Money Purchase · DOL Form 5500 · 2024
Board of Trustees Local 713 Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 25,523
- Participants Very large workforce
- 79th
- Percentile by assets National rank
- $1,323
- Avg per participant Low balance/head
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.
- #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.
- #7,005
- in Construction (9,039 peers)
- +17.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
International Brotherhood of Trade Unions Local 713 Annuity Fund's outsized position by total assets
International Brotherhood of Trade Unions Local 713 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$33,755,584 Top 21% higher than 79% 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
International Brotherhood of Trade Unions Local 713 Annuity Fund's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. International Brotherhood of Trade Unions Local 713 Annuity Fund is a mega filing (25,523 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
DOL schedule card
Filing strip 261908711 · Board of Trustees Local 713 Annuity Fund PY 2024 · Money Purchase
International Brotherhood of Trade Unions Local 713 Annuity Fund · $34M · 25,523 · 79th
- BOY $34M
- BOY 25,523
- BOY 79th
- BOY Money Purchase
- BOY near Salud Family Health Retirement Plan
- BOY ind #7005
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 →
International Brotherhood of Trade Unions Local 713 Annuity Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees Local 713 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 47.75843325805101% vs 2022
- 2024 filing year
| 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.
- 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
International Brotherhood of Trade Unions Local 713 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Salud Family Health Retirement Plan in CO ($34M); by covered participants it is Carpenters Annuity Trust Fund for Northern California in CA (24,741 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 (25,523 participants); asset peers above are excluded.
- Carpenters Annuity Trust Fund for Northern California (CA) 24,741 · 782 off
- Southern California IBEW-NECA Defined Contribution Plan (CA) 26,682 · 1,159 off
- Ufcw No. California Food Employers Joint Individual Account Plan (CA) 24,156 · 1,367 off
- Pension Trust Fund for Operating Engineers Annuity Plan (CA) 23,224 · 2,299 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.