ESOP
2024 plan-year ESOP DOL Form 5500

Metal Lathers Local 46 Annuity Fund

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

Sponsored by Board of Trustees of Metal Lathers Local 46 Annuity Fund · New York · Construction

What the 2023 filing shows

Metal Lathers Local 46 Annuity Fund holds $328M for 1,833 participants — about $179,130 per participant, up 6.0% over the 2024 plan year.

$328M
total plan assets (2024 EOY)
1,833
covered participants
$179,130
avg assets per participant
+6.0%
assets growth YoY
Total Assets (2023)
$328M
Participants
1,833
State
Industry
Construction

What the Filing Says About Metal Lathers Local 46 Annuity Fund

Metal Lathers Local 46 Annuity Fund is a ESOP retirement plan sponsored by Board of Trustees of Metal Lathers Local 46 Annuity Fund, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $328M in total end-of-year assets and covers 1,833 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 136179359, and the plan has been effective since 1965-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $310M at the beginning of 2024 to $328M at year-end — a gain of 6.0%. Net assets (after liabilities) closed the year at $328M, with reported net income of $19M 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)$310M
Total Assets (End of Year)$328M
Net Assets (End of Year)$328M
Net Income$19M
Plan TypeESOP
Employer EIN136179359
Plan Effective Date1965-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Metal Lathers Local 46 Annuity Fund)

Year Plans Participants Total Assets
2022 1 1,970 $288M
2023 1 1,906 $310M
2024 1 1,833 $328M

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Frequently Asked Questions

How much money is in the Metal Lathers Local 46 Annuity Fund?
As of the 2024 Form 5500 filing, Metal Lathers Local 46 Annuity Fund holds $328M in total assets with 1,833 participants. It is sponsored by Board of Trustees of Metal Lathers Local 46 Annuity Fund.
What type of plan is Metal Lathers Local 46 Annuity Fund?
Metal Lathers Local 46 Annuity Fund is a ESOP plan. It has been effective since 1965-01-01. The plan is filed with the U.S. Department of Labor under EIN 136179359.
Who sponsors the Metal Lathers Local 46 Annuity Fund?
Metal Lathers Local 46 Annuity Fund is sponsored by Board of Trustees of Metal Lathers Local 46 Annuity Fund, located in New York. The sponsor's EIN is 136179359 and the plan operates in the Construction industry.
How did Metal Lathers Local 46 Annuity Fund perform in 2024?
Metal Lathers Local 46 Annuity Fund grew by 6.0% during 2024, moving from $310M to $328M in total assets. Net income was $19M.
Where can I find official filings for Metal Lathers Local 46 Annuity Fund?
Official Form 5500 filings for Metal Lathers Local 46 Annuity Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 136179359 or plan name at efast.dol.gov.
How does Metal Lathers Local 46 Annuity Fund compare to other plans?
You can compare Metal Lathers Local 46 Annuity Fund against other ESOP 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 136179359.

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 U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.