401(k) · DOL Form 5500 · 2023

Board of Trustees of Division a Annuity Fund 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets: 696
Participants Below avg headcount: 58th
Percentile by assets National rank: $13,744
Avg per participant Low balance/head

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Official DOL plan name: Division a Annuity Fund · Sponsored by Board of Trustees of Division a Annuity Fund · New York · Food Services & Accommodation

$10M in assets, 696 participants

Board of Trustees of Division a Annuity Fund's Division a Annuity Fund reported $10M in total assets and 696 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

#3,285 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Division a Annuity Fund ranks #3,285 of 3,828 2023 filers by assets (205% of the sector average)-$10M for 696 participants.

#3,285
in Food Services & Accommodation (3,828 peers): +17.3%
assets growth YoY

Division a Annuity Fund's mid-pack asset rank among Food Services & Accommodation and all filers

Division a Annuity Fund vs every filed plan by assets

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

$9,566,038 Top 42% higher than 58% 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

Division a Annuity Fund 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. Division a Annuity Fund sits mid-pack in the medium band (696 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Division a Annuity Fund reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Division a Annuity Fund end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
Division a Annuity Fund reported participants fell from 749 in the plan year 2022 filing to 696 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 562290624 · Board of Trustees of Division a Annuity Fund PY 2023 · 401(k)

Division a Annuity Fund · $10M · 696 · 58th

5500 $10M
5500 696
5500 58th
5500 401(k)
5500 near Wasco, Inc. 401(k) Plan
5500 ind #3285

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 Food Services & Accommodation retirement plans → · Plans in New York →

End-of-year total assets ($M) among Division a Annuity Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$10M
Net Income	$1M
Employer EIN	562290624
Plan Effective Date	2002-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees of Division a Annuity Fund)

Latest sponsor-wide plan assets: $11M 38.43703448251343% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	749	$8M
2023	1	696	$10M
2024	1	805	$11M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Division a Annuity Fund vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Division a Annuity Fund side-by-side with 3 peers →

Division a Annuity Fund's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Wasco, Inc. 401(k) Plan in TN ($10M); by covered participants it is Alegeus Technologies LLC 401(k) Plan in MA (696 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Wasco, Inc. 401(k) Plan (TN) $10M · 335
Addx Corporation 401(k) Plan (VA) $10M · 57
Mold-Tech, Inc. Savings and Retirement Plan (MN) $10M · 50
Veracity Engineering 401(k) Plan (DC) $10M · 107

Similar participant headcount

Nearest other-state filings by covered participants (696 participants); asset peers above are excluded.

Alegeus Technologies LLC 401(k) Plan (MA) 696 · 0 off
Kazi Foods 401(k) Plan (VI) 696 · 0 off
Crestwood Operations LLC 401(k) Plan (TX) 696 · 0 off
Soprema-Convoy USA 401(k) Plan (OH) 696 · 0 off

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 Division a Annuity Fund assets move in 2023? ▼

Division a Annuity Fund grew sharply - up 17.3% during 2023, from $8M to $10M. Reported net income was $1M.

How have Board of Trustees of Division a Annuity Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees of Division a Annuity Fund's sponsor-wide assets grew 38.4%, from $8M to $11M.

Which 401(k) plans are similar in size to Division a Annuity Fund? ▼

Among 401(k) plans in other states, the closest by assets is Wasco, Inc. 401(k) Plan in TN ($10M, 335 participants).

Which 401(k) plans cover a similar participant headcount to Division a Annuity Fund? ▼

Among 401(k) plans in other states, the closest by covered participants is Alegeus Technologies LLC 401(k) Plan in MA (696 participants, $49M 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 562290624.