401(k) · DOL Form 5500 · 2024

Board of Trustees of Division a Annuity Fund 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
805
Participants Near avg headcount
58th
Percentile by assets National rank
$14,028
Avg per participant Low balance/head
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Official DOL plan name: Division a Annuity Fund · Sponsored by Board of Trustees of Division a Annuity Fund · New York · Food Services & Accommodation

$11M in assets, 805 participants

Board of Trustees of Division a Annuity Fund's Division a Annuity Fund reported $11M in total assets and 805 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,162 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Division a Annuity Fund ranks #3,162 of 3,672 2024 filers by assets (173% of the sector average)-$11M for 805 participants.

#3,162
in Food Services & Accommodation (3,672 peers)
+18.0%
assets growth YoY

Division a Annuity Fund's mid-pack asset rank among Food Services & Accommodation and all filers

Division a Annuity Fund vs every filed plan by assets

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

$11,292,194 Top 42% higher than 58% 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

Division a 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. Division a Annuity Fund sits mid-pack in the medium band (805 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Division a Annuity Fund end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Division a Annuity Fund reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Division a Annuity Fund reported participants rose from 696 in the plan year 2023 filing to 805 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 562290624 · Board of Trustees of Division a Annuity Fund PY 2024 · 401(k)

Division a Annuity Fund · $11M · 805 · 58th

  • PART $11M
  • PART 805
  • PART 58th
  • PART 401(k)
  • PART near Omaha National Group Retirement Plan
  • PART ind #3162

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 Food Services & Accommodation retirement plans → · Plans in New York →

Division a Annuity Fund in the asset neighbourhood

Division a Annuity Fund$11MOmaha National Group Retirement PlanOmaha National Group Retirem…$11MVicarious Surgical Inc. 401(k) PlanVicarious Surgical Inc. 401(…$11MThe 401(k) Profit Sharing Plan of the Commercial Club of ChicagoThe 401(k) Profit Sharing Pl…$11MKinseth Hotel Corporation 401(k) Retirement Savings PlanKinseth Hotel Corporation 40…$11M
End-of-year total assets ($M) among Division a Annuity Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN562290624
Plan Effective Date2002-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Division a Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Division a Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$11M 38.43703448251343% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.16M $11.3M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 749 $8M
2023 1 696 $10M
2024 1 805 $11M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Division a Annuity Fund vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Division a Annuity Fund, Total assets ($B): 0.011292194 · Participants: 805Division a Annuity FundIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Division a Annuity Fund vs. nearby 401(k) plans in New York, assets vs. participants
Compare Division a Annuity Fund side-by-side with 3 peers →

Division a Annuity Fund's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Omaha National Group Retirement Plan in NE ($11M); by covered participants it is Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust in WA (805 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (805 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 Division a Annuity Fund assets move in 2024? ▼
Division a Annuity Fund grew sharply - up 18.0% during 2024, from $10M to $11M. Reported net income was $2M.
How have Board of Trustees of Division a Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Division a Annuity Fund's sponsor-wide assets grew 38.4%, from $8M to $11M.
Which 401(k) plans are similar in size to Division a Annuity Fund? ▼
Among 401(k) plans in other states, the closest by assets is Omaha National Group Retirement Plan in NE ($11M, 237 participants).
Which 401(k) plans cover a similar participant headcount to Division a Annuity Fund? ▼
Among 401(k) plans in other states, the closest by covered participants is Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust in WA (805 participants, $112M 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 562290624.

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.