Money Purchase · DOL Form 5500 · 2024
Board of Trustees Rochester Laborers Annuity Fund Money Purchase Plan
Data updated 2026-08-11
- $74M
- Total assets
- 1,583
- Participants
- 88th
- Percentile by assets
- $46,654
- Avg per participant
Official DOL plan name: Rochester Laborers Annuity Fund · Sponsored by Board of Trustees Rochester Laborers Annuity Fund · New York · Construction
$74M in assets, 1,583 participants
Board of Trustees Rochester Laborers Annuity Fund's Rochester Laborers Annuity Fund reported $74M in total assets and 1,583 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- 88th percentile by assets (of 123,622 plans)
- #7,795 in Construction (9,039 peers)
Where Rochester Laborers Annuity Fund sits by assets
Rochester Laborers Annuity Fund sits in the top quartile of all filed plans by assets, $74M for 1,583 participants (~$46,654/participant), up 6.5% in 2024.
- $74M
- total plan assets (2024 EOY)
- 1,583
- covered participants
- 88th
- percentile by assets (of 123,622 plans)
- $46,654
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rochester Laborers Annuity Fund reported participants rose from 1,203 in the plan year 2023 filing to 1,583 in the plan year 2024 filing.
- Rochester Laborers Annuity Fund reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Rochester Laborers Annuity Fund end-of-year assets rose from $69M in the plan year 2023 filing to $74M in the plan year 2024 filing.
Rochester Laborers Annuity Fund vs the 2024 asset distribution
By assets, Rochester Laborers Annuity Fund outranks 88% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $69M |
|---|---|
| Net Assets (End of Year) | $74M |
| Net Income | $5M |
| Employer EIN | 161253138 |
| Plan Effective Date | 1985-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Rochester Laborers Annuity Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,686 | $65M |
| 2023 | 1 | 1,203 | $69M |
| 2024 | 1 | 1,583 | $74M |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Rochester Laborers Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants
- Tiaa Retirement Plan $5.9B · 11,906
- Young Men's Christian Association Retirement Fund Retirement Plan $3.9B · 47,199
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.2B · 15,274
- Brookhaven Science Associates, LLC Retirement Plan $1.5B · 2,624
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 2,357
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Rochester Laborers Annuity Fund by total assets, not by location.
- The Harker School 401(a) Defined Contribution Plan (CA) $73M · 556
- IBEW Local 968 Pension Fund (WV) $73M · 355
- Iowa Builders Retirement Plan (IA) $75M · 400
- Plumbers & Pipefitters Local 152 Retirement Annuit (WV) $75M · 2,909
Frequently Asked Questions
How did Rochester Laborers Annuity Fund assets move in 2024? ▼
How have Board of Trustees Rochester Laborers Annuity Fund plan assets changed over time? ▼
Where does Rochester Laborers Annuity Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Rochester Laborers Annuity Fund? ▼
Next read for Rochester Laborers Annuity Fund
Scale reading
Ways to act on Rochester Laborers Annuity Fund's numbers.
- By total assets, Rochester Laborers Annuity Fund ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Board of Trustees Rochester Laborers Annuity Fund's sponsor-wide assets have grown 14.0% since 2022 across 3 plan years on file. More Construction plans