401(k) · DOL Form 5500 · 2024

U.a. Local 13 Annuity Fund 401(k) Plan

Data updated 2026-08-25

$201M
Total assets Near avg plan size
1,050
Participants Near avg headcount
94th
Percentile by assets National rank
$191,844
Avg per participant Above avg balance/head
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Official DOL plan name: U.a. Local 13 Annuity Fund · Sponsored by U.a. Local 13 Annuity Fund · New York · Construction

$201M in assets, 1,050 participants

U.a. Local 13 Annuity Fund's U.a. Local 13 Annuity Fund reported $201M in total assets and 1,050 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,428 in Construction (9,039 peers)

Where U.a. Local 13 Annuity Fund sits by assets

U.a. Local 13 Annuity Fund sits in the top 10% of all filed plans by assets, $201M for 1,050 participants (~$191,844/participant), up 11.1% in 2024.

#8,428
in Construction (9,039 peers)
+11.1%
assets growth YoY
2.0×
vs typical plan assets (national mean)

U.a. Local 13 Annuity Fund's outsized position by total assets

U.a. Local 13 Annuity Fund vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$201,435,873 Top 6% higher than 94% 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

U.a. Local 13 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. U.a. Local 13 Annuity Fund lands in the large band (1,050 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • U.a. Local 13 Annuity Fund end-of-year assets rose from $181M in the plan year 2023 filing to $201M in the plan year 2024 filing.
  • U.a. Local 13 Annuity Fund reported net income fell from $22M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • U.a. Local 13 Annuity Fund reported participants rose from 1,030 in the plan year 2023 filing to 1,050 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 521041321 · U.a. Local 13 Annuity Fund PY 2024 · 401(k)

U.a. Local 13 Annuity Fund · $201M · 1,050 · 94th

  • EBSA $201M
  • EBSA 1,050
  • EBSA 94th
  • EBSA 401(k)
  • EBSA near Bartlett Tree 401(k) Plan
  • EBSA ind #8428

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 →

U.a. Local 13 Annuity Fund in the asset neighbourhood

Samuel, Son & Co. (USA), Inc. 401(k) PlanSamuel, Son & Co. (USA), Inc…$202MMistras Group, Inc. Salary Savings PlanMistras Group, Inc. Salary S…$201MU.a. Local 13 Annuity Fund$201MBartlett Tree 401(k) Plan$201MMirion Technologies 401(k) PlanMirion Technologies 401(k) P…$201M
End-of-year total assets ($M) among U.a. Local 13 Annuity Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$181M
Net Assets (End of Year)$201M
Net Income$20M
Employer EIN521041321
Plan Effective Date1974-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (U.a. Local 13 Annuity Fund)

Sponsor-wide plan assets over time

All U.a. Local 13 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$201M 26.115259512756385% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $160M $201M ▲ +26.1%
Year Plans Participants Total Assets
2022 1 1,012 $160M
2023 1 1,030 $181M
2024 1 1,050 $201M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

U.a. Local 13 Annuity Fund vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants U.a. Local 13 Annuity Fund, Total assets ($B): 0.201435873 · Participants: 1050U.a. Local 13 Annuity FundIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
U.a. Local 13 Annuity Fund vs. nearby 401(k) plans in New York, assets vs. participants
Compare U.a. Local 13 Annuity Fund side-by-side with 3 peers →

U.a. Local 13 Annuity Fund's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Bartlett Tree 401(k) Plan in CT ($201M); by covered participants it is Sew-Eurodrive, Inc. Profit Sharing/401(k) Retirement Plan in SC (1,050 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($201M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,050 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 U.a. Local 13 Annuity Fund assets move in 2024? ▼
U.a. Local 13 Annuity Fund grew at a solid clip - up 11.1% during 2024, from $181M to $201M. Reported net income was $20M.
How have U.a. Local 13 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), U.a. Local 13 Annuity Fund's sponsor-wide assets grew 26.1%, from $160M to $201M.
Where does U.a. Local 13 Annuity Fund rank by assets among Form 5500 filers? ▼
U.a. Local 13 Annuity Fund ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to U.a. Local 13 Annuity Fund? ▼
Among 401(k) plans in other states, the closest by assets is Bartlett Tree 401(k) Plan in CT ($201M, 2,572 participants).
Which 401(k) plans cover a similar participant headcount to U.a. Local 13 Annuity Fund? ▼
Among 401(k) plans in other states, the closest by covered participants is Sew-Eurodrive, Inc. Profit Sharing/401(k) Retirement Plan in SC (1,050 participants, $238M 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 521041321.

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.