ($M): 22.176855 · Participants: 481Swisher International Inc. Defined Contribution Plan for Salaried Employees
Money Purchase Retirement Plan of U.a. Local 716 vs. nearby Money Purchase plans in Connecticut, assets vs. participants
Compare Money Purchase Retirement Plan of U.a. Local 716 side-by-side with 3 peers →

Money Purchase Retirement Plan of U.a. Local 716's out-of-state Money Purchase peers by assets and headcount

Outside Connecticut, the nearest Money Purchase by assets is Credit Agricole Corporate and Investment Bank Money Purchase Pension Plan in NY ($36M); by covered participants it is Elliott Money Purchase Pension Plan in FL (448 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (447 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 Money Purchase Retirement Plan of U.a. Local 716 assets move in 2023? ▼
Money Purchase Retirement Plan of U.a. Local 716 grew at a solid clip - up 11.2% during 2023, from $32M to $36M. Reported net income was $4M.
How have Board of Trustees of the Money Purchase Retirement Plan U.a. Local plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Money Purchase Retirement Plan U.a. Local's sponsor-wide assets grew 13.8%, from $32M to $37M.
Where does Money Purchase Retirement Plan of U.a. Local 716 rank by assets among Form 5500 filers? ▼
Money Purchase Retirement Plan of U.a. Local 716 ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Money Purchase Retirement Plan of U.a. Local 716? ▼
Among Money Purchase plans in other states, the closest by assets is Credit Agricole Corporate and Investment Bank Money Purchase Pension Plan in NY ($36M, 30 participants).
Which Money Purchase plans cover a similar participant headcount to Money Purchase Retirement Plan of U.a. Local 716? ▼
Among Money Purchase plans in other states, the closest by covered participants is Elliott Money Purchase Pension Plan in FL (448 participants, $389M 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 010219039.

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.