Other · DOL Form 5500 · 2023
Northeast District Council of the Opcmia Annuity Fund Retirement Plan
Data updated 2026-08-25
- $190M
- Total assets Near avg plan size
- 1,224
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $155,089
- Avg per participant Above avg balance/head
Official DOL plan name: Northeast District Council of the Opcmia Annuity Fund · Sponsored by Northeast District Council of the Opcmia Annuity Fund · New York · Construction
$190M in assets, 1,224 participants
Northeast District Council of the Opcmia Annuity Fund's Northeast District Council of the Opcmia Annuity Fund reported $190M in total assets and 1,224 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #8,431 in Construction (9,030 peers)
Where Northeast District Council of the Opcmia Annuity Fund sits by assets
Northeast District Council of the Opcmia Annuity Fund sits in the top 5% of all filed plans by assets, $190M for 1,224 participants (~$155,089/participant), up 9.4% in 2023.
- #8,431
- in Construction (9,030 peers)
- +9.4%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
Northeast District Council of the Opcmia Annuity Fund's outsized position by total assets
Northeast District Council of the Opcmia Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$189,829,475 Top 5% higher than 95% 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
Northeast District Council of the Opcmia 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. Northeast District Council of the Opcmia Annuity Fund lands in the large band (1,224 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Northeast District Council of the Opcmia Annuity Fund reported net income rose from -$33M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Northeast District Council of the Opcmia Annuity Fund end-of-year assets rose from $173M in the plan year 2022 filing to $190M in the plan year 2023 filing.
- Northeast District Council of the Opcmia Annuity Fund reported participants rose from 1,165 in the plan year 2022 filing to 1,224 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 133207195 · Northeast District Council of the Opcmia Annuity Fund PY 2023 · Other
Northeast District Council of the Opcmia Annuity Fund · $190M · 1,224 · 95th
- PART $190M
- TYPE 1,224
- NET 95th
- BOOK Other
- VS-ST near Lesley University Retirement Plan
- BOY ind #8431
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 New York →
Northeast District Council of the Opcmia Annuity Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $173M |
|---|---|
| Net Assets (End of Year) | $177M |
| Net Income | $16M |
| Employer EIN | 133207195 |
| Plan Effective Date | 1983-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northeast District Council of the Opcmia Annuity Fund)
Sponsor-wide plan assets over time
All Northeast District Council of the Opcmia Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $199M 14.862334917344652% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,165 | $173M |
| 2023 | 1 | 1,224 | $190M |
| 2024 | 1 | 1,202 | $199M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Northeast District Council of the Opcmia Annuity Fund's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Lesley University Retirement Plan in MA ($190M); by covered participants it is Drake University Mandatory Tax-Deferred Annuity Retirement Plan in IA (1,224 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($190M here).
- Lesley University Retirement Plan (MA) $190M · 714
- Harding University Defined Contribution Retirement Plan (AR) $189M · 693
- Kettering University Retirement Plan (MI) $189M · 357
- Brigham Young University Tax-Deferred Annuity Plan (UT) $191M · 7,029
Similar participant headcount
Nearest other-state filings by covered participants (1,224 participants); asset peers above are excluded.
- Drake University Mandatory Tax-Deferred Annuity Retirement Plan (IA) 1,224 · 0 off
- Michigan Independent Colleges and Universities 403(b) Multiple Employer Plan (MI) 1,222 · 2 off
- Otis R. Bowen Center 403(b) Plan (IN) 1,226 · 2 off
- Roofers Local 149 Defined Contribution Pension Fund (MI) 1,227 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.