Money Purchase · DOL Form 5500 · 2023

United Association Local 322 Annuity Fund Money Purchase Plan

Data updated 2026-08-25

$140M
Total assets Near avg plan size
2,032
Participants Near avg headcount
93rd
Percentile by assets National rank
$68,706
Avg per participant Below avg balance/head
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Official DOL plan name: U a Local 322 Annuity Fund · Sponsored by United Association Local 322 Annuity Fund · New Jersey · Construction

$140M in assets, 2,032 participants

United Association Local 322 Annuity Fund's U a Local 322 Annuity Fund reported $140M in total assets and 2,032 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #8,274 in Construction (9,030 peers)

Coverage in New Jersey

U a Local 322 Annuity Fund covers 2,032 participants in New Jersey, 2.4x the typical New Jersey plan (state average ~844 per filing). Assets: $140M.

#8,274
in Construction (9,030 peers)
+7.4%
assets growth YoY
1.4×
vs typical plan assets (national mean)

U a Local 322 Annuity Fund's outsized position by total assets

U a Local 322 Annuity Fund vs every filed plan by assets

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

$139,611,267 Top 7% higher than 93% 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

U a Local 322 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. U a Local 322 Annuity Fund lands in the large band (2,032 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • U a Local 322 Annuity Fund reported net income rose from $528K in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • U a Local 322 Annuity Fund end-of-year assets rose from $130M in the plan year 2022 filing to $140M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 222708962 · United Association Local 322 Annuity Fund PY 2023 · Money Purchase

U a Local 322 Annuity Fund · $140M · 2,032 · 93rd

  • BOY $140M
  • SCH 2,032
  • EBSA 93rd
  • PART Money Purchase
  • TYPE near Teamsters Local 802 Annuity Fund
  • NET ind #8274

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 Jersey →

U a Local 322 Annuity Fund in the asset neighbourhood

International Brotherhood of Electrical Workers Local Union No. 99 Annuity PlanInternational Brotherhood of…$143MDentons Cohen & Grigsby P.C. Pension PlanDentons Cohen & Grigsby P.C.…$143MLocal Union 598 Supplemental Pension PlanLocal Union 598 Supplemental…$143MTeamsters Local 802 Annuity FundTeamsters Local 802 Annuity …$140MU a Local 322 Annuity Fund$140M
End-of-year total assets ($M) among U a Local 322 Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$130M
Net Assets (End of Year)$140M
Net Income$10M
Employer EIN222708962
Plan Effective Date1986-03-18
Filing StatusFILING RECEIVED

Sponsor Plan History (United Association Local 322 Annuity Fund)

Sponsor-wide plan assets over time

All United Association Local 322 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$149M 14.308805149602522% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $130M $149M ▲ +14.3%
Year Plans Participants Total Assets
2022 1 2,032 $130M
2023 1 2,032 $140M
2024 1 2,178 $149M

Nearby Money Purchase Plans in New Jersey

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

U a Local 322 Annuity Fund vs. nearby Money Purchase plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 0100020003000400050006000 02004006008001000 Total assets ($M) Participants U a Local 322 Annuity Fund, Total assets ($M): 139.611267 · Participants: 2032U a Local 322 Annuity FundLocal 68 Engineers Union Annuity Plan, Total assets ($M): 919.004157 · Participants: 5196Local 68 Engineers Union Annuity PlanNysa-Ila Money Purchase Pension Fund and Plan, Total assets ($M): 787.160185 · Participants: 4634Nysa-Ila Money Purchase Pension Fund and PlanEducational Testing Service 401(a) Retirement Plan, Total assets ($M): 577.237524 · Participants: 3310Educational Testing Service 401(a) Retirement PlanIronworkers Local 11 Annuity Fund, Total assets ($M): 375.482782 · Participants: 1159Ironworkers Local 11 Annuity FundPlumbers & Pipefitters Local 9 Surety Plan, Total assets ($M): 287.464744 · Participants: 2179Plumbers & Pipefitters Local 9 Surety Plan
U a Local 322 Annuity Fund vs. nearby Money Purchase plans in New Jersey, assets vs. participants
Compare U a Local 322 Annuity Fund side-by-side with 3 peers →

U a Local 322 Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside New Jersey, the nearest Money Purchase by assets is Teamsters Local 802 Annuity Fund in NY ($140M); by covered participants it is Burrell Behavioral Health 403a Retirement Plan in MO (2,038 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,032 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 U a Local 322 Annuity Fund assets move in 2023? ▼
U a Local 322 Annuity Fund grew at a solid clip - up 7.4% during 2023, from $130M to $140M. Reported net income was $10M.
How have United Association Local 322 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Association Local 322 Annuity Fund's sponsor-wide assets grew 14.3%, from $130M to $149M.
Where does U a Local 322 Annuity Fund rank by assets among Form 5500 filers? ▼
U a Local 322 Annuity Fund ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to U a Local 322 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Teamsters Local 802 Annuity Fund in NY ($140M, 476 participants).
Which Money Purchase plans cover a similar participant headcount to U a Local 322 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Burrell Behavioral Health 403a Retirement Plan in MO (2,038 participants, $752 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 222708962.

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.