Money Purchase
2024 plan-year Money Purchase DOL Form 5500

LABORERS LOCAL 235 ANNUITY FUND

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

LABORERS LOCAL 235 ANNUITY FUND

This Money Purchase plan holds $58M in total assets and serves 591 participants as of 2024. It is sponsored by LABORERS LOCAL 235 ANNUITY FUND in New York. The plan reported positive net income of $6M for the year.

Total Assets (2023)
$58M
Participants
591
State
Industry
Construction

What the Filing Says About LABORERS LOCAL 235 ANNUITY FUND

LABORERS LOCAL 235 ANNUITY FUND is a Money Purchase retirement plan sponsored by LABORERS LOCAL 235 ANNUITY FUND, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $58M in total end-of-year assets and covers 591 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 133498896, and the plan has been effective since 1988-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $52M at the beginning of 2024 to $58M at year-end — a gain of 10.6%. Net assets (after liabilities) closed the year at $58M, with reported net income of $6M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

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

Sponsor Plan History (LABORERS LOCAL 235 ANNUITY FUND)

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.

Frequently Asked Questions

How much money is in the LABORERS LOCAL 235 ANNUITY FUND?
As of the 2024 Form 5500 filing, LABORERS LOCAL 235 ANNUITY FUND holds $58M in total assets with 591 participants. It is sponsored by LABORERS LOCAL 235 ANNUITY FUND.
What type of plan is LABORERS LOCAL 235 ANNUITY FUND?
LABORERS LOCAL 235 ANNUITY FUND is a Money Purchase plan. It has been effective since 1988-01-01. The plan is filed with the U.S. Department of Labor under EIN 133498896.
Who sponsors the LABORERS LOCAL 235 ANNUITY FUND?
LABORERS LOCAL 235 ANNUITY FUND is sponsored by LABORERS LOCAL 235 ANNUITY FUND, located in New York. The sponsor's EIN is 133498896 and the plan operates in the Construction industry.
How did LABORERS LOCAL 235 ANNUITY FUND perform in 2024?
LABORERS LOCAL 235 ANNUITY FUND grew by 10.6% during 2024, moving from $52M to $58M in total assets. Net income was $6M.
Where can I find official filings for LABORERS LOCAL 235 ANNUITY FUND?
Official Form 5500 filings for LABORERS LOCAL 235 ANNUITY FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 133498896 or plan name at efast.dol.gov.
How does LABORERS LOCAL 235 ANNUITY FUND compare to other plans?
You can compare LABORERS LOCAL 235 ANNUITY FUND against other Money Purchase plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.