Money Purchase · DOL Form 5500 · 2023
Board of Trustees of United Plant Production Workers L175 Annuity Fd Money Purchase Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 851
- Participants Near avg headcount
- 81st
- Percentile by assets National rank
- $39,734
- Avg per participant Low balance/head
Official DOL plan name: United Plant & Production Workers L175 Annuity Fund · Sponsored by Board of Trustees of United Plant Production Workers L175 Annuity Fd · New York · Finance & Insurance
$34M in assets, 851 participants
Board of Trustees of United Plant Production Workers L175 Annuity Fd's United Plant & Production Workers L175 Annuity Fund reported $34M in total assets and 851 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #6,271 in Finance & Insurance (8,869 peers)
Where United Plant & Production Workers L175 Annuity Fund sits by assets
United Plant & Production Workers L175 Annuity Fund sits in the top quartile of all filed plans by assets, $34M for 851 participants (~$39,734/participant), up 8.5% in 2023.
- #6,271
- in Finance & Insurance (8,869 peers)
- +8.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
United Plant & Production Workers L175 Annuity Fund's outsized position by total assets
United Plant & Production Workers L175 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$33,813,403 Top 19% higher than 81% 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
United Plant & Production Workers L175 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. United Plant & Production Workers L175 Annuity Fund sits mid-pack in the medium band (851 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Plant & Production Workers L175 Annuity Fund reported net income rose from $680K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- United Plant & Production Workers L175 Annuity Fund reported participants rose from 720 in the plan year 2022 filing to 851 in the plan year 2023 filing.
- United Plant & Production Workers L175 Annuity Fund end-of-year assets rose from $31M in the plan year 2022 filing to $34M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 203143138 · Board of Trustees of United Plant Production Workers L175 Annuity Fd PY 2023 · Money Purchase
United Plant & Production Workers L175 Annuity Fund · $34M · 851 · 81st
- NET $34M
- BOOK 851
- VS-ST 81st
- BOY Money Purchase
- SCH near International Brotherhood of Electrical Workers Local Union #756 Pension Fund
- EBSA ind #6271
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 →
United Plant & Production Workers L175 Annuity Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $3M |
| Employer EIN | 203143138 |
| Plan Effective Date | 2005-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of United Plant Production Workers L175 Annuity Fd)
Sponsor-wide plan assets over time
All Board of Trustees of United Plant Production Workers L175 Annuity Fd plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 18.800760907411437% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 720 | $31M |
| 2023 | 1 | 851 | $34M |
| 2024 | 1 | 645 | $37M |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $5.3B · 12,501
- Young Men's Christian Association Retirement Fund Retirement Plan $3.7B · 43,490
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.0B · 15,163
- Brookhaven Science Associates, LLC Retirement Plan $1.4B · 2,473
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 4,998
United Plant & Production Workers L175 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is International Brotherhood of Electrical Workers Local Union #756 Pension Fund in FL ($34M); by covered participants it is Machinery Movers, Riggers & Mach. Erect. Local 136 Defined Contribution Retirement Fund in IL (853 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
Similar participant headcount
Nearest other-state filings by covered participants (851 participants); asset peers above are excluded.
- Machinery Movers, Riggers & Mach. Erect. Local 136 Defined Contribution Retirement Fund (IL) 853 · 2 off
- Millwrights & Machinery Erectors Local 1192 Defined Contribution Pension Plan (TN) 854 · 3 off
- Children's University Medical Group Pension Plan (WA) 845 · 6 off
- Mississippi Action for Progress, Inc Retirement Plan (MS) 844 · 7 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.