Money Purchase · DOL Form 5500 · 2023
Board of Trustees Local 338 Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $49M
- Total assets Below avg plan size
- 6,065
- Participants Above avg headcount
- 85th
- Percentile by assets National rank
- $8,116
- Avg per participant Low balance/head
Official DOL plan name: Local 338 Annuity Fund · Sponsored by Board of Trustees Local 338 Annuity Fund · New York · Retail Trade
$49M in assets, 6,065 participants
Board of Trustees Local 338 Annuity Fund's Local 338 Annuity Fund reported $49M in total assets and 6,065 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- #7,726 in Retail Trade (8,414 peers)
Coverage in New York
Local 338 Annuity Fund covers 6,065 participants in New York, 7.6x the typical New York plan (state average ~798 per filing). Assets: $49M.
- #7,726
- in Retail Trade (8,414 peers)
- +29.4%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Local 338 Annuity Fund's outsized position by total assets
Local 338 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$49,221,230 Top 15% higher than 85% 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 338 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 338 Annuity Fund lands in the large band (6,065 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Local 338 Annuity Fund reported net income rose from -$420K in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Local 338 Annuity Fund end-of-year assets rose from $38M in the plan year 2022 filing to $49M in the plan year 2023 filing.
- Local 338 Annuity Fund reported participants rose from 5,950 in the plan year 2022 filing to 6,065 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 271596066 · Board of Trustees Local 338 Annuity Fund PY 2023 · Money Purchase
Local 338 Annuity Fund · $49M · 6,065 · 85th
- EOY $49M
- EOY 6,065
- EOY 85th
- EOY Money Purchase
- EOY near Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan
- EOY ind #7726
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 Retail Trade retirement plans → · Plans in New York →
Local 338 Annuity Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $49M |
| Net Income | $12M |
| Employer EIN | 271596066 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Local 338 Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees Local 338 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $61M 60.20411317199697% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,950 | $38M |
| 2023 | 1 | 6,065 | $49M |
| 2024 | 1 | 6,724 | $61M |
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 338 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan in WI ($49M); by covered participants it is Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg in CA (6,073 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($49M here).
Similar participant headcount
Nearest other-state filings by covered participants (6,065 participants); asset peers above are excluded.
- Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg (CA) 6,073 · 8 off
- Tufts University Basic Retirement Plan (MA) 6,037 · 28 off
- Florida Ubc Supplemental Pension Plan (TN) 6,111 · 46 off
- Stationary Engineers Local 39 Annuity Trust Fund (CA) 6,157 · 92 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.