Money Purchase · DOL Form 5500 · 2024
Board of Trustees Rochester Laborers Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $74M
- Total assets Below avg plan size
- 1,583
- Participants Near avg headcount
- 88th
- Percentile by assets National rank
- $46,654
- Avg per participant Low balance/head
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.
- #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.
- #7,795
- in Construction (9,039 peers)
- +6.5%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Rochester Laborers Annuity Fund's outsized position by total assets
Rochester Laborers Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$73,853,560 Top 12% higher than 88% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Rochester Laborers Annuity Fund's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rochester Laborers Annuity Fund lands in the large band (1,583 participants).
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.
EBSA filing schedule strip
Filing strip 161253138 · Board of Trustees Rochester Laborers Annuity Fund PY 2024 · Money Purchase
Rochester Laborers Annuity Fund · $74M · 1,583 · 88th
- 5500 $74M
- ASSETS 1,583
- PCT 88th
- EIN Money Purchase
- RANK near The Harker School 401(a) Defined Contribution Plan
- PHOTO ind #7795
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 →
Rochester Laborers Annuity Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees Rochester Laborers Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $74M 13.978017794498482% vs 2022
- 2024 filing year
| 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.
- 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
Rochester Laborers Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is The Harker School 401(a) Defined Contribution Plan in CA ($73M); by covered participants it is Northwest Permanente, P.C. Retirement Plan - Mpp Aspect in OR (1,562 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($74M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,583 participants); asset peers above are excluded.
- Northwest Permanente, P.C. Retirement Plan - Mpp Aspect (OR) 1,562 · 21 off
- IBEW Local 595 Money Purchase Pension Plan (CA) 1,612 · 29 off
- Midwest Pipe Trades Retirement Plan (TN) 1,544 · 39 off
- Iron Workers Local #397 Annuity Fund (TN) 1,627 · 44 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.