Money Purchase · DOL Form 5500 · 2024
Local 445 Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 368
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $48,107
- Avg per participant Low balance/head
Official DOL plan name: Local 445 Annuity Fund · Sponsored by Local 445 Annuity Fund · New York · Finance & Insurance
$18M in assets, 368 participants
Local 445 Annuity Fund's Local 445 Annuity Fund reported $18M in total assets and 368 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #4,464 in Finance & Insurance (8,549 peers)
Coverage in New York
Local 445 Annuity Fund covers 368 participants in New York, about 46% of the average New York filer (state average ~798 per filing). Assets: $18M.
- #4,464
- in Finance & Insurance (8,549 peers)
- -0.2%
- assets change YoY
The plan reported a net loss of $22K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Local 445 Annuity Fund's outsized position by total assets
Local 445 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,703,210 Top 32% higher than 68% 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 445 Annuity Fund among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 445 Annuity Fund sits mid-pack in the medium band (368 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Local 445 Annuity Fund reported net income rose from -$182K in the plan year 2023 filing to -$22K in the plan year 2024 filing.
- Local 445 Annuity Fund reported participants rose from 353 in the plan year 2023 filing to 368 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 141731806 · Local 445 Annuity Fund PY 2024 · Money Purchase
Local 445 Annuity Fund · $18M · 368 · 68th
- 5500 $18M
- 5500 368
- 5500 68th
- 5500 Money Purchase
- 5500 near Duane T. Corley, P.C. Money Purchase Plan
- 5500 ind #4464
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 Finance & Insurance retirement plans → · Plans in New York →
Local 445 Annuity Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$22K |
| Employer EIN | 141731806 |
| Plan Effective Date | 1990-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Local 445 Annuity Fund)
Sponsor-wide plan assets over time
All Local 445 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 1.0912351716133033% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 415 | $18M |
| 2023 | 1 | 353 | $18M |
| 2024 | 1 | 368 | $18M |
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
Local 445 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Duane T. Corley, P.C. Money Purchase Plan in TX ($18M); by covered participants it is Plumbers & Steamfitters Local 248 Annuity Plan in KY (366 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (368 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.