Money Purchase · DOL Form 5500 · 2023

Local 445 Annuity Fund Money Purchase Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
353
Participants Below avg headcount
70th
Percentile by assets National rank
$50,271
Avg per participant Low balance/head
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Official DOL plan name: Local 445 Annuity Fund · Sponsored by Local 445 Annuity Fund · New York · Finance & Insurance

$18M in assets, 353 participants

Local 445 Annuity Fund's Local 445 Annuity Fund reported $18M in total assets and 353 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #5,000 in Finance & Insurance (8,869 peers)

Coverage in New York

Local 445 Annuity Fund covers 353 participants in New York, about 44% of the average New York filer (state average ~798 per filing). Assets: $18M.

#5,000
in Finance & Insurance (8,869 peers)
-0.9%
assets change YoY

The plan reported a net loss of $182K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 445 Annuity Fund's outsized position by total assets

Local 445 Annuity Fund vs every filed plan by assets

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

$17,745,600 Top 30% higher than 70% 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

Local 445 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. Local 445 Annuity Fund sits mid-pack in the medium band (353 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local 445 Annuity Fund reported net income rose from -$6M in the plan year 2022 filing to -$182K in the plan year 2023 filing.
  • Local 445 Annuity Fund reported participants fell from 415 in the plan year 2022 filing to 353 in the plan year 2023 filing.
  • Local 445 Annuity Fund end-of-year assets fell from $18M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 141731806 · Local 445 Annuity Fund PY 2023 · Money Purchase

Local 445 Annuity Fund · $18M · 353 · 70th

  • BOY $18M
  • SCH 353
  • EBSA 70th
  • PART Money Purchase
  • TYPE near American Academy of Dermatology, Inc. Pension Plan
  • NET ind #5000

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 445 Annuity Fund in the asset neighbourhood

Middlesex School Pension AccountMiddlesex School Pension Acc…$18MDuane T. Corley, P.C. Money Purchase PlanDuane T. Corley, P.C. Money …$18MLocal 445 Annuity Fund$18MAmerican Academy of Dermatology, Inc. Pension PlanAmerican Academy of Dermatol…$18MInternational Longshoremen's Association Local 1969 Pension PlanInternational Longshoremen's…$18M
End-of-year total assets ($M) among Local 445 Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$18M
Net Income-$182K
Employer EIN141731806
Plan Effective Date1990-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Local 445 Annuity Fund)

Sponsor-wide plan assets over time

All Local 445 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$18M 1.0912351716133033% vs 2022
2024 filing year
$17.6M$17.7M$17.8M$17.9M$18M 202220232024 $17.9M $17.7M ▼ -1.1%
Year Plans Participants Total Assets
2022 1 415 $18M
2023 1 353 $18M
2024 1 368 $18M

Nearby Money Purchase Plans in New York

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

Local 445 Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Local 445 Annuity Fund, Total assets ($B): 0.0177456 · Participants: 353Local 445 Annuity FundTiaa Retirement Plan, Total assets ($B): 5.254874957 · Participants: 12501Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.73565 · Participants: 43490Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.981784839 · Participants: 15163McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.410735256 · Participants: 2473Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.151869619 · Participants: 4998Iron Workers Locals 40, 361 & 417 Annuity Fund
Local 445 Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Local 445 Annuity Fund side-by-side with 3 peers →

Local 445 Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is American Academy of Dermatology, Inc. Pension Plan in IL ($18M); by covered participants it is Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan in CA (353 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (353 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 Local 445 Annuity Fund assets move in 2023? ▼
Local 445 Annuity Fund held essentially flat - down 0.9% during 2023, from $18M to $18M. Reported net income was -$182K.
How have Local 445 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Local 445 Annuity Fund's sponsor-wide assets declined 1.1%, from $18M to $18M.
Which Money Purchase plans are similar in size to Local 445 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by assets is American Academy of Dermatology, Inc. Pension Plan in IL ($18M, 155 participants).
Which Money Purchase plans cover a similar participant headcount to Local 445 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan in CA (353 participants, $265M 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 141731806.

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.