Money Purchase · DOL Form 5500 · 2024

Excavators Union Local 731 Annuity Board of Trustees Money Purchase Plan

Data updated 2026-08-25

$953M
Total assets Above avg plan size
6,236
Participants Above avg headcount
98th
Percentile by assets National rank
$152,899
Avg per participant Above avg balance/head
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Official DOL plan name: Excavators Union Local 731 Annuity Fund · Sponsored by Excavators Union Local 731 Annuity Board of Trustees · New York · Finance & Insurance

$953M in assets, 6,236 participants

Excavators Union Local 731 Annuity Board of Trustees's Excavators Union Local 731 Annuity Fund reported $953M in total assets and 6,236 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,290 in Finance & Insurance (8,549 peers)

Coverage in New York

Excavators Union Local 731 Annuity Fund covers 6,236 participants in New York, 7.8x the typical New York plan (state average ~798 per filing). Assets: $953M.

#8,290
in Finance & Insurance (8,549 peers)
+12.4%
assets growth YoY
9.6×
vs typical plan assets (national mean)

Excavators Union Local 731 Annuity Fund's outsized position by total assets

Excavators Union Local 731 Annuity Fund vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$953,477,715 Top 2% higher than 98% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Excavators Union Local 731 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. Excavators Union Local 731 Annuity Fund lands in the large band (6,236 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Excavators Union Local 731 Annuity Fund reported net income rose from $77M in the plan year 2023 filing to $105M in the plan year 2024 filing.
  • Excavators Union Local 731 Annuity Fund end-of-year assets rose from $848M in the plan year 2023 filing to $953M in the plan year 2024 filing.
  • Excavators Union Local 731 Annuity Fund reported participants rose from 5,582 in the plan year 2023 filing to 6,236 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 510136348 · Excavators Union Local 731 Annuity Board of Trustees PY 2024 · Money Purchase

Excavators Union Local 731 Annuity Fund · $953M · 6,236 · 98th

  • TYPE $953M
  • TYPE 6,236
  • TYPE 98th
  • TYPE Money Purchase
  • TYPE near Nysa-Ila Money Purchase Pension Fund and Plan
  • TYPE ind #8290

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 →

Excavators Union Local 731 Annuity Fund in the asset neighbourhood

Local 68 Engineers Union Annuity PlanLocal 68 Engineers Union Ann…$971MExcavators Union Local 731 Annuity FundExcavators Union Local 731 A…$953MNysa-Ila Money Purchase Pension Fund and PlanNysa-Ila Money Purchase Pens…$936MMassachusetts Financial Services Company Defined Contribution PlanMassachusetts Financial Serv…$936M401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff401(a) Def Cont Ret Plan for…$933M
End-of-year total assets ($M) among Excavators Union Local 731 Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$848M
Net Assets (End of Year)$953M
Net Income$105M
Employer EIN510136348
Plan Effective Date1972-07-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Excavators Union Local 731 Annuity Board of Trustees)

Sponsor-wide plan assets over time

All Excavators Union Local 731 Annuity Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$953M 23.768501561556246% vs 2022
2024 filing year
$700M$800M$900M$1,000M 202220232024 $770M $953M ▲ +23.8%
Year Plans Participants Total Assets
2022 1 5,574 $770M
2023 1 5,582 $848M
2024 1 6,236 $953M

Nearby Money Purchase Plans in New York

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

Excavators Union Local 731 Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. 01000020000300004000050000 02468 Total assets ($B) Participants Excavators Union Local 731 Annuity Fund, Total assets ($B): 0.953477715 · Participants: 6236Excavators Union Local 731 Annuity FundTiaa Retirement Plan, Total assets ($B): 5.903718286 · Participants: 11906Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.876243 · Participants: 47199Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 2.152151099 · Participants: 15274McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.539461125 · Participants: 2624Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.218944937 · Participants: 2357Iron Workers Locals 40, 361 & 417 Annuity Fund
Excavators Union Local 731 Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Excavators Union Local 731 Annuity Fund side-by-side with 3 peers →

Scale composition for Excavators Union Local 731 Annuity Fund

Excavators Union Local 731 Annuity Fund reports $953M in end-of-year assets across 6,236 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $152,899 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2024 was $105M.

This plan identity (EIN 510136348, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $770M to $953M (+23.8%) while covered participants moved from 5,574 to 6,236 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,574 $770M Open filing
2023 5,582 $848M Open filing
2024 · index core 6,236 $953M This page

Excavators Union Local 731 Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Nysa-Ila Money Purchase Pension Fund and Plan in NJ ($936M); by covered participants it is Florida Ubc Supplemental Pension Plan in TN (6,292 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6,236 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.

Frequently Asked Questions

How did Excavators Union Local 731 Annuity Fund assets move in 2024? ▼
Excavators Union Local 731 Annuity Fund grew at a solid clip - up 12.4% during 2024, from $848M to $953M. Reported net income was $105M.
How have Excavators Union Local 731 Annuity Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excavators Union Local 731 Annuity Board of Trustees's sponsor-wide assets grew 23.8%, from $770M to $953M.
Where does Excavators Union Local 731 Annuity Fund rank by assets among Form 5500 filers? ▼
Excavators Union Local 731 Annuity Fund ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to Excavators Union Local 731 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Nysa-Ila Money Purchase Pension Fund and Plan in NJ ($936M, 4,689 participants).
Which Money Purchase plans cover a similar participant headcount to Excavators Union Local 731 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Florida Ubc Supplemental Pension Plan in TN (6,292 participants, N/A in assets).

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 510136348.

Read our methodology - how this data is sourced, computed, and verified.

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