Money Purchase · DOL Form 5500 · 2023

Board of Trustees Local 235 Annuity Fund Money Purchase Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
2,551
Participants Above avg headcount
86th
Percentile by assets National rank
$20,556
Avg per participant Low balance/head
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Official DOL plan name: Laborers Local 235 Annuity Fund · Sponsored by Board of Trustees Local 235 Annuity Fund · New York · Construction

$52M in assets, 2,551 participants

Board of Trustees Local 235 Annuity Fund's Laborers Local 235 Annuity Fund reported $52M in total assets and 2,551 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,567 in Construction (9,030 peers)

Coverage in New York

Laborers Local 235 Annuity Fund covers 2,551 participants in New York, 3.2x the typical New York plan (state average ~798 per filing). Assets: $52M.

#7,567
in Construction (9,030 peers)
+7.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Laborers Local 235 Annuity Fund's outsized position by total assets

Laborers Local 235 Annuity Fund vs every filed plan by assets

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

$52,439,135 Top 14% higher than 86% 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

Laborers Local 235 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. Laborers Local 235 Annuity Fund lands in the large band (2,551 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Laborers Local 235 Annuity Fund reported net income rose from -$12M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Laborers Local 235 Annuity Fund reported participants fell from 2,959 in the plan year 2022 filing to 2,551 in the plan year 2023 filing.
  • Laborers Local 235 Annuity Fund end-of-year assets rose from $49M in the plan year 2022 filing to $52M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 133498896 · Board of Trustees Local 235 Annuity Fund PY 2023 · Money Purchase

Laborers Local 235 Annuity Fund · $52M · 2,551 · 86th

  • TYPE $52M
  • NET 2,551
  • BOOK 86th
  • VS-ST Money Purchase
  • BOY near Kaiser Permanente Northwest Supplemental Retirement Plan
  • SCH ind #7567

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 →

Laborers Local 235 Annuity Fund in the asset neighbourhood

IBEW Local 13 Retirement Plan$53MPlumbers & Steamfitters Union Local No. 10 Individual Account PlanPlumbers & Steamfitters Unio…$52MLaborers Local 235 Annuity FundLaborers Local 235 Annuity F…$52MKaiser Permanente Northwest Supplemental Retirement PlanKaiser Permanente Northwest …$52MTootsie Roll Industries, LLC Employees Pension PlanTootsie Roll Industries, LLC…$52M
End-of-year total assets ($M) among Laborers Local 235 Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$52M
Net Income$4M
Employer EIN133498896
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Local 235 Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees Local 235 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$58M 18.40836172181062% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $49M $58M ▲ +18.4%
Year Plans Participants Total Assets
2022 1 2,959 $49M
2023 1 2,551 $52M
2024 1 591 $58M

Nearby Money Purchase Plans in New York

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

Laborers Local 235 Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. 01000020000300004000050000 -20246 Total assets ($B) Participants Laborers Local 235 Annuity Fund, Total assets ($B): 0.052439135 · Participants: 2551Laborers Local 235 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
Laborers Local 235 Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Laborers Local 235 Annuity Fund side-by-side with 3 peers →

Laborers Local 235 Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Kaiser Permanente Northwest Supplemental Retirement Plan in CA ($52M); by covered participants it is Plumbers Union Local No 12 Annuity Plan in MA (2,590 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,551 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 Laborers Local 235 Annuity Fund assets move in 2023? ▼
Laborers Local 235 Annuity Fund grew at a solid clip - up 7.0% during 2023, from $49M to $52M. Reported net income was $4M.
How have Board of Trustees Local 235 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Local 235 Annuity Fund's sponsor-wide assets grew 18.4%, from $49M to $58M.
Where does Laborers Local 235 Annuity Fund rank by assets among Form 5500 filers? ▼
Laborers Local 235 Annuity Fund ranks in the 86th 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 Laborers Local 235 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Kaiser Permanente Northwest Supplemental Retirement Plan in CA ($52M, 387 participants).
Which Money Purchase plans cover a similar participant headcount to Laborers Local 235 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Plumbers Union Local No 12 Annuity Plan in MA (2,590 participants, $303M 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 133498896.

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.