Money Purchase · DOL Form 5500 · 2024

Building Concrete Excavating Labor Bd of Trust Clerical Annuity Plan Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
32
Participants Small participant base
33rd
Percentile by assets National rank
$83,682
Avg per participant Below avg balance/head
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Official DOL plan name: Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 · Sponsored by Building Concrete Excavating Labor Bd of Trust Clerical Annuity Plan · New York · Finance & Insurance

$3M in assets, 32 participants

Building Concrete Excavating Labor Bd of Trust Clerical Annuity Plan's Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 reported $3M in total assets and 32 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #1,804 in Finance & Insurance (8,549 peers)

Building Concrete Excavating Labor Bd of Trust Clerical Annuity Plan multi-year trail

Building Concrete Excavating Labor Bd of Trust Clerical Annuity Plan's plans moved +16.0% in assets from 2022 to 2024; this filing shows Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 at $3M / 32 participants.

#1,804
in Finance & Insurance (8,549 peers)
+5.0%
assets growth YoY

Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 among the smaller filed plans by assets

Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 vs every filed plan by assets

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

$2,677,825 33rd percentile higher than 33% 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

Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 reported net income fell from $242K in the plan year 2023 filing to $128K in the plan year 2024 filing.
  • Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 reported participants fell from 33 in the plan year 2023 filing to 32 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 516120480 · Building Concrete Excavating Labor Bd of Trust Clerical Annuity Plan PY 2024 · Money Purchase

Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 · $3M · 32 · 33rd

  • ASSETS $3M
  • ASSETS 32
  • ASSETS 33rd
  • ASSETS Money Purchase
  • ASSETS near Profit Sharing Plan & Trust of Massie Furniture Company, Inc.
  • ASSETS ind #1804

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 →

Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 in the asset neighbourhood

Profit Sharing Plan & Trust of Massie Furniture Company, Inc.Profit Sharing Plan & Trust …$3MAnnuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731Annuity Plan for Clerical Em…$3MKallman Associates Profit Sharing Retirement PlanKallman Associates Profit Sh…$3MThe Contractors Retirement PlanThe Contractors Retirement P…$3MEvans & Son, Inc. Frozen Money Purchase Pension PlanEvans & Son, Inc. Frozen Mon…$3M
End-of-year total assets ($M) among Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Building Concrete Excavating Labor Bd of Trust Clerical Annuity Plan multi-year asset trail

Sponsor-wide plan assets over time

All Building Concrete Excavating Labor Bd of Trust Clerical Annuity Plan plans reported in each filing year

Latest sponsor-wide plan assets
$3M 16.03361814991847% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M 202220232024 $2.31M $2.68M ▲ +16.0%
Year Plans Participants Total Assets
2022 1 33 $2M
2023 1 33 $3M
2024 1 32 $3M

Building Concrete Excavating Labor Bd of Trust Clerical Annuity Plan filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$128K
Employer EIN516120480
Plan Effective Date1973-04-06
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

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

Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731, Total assets ($B): 0.002677825 · Participants: 32Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731Tiaa 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
Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 vs. nearby Money Purchase plans in New York, assets vs. participants

Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Profit Sharing Plan & Trust of Massie Furniture Company, Inc. in NC ($3M); by covered participants it is American Statistical Association Money Purchase Plan in VA (32 participants). Same-state nearby plans are listed separately above.

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 Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 assets move in 2024?
Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731 grew at a solid clip - up 5.0% during 2024, from $3M to $3M. Reported net income was $128K.
How have Building Concrete Excavating Labor Bd of Trust Clerical Annuity Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), Building Concrete Excavating Labor Bd of Trust Clerical Annuity Plan's sponsor-wide assets grew 16.0%, from $2M to $3M.
Which Money Purchase plans are similar in size to Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731?
Among Money Purchase plans in other states, the closest by assets is Profit Sharing Plan & Trust of Massie Furniture Company, Inc. in NC ($3M, 7 participants).
Which Money Purchase plans cover a similar participant headcount to Annuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731?
Among Money Purchase plans in other states, the closest by covered participants is American Statistical Association Money Purchase Plan in VA (32 participants, $7M in assets).