401(k) · DOL Form 5500 · 2024

Board of Trustees Local 812 Annuity Fund 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
2,289
Participants Above avg headcount
79th
Percentile by assets National rank
$14,998
Avg per participant Low balance/head
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Official DOL plan name: Local 812 Annuity Fund · Sponsored by Board of Trustees Local 812 Annuity Fund · New York · Wholesale Trade

$34M in assets, 2,289 participants

Board of Trustees Local 812 Annuity Fund's Local 812 Annuity Fund reported $34M in total assets and 2,289 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #4,780 in Wholesale Trade (6,080 peers)

Coverage in New York

Local 812 Annuity Fund covers 2,289 participants in New York, 2.9x the typical New York plan (state average ~798 per filing). Assets: $34M.

#4,780
in Wholesale Trade (6,080 peers)
+58.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Local 812 Annuity Fund's outsized position by total assets

Local 812 Annuity Fund vs every filed plan by assets

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

$34,329,855 Top 21% higher than 79% 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

Local 812 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. Local 812 Annuity Fund lands in the large band (2,289 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local 812 Annuity Fund end-of-year assets rose from $22M in the plan year 2023 filing to $34M in the plan year 2024 filing.
  • Local 812 Annuity Fund reported net income rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 874819968 · Board of Trustees Local 812 Annuity Fund PY 2024 · 401(k)

Local 812 Annuity Fund · $34M · 2,289 · 79th

  • NET $34M
  • BOOK 2,289
  • VS-ST 79th
  • BOY 401(k)
  • SCH near Hall's Retirement Plan
  • EBSA ind #4780

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 Wholesale Trade retirement plans → · Plans in New York →

Local 812 Annuity Fund in the asset neighbourhood

Local 812 Annuity Fund$34MHall's Retirement Plan$34MSan Antonio Winery, Inc. 401(k) PlanSan Antonio Winery, Inc. 401…$34M401(k)/Profit Sharing Plan of Dean Mead401(k)/Profit Sharing Plan o…$34MGastroenterology Associates of New Jersey 401(k) PlanGastroenterology Associates …$34M
End-of-year total assets ($M) among Local 812 Annuity Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$34M
Net Income$13M
Employer EIN874819968
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Local 812 Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees Local 812 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$34M 213.96854996767013% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $10.9M $34.3M ▲ +214.1%
Year Plans Participants Total Assets
2022 1 N/A $11M
2023 1 2,285 $22M
2024 1 2,289 $34M

Nearby 401(k) Plans in New York

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

Local 812 Annuity Fund vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Local 812 Annuity Fund, Total assets ($B): 0.034329855 · Participants: 2289Local 812 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
Local 812 Annuity Fund vs. nearby 401(k) plans in New York, assets vs. participants
Compare Local 812 Annuity Fund side-by-side with 3 peers →

Local 812 Annuity Fund's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Hall's Retirement Plan in KS ($34M); by covered participants it is Thompson Construction Group, Inc. 401(k) Profit Sharing Plan in SC (2,290 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,289 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 Local 812 Annuity Fund assets move in 2024? ▼
Local 812 Annuity Fund surged - up 58.2% during 2024, from $22M to $34M. Reported net income was $13M.
How have Board of Trustees Local 812 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Local 812 Annuity Fund's sponsor-wide assets grew 214.0%, from $11M to $34M.
Where does Local 812 Annuity Fund rank by assets among Form 5500 filers? ▼
Local 812 Annuity Fund ranks in the 79th 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 401(k) plans are similar in size to Local 812 Annuity Fund? ▼
Among 401(k) plans in other states, the closest by assets is Hall's Retirement Plan in KS ($34M, 1,127 participants).
Which 401(k) plans cover a similar participant headcount to Local 812 Annuity Fund? ▼
Among 401(k) plans in other states, the closest by covered participants is Thompson Construction Group, Inc. 401(k) Profit Sharing Plan in SC (2,290 participants, $67M 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 874819968.

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.