Money Purchase · DOL Form 5500 · 2024

Laborers Local 235 Annuity Fund Money Purchase Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
591
Participants Below avg headcount
86th
Percentile by assets National rank
$98,158
Avg per participant Below avg balance/head
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Official DOL plan name: Laborers Local 235 Annuity Fund · Sponsored by Laborers Local 235 Annuity Fund · New York · Construction

$58M in assets, 591 participants

Laborers Local 235 Annuity Fund's Laborers Local 235 Annuity Fund reported $58M in total assets and 591 participants in its 2024 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.

  • #7,579 in Construction (9,039 peers)

Where Laborers Local 235 Annuity Fund sits by assets

Laborers Local 235 Annuity Fund sits in the top quartile of all filed plans by assets, $58M for 591 participants (~$98,158/participant), up 10.6% in 2024.

#7,579
in Construction (9,039 peers)
+10.6%
assets growth YoY
0.6×
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 2024 · DOL Form 5500

$58,011,322 Top 14% higher than 86% of 123,620 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 2024

Laborers Local 235 Annuity Fund among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Laborers Local 235 Annuity Fund sits mid-pack in the medium band (591 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Laborers Local 235 Annuity Fund reported participants fell from 2,551 in the plan year 2023 filing to 591 in the plan year 2024 filing.
  • Laborers Local 235 Annuity Fund reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Laborers Local 235 Annuity Fund end-of-year assets rose from $52M in the plan year 2023 filing to $58M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 133498896 · Laborers Local 235 Annuity Fund PY 2024 · Money Purchase

Laborers Local 235 Annuity Fund · $58M · 591 · 86th

  • PART $58M
  • TYPE 591
  • NET 86th
  • BOOK Money Purchase
  • VS-ST near Iron Workers Local Union No. 92 Money Purchase Pension Plan
  • BOY ind #7579

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

Harvard Management Company Inc. Pension PlanHarvard Management Company I…$58MIron Workers Local Union No. 92 Money Purchase Pension PlanIron Workers Local Union No.…$58MLaborers Local 235 Annuity FundLaborers Local 235 Annuity F…$58MPlumbers & Steamfitters Union Local No. 10 Individual Account PlanPlumbers & Steamfitters Unio…$58MTootsie Roll Industries, LLC Employees PensionTootsie Roll Industries, LLC…$58M
End-of-year total assets ($M) among Laborers Local 235 Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$58M
Net Income$6M
Employer EIN133498896
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Laborers Local 235 Annuity Fund)

Sponsor-wide plan assets over time

All Laborers 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. -200000200004000060000 -202468 Total assets ($B) Participants Laborers Local 235 Annuity Fund, Total assets ($B): 0.058011322 · Participants: 591Laborers Local 235 Annuity FundTiaa Retirement Plan, Total assets ($B): 5.903718286 · Participants: 11906Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.876243 · Participants: 47199Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 2.152151099 · Participants: 15274McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.539461125 · Participants: 2624Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.218944937 · Participants: 2357Iron 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 Iron Workers Local Union No. 92 Money Purchase Pension Plan in AL ($58M); by covered participants it is Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust in IL (590 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (591 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Laborers Local 235 Annuity Fund grew at a solid clip - up 10.6% during 2024, from $52M to $58M. Reported net income was $6M.
How have Laborers Local 235 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Laborers 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 123,622 plans that reported assets for plan year 2024 (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 Iron Workers Local Union No. 92 Money Purchase Pension Plan in AL ($58M, 852 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 Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust in IL (590 participants, $133M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.