Other · DOL Form 5500 · 2024
Board of Trustees-Boilermakers Local Lodge No. 5 Annuity Fund Retirement Plan
Data updated 2026-08-25
- $54M
- Total assets Below avg plan size
- 566
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $95,442
- Avg per participant Below avg balance/head
Official DOL plan name: Boilermakers Local Lodge No. 5 Annuity Fund · Sponsored by Board of Trustees-Boilermakers Local Lodge No. 5 Annuity Fund · New York · Manufacturing
$54M in assets, 566 participants
Board of Trustees-Boilermakers Local Lodge No. 5 Annuity Fund's Boilermakers Local Lodge No. 5 Annuity Fund reported $54M in total assets and 566 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #13,965 in Manufacturing (17,777 peers)
Where Boilermakers Local Lodge No. 5 Annuity Fund sits by assets
Boilermakers Local Lodge No. 5 Annuity Fund sits in the top quartile of all filed plans by assets, $54M for 566 participants (~$95,442/participant), up 2.2% in 2024.
- #13,965
- in Manufacturing (17,777 peers)
- +2.2%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Boilermakers Local Lodge No. 5 Annuity Fund's outsized position by total assets
Boilermakers Local Lodge No. 5 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$54,020,140 Top 15% higher than 85% 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
Boilermakers Local Lodge No. 5 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. Boilermakers Local Lodge No. 5 Annuity Fund sits mid-pack in the medium band (566 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Boilermakers Local Lodge No. 5 Annuity Fund reported net income fell from $6M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Boilermakers Local Lodge No. 5 Annuity Fund reported participants fell from 583 in the plan year 2023 filing to 566 in the plan year 2024 filing.
- Boilermakers Local Lodge No. 5 Annuity Fund end-of-year assets rose from $53M in the plan year 2023 filing to $54M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 516129775 · Board of Trustees-Boilermakers Local Lodge No. 5 Annuity Fund PY 2024 · Other
Boilermakers Local Lodge No. 5 Annuity Fund · $54M · 566 · 85th
- ASSETS $54M
- PCT 566
- EIN 85th
- RANK Other
- PHOTO near Minneapolis Institute of Art Retirement and Savings Plan
- IND ind #13965
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 Manufacturing retirement plans → · Plans in New York →
Boilermakers Local Lodge No. 5 Annuity Fund in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $54M |
| Net Income | $1M |
| Employer EIN | 516129775 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees-Boilermakers Local Lodge No. 5 Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees-Boilermakers Local Lodge No. 5 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $54M 15.794540119381676% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 568 | $47M |
| 2023 | 1 | 583 | $53M |
| 2024 | 1 | 566 | $54M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Boilermakers Local Lodge No. 5 Annuity Fund's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Minneapolis Institute of Art Retirement and Savings Plan in MN ($54M); by covered participants it is 403(b) Thrift Plan for Employees of Planned Parenthood North Central States in MN (566 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($54M here).
Similar participant headcount
Nearest other-state filings by covered participants (566 participants); asset peers above are excluded.
- 403(b) Thrift Plan for Employees of Planned Parenthood North Central States (MN) 566 · 0 off
- Wayside Youth & Family Support Network, Inc. 403(b) Plan (MA) 567 · 1 off
- Brooks Range 401(k) Profit Sharing Plan K'oyitl'ots'ina, Ltd. (AK) 565 · 1 off
- Mount Saint Mary's University 403(b) Retirement Pl (CA) 567 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.