Money Purchase · DOL Form 5500 · 2024

Board of Trustees Local 713 Annuity Fund Money Purchase Plan

Data updated 2026-08-11

$34M
Total assets: 25,523
Participants: 79th
Percentile by assets: $1,323
Avg per participant

Official DOL plan name: International Brotherhood of Trade Unions Local 713 Annuity Fund · Sponsored by Board of Trustees Local 713 Annuity Fund · New York · Construction

$34M in assets, 25,523 participants

Board of Trustees Local 713 Annuity Fund's International Brotherhood of Trade Unions Local 713 Annuity Fund reported $34M in total assets and 25,523 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.

79th percentile by assets (of 123,622 plans)
#7,005 in Construction (9,039 peers)

Coverage in New York

International Brotherhood of Trade Unions Local 713 Annuity Fund covers 25,523 participants in New York, 32x the typical New York plan (state average ~798 per filing). Assets: $34M.

$34M
total plan assets (2024 EOY): 25,523
covered participants: 79th
percentile by assets (of 123,622 plans): $1,323
avg assets per participant

International Brotherhood of Trade Unions Local 713 Annuity Fund end-of-year assets rose from $29M in the plan year 2023 filing to $34M in the plan year 2024 filing.
International Brotherhood of Trade Unions Local 713 Annuity Fund reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
International Brotherhood of Trade Unions Local 713 Annuity Fund reported participants fell from 26,434 in the plan year 2023 filing to 25,523 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Construction

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. International Brotherhood of Trade Unions Local 713 Annuity Fund reports 25,523 participants - 32x that state average ($34M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$29M
Net Assets (End of Year)	$34M
Net Income	$5M
Employer EIN	261908711
Plan Effective Date	2008-02-06
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees Local 713 Annuity Fund)

Total plan assets by year, all Board of Trustees Local 713 Annuity Fund plans on file

Year	Plans	Participants	Total Assets
2022	1	24,237	$23M
2023	1	26,434	$29M
2024	1	25,523	$34M

Nearby Money Purchase Plans in New York

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

International Brotherhood of Trade Unions Local 713 Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants

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

Compare International Brotherhood of Trade Union… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to International Brotherhood of Trade Unions Local 713 Annuity Fund by total assets, not by location.

Salud Family Health Retirement Plan (CO) $34M · 528
Iron Workers Local #397 Annuity Fund (TN) $34M · 1,627
Inland Refrigeration and Air Conditioning Retirement Trust Fund (CA) $33M · 187
The Flying Tiger Line Inc. Variable Annuity Pension Plan for Pilots (TN) $33M · N/A

Frequently Asked Questions

How did International Brotherhood of Trade Unions Local 713 Annuity Fund assets move in 2024? ▼

International Brotherhood of Trade Unions Local 713 Annuity Fund grew sharply - up 17.6% during 2024, from $29M to $34M. Reported net income was $5M.

How have Board of Trustees Local 713 Annuity Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees Local 713 Annuity Fund's sponsor-wide assets grew 47.8%, from $23M to $34M.

Where does International Brotherhood of Trade Unions Local 713 Annuity Fund rank by assets among Form 5500 filers? ▼

International Brotherhood of Trade Unions Local 713 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 Money Purchase plans are similar in size to International Brotherhood of Trade Unions Local 713 Annuity Fund? ▼

Among Money Purchase plans in other states, the closest by assets is Salud Family Health Retirement Plan in CO ($34M, 528 participants).

Next read for International Brotherhood of Trade Union…

Filing takeaways

Ways to act on International Brotherhood of Trade Unions Local 713 Annuity Fund's numbers.

By total assets, International Brotherhood of Trade Unions Local 713 Annuity Fund ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
Board of Trustees Local 713 Annuity Fund's sponsor-wide assets have grown 47.8% since 2022 across 3 plan years on file. More Construction plans

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 261908711.