Money Purchase · DOL Form 5500 · 2024
Board of Trustees Local 804 Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $91M
- Total assets Below avg plan size
- 5,428
- Participants Above avg headcount
- 90th
- Percentile by assets National rank
- $16,752
- Avg per participant Low balance/head
Official DOL plan name: Local 804 Annuity Fund · Sponsored by Board of Trustees Local 804 Annuity Fund · New York · Transportation & Warehousing
$91M in assets, 5,428 participants
Board of Trustees Local 804 Annuity Fund's Local 804 Annuity Fund reported $91M in total assets and 5,428 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #2,885 in Transportation & Warehousing (3,299 peers)
Coverage in New York
Local 804 Annuity Fund covers 5,428 participants in New York, 6.8x the typical New York plan (state average ~798 per filing). Assets: $91M.
- #2,885
- in Transportation & Warehousing (3,299 peers)
- +5.9%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Local 804 Annuity Fund's outsized position by total assets
Local 804 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$90,931,177 Top 10% higher than 90% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Local 804 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 804 Annuity Fund lands in the large band (5,428 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Local 804 Annuity Fund reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Local 804 Annuity Fund end-of-year assets rose from $86M in the plan year 2023 filing to $91M in the plan year 2024 filing.
- Local 804 Annuity Fund reported participants fell from 5,690 in the plan year 2023 filing to 5,428 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 112506358 · Board of Trustees Local 804 Annuity Fund PY 2024 · Money Purchase
Local 804 Annuity Fund · $91M · 5,428 · 90th
- RANK $91M
- PHOTO 5,428
- IND 90th
- EOY Money Purchase
- 5500 near Electricians Local Union No. 606 Pension-Annuity Fund
- ASSETS ind #2885
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 Transportation & Warehousing retirement plans → · Plans in New York →
Local 804 Annuity Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $86M |
|---|---|
| Net Assets (End of Year) | $91M |
| Net Income | $5M |
| Employer EIN | 112506358 |
| Plan Effective Date | 1979-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Local 804 Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees Local 804 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $91M 15.11097228826245% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,730 | $79M |
| 2023 | 1 | 5,690 | $86M |
| 2024 | 1 | 5,428 | $91M |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $5.9B · 11,906
- Young Men's Christian Association Retirement Fund Retirement Plan $3.9B · 47,199
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.2B · 15,274
- Brookhaven Science Associates, LLC Retirement Plan $1.5B · 2,624
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 2,357
Scale composition for Local 804 Annuity Fund
Local 804 Annuity Fund reports $91M in end-of-year assets across 5,428 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $16,752 per participant (12% of the national average assets-per-participant) . Net income for plan year 2024 was $5M.
This plan identity (EIN 112506358, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $79M to $91M (+15.1%) while covered participants moved from 5,730 to 5,428 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,730 | $79M | Open filing |
| 2023 | 5,690 | $86M | Open filing |
| 2024 · index core | 5,428 | $91M | This page |
Local 804 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Electricians Local Union No. 606 Pension-Annuity Fund in TN ($91M); by covered participants it is Local 68 Engineers Union Annuity Plan in NJ (5,385 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($91M here).
- Electricians Local Union No. 606 Pension-Annuity Fund (TN) $91M · 2,069
- Institute for Advanced Study Defined Contribution Retirement Plan (NJ) $90M · 202
- Presbyterian Homes and Services Employees Retirement Savings and Investment Plan (MN) $92M · 4,866
- Augustana College Defined Contribution Retirement Plan (IL) $90M · 231
Similar participant headcount
Nearest other-state filings by covered participants (5,428 participants); asset peers above are excluded.
- Local 68 Engineers Union Annuity Plan (NJ) 5,385 · 43 off
- Samaritan Health Services Retirement Plan (OR) 5,342 · 86 off
- Telephone and Data Systems, Inc. Pension Plan (WI) 5,326 · 102 off
- Cement Masons Southern California Individual Retirement Account Defined Contribution Trust (CA) 5,554 · 126 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.