Money Purchase · DOL Form 5500 · 2024
Board of Trustees - Annuity Fund Local 764 Money Purchase Plan
Data updated 2026-08-25
- $177M
- Total assets Near avg plan size
- 1,879
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $94,428
- Avg per participant Below avg balance/head
Official DOL plan name: Annuity Fund of Wardrobe Attendants Union Local 764 · Sponsored by Board of Trustees - Annuity Fund Local 764 · New York · Finance & Insurance
$177M in assets, 1,879 participants
Board of Trustees - Annuity Fund Local 764's Annuity Fund of Wardrobe Attendants Union Local 764 reported $177M in total assets and 1,879 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #7,708 in Finance & Insurance (8,549 peers)
Coverage in New York
Annuity Fund of Wardrobe Attendants Union Local 764 covers 1,879 participants in New York, 2.4x the typical New York plan (state average ~798 per filing). Assets: $177M.
- #7,708
- in Finance & Insurance (8,549 peers)
- +7.5%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Annuity Fund of Wardrobe Attendants Union Local 764's outsized position by total assets
Annuity Fund of Wardrobe Attendants Union Local 764 vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$177,429,414 Top 6% higher than 94% 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
Annuity Fund of Wardrobe Attendants Union Local 764'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. Annuity Fund of Wardrobe Attendants Union Local 764 lands in the large band (1,879 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Annuity Fund of Wardrobe Attendants Union Local 764 reported net income fell from $16M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Annuity Fund of Wardrobe Attendants Union Local 764 end-of-year assets rose from $165M in the plan year 2023 filing to $177M in the plan year 2024 filing.
- Annuity Fund of Wardrobe Attendants Union Local 764 reported participants fell from 1,929 in the plan year 2023 filing to 1,879 in the plan year 2024 filing.
DOL schedule card
Filing strip 133720229 · Board of Trustees - Annuity Fund Local 764 PY 2024 · Money Purchase
Annuity Fund of Wardrobe Attendants Union Local 764 · $177M · 1,879 · 94th
- VS-ST $177M
- BOY 1,879
- SCH 94th
- EBSA Money Purchase
- PART near Hawaii Annuity Trust Fund for Operating Engineers
- TYPE ind #7708
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 Fund of Wardrobe Attendants Union Local 764 in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $165M |
|---|---|
| Net Assets (End of Year) | $177M |
| Net Income | $12M |
| Employer EIN | 133720229 |
| Plan Effective Date | 1980-12-19 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees - Annuity Fund Local 764)
Sponsor-wide plan assets over time
All Board of Trustees - Annuity Fund Local 764 plans reported in each filing year
- Latest sponsor-wide plan assets
- $177M 18.515735104841387% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,666 | $150M |
| 2023 | 1 | 1,929 | $165M |
| 2024 | 1 | 1,879 | $177M |
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
Annuity Fund of Wardrobe Attendants Union Local 764's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Hawaii Annuity Trust Fund for Operating Engineers in CA ($177M); by covered participants it is Bozeman Health Retirement Plan in MT (1,879 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($177M here).
- Hawaii Annuity Trust Fund for Operating Engineers (CA) $177M · 2,249
- Sheet Metal Workers Local 91 Annuity Plan (IL) $176M · 638
- Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan (MA) $179M · 314
- Milton Hershey School Money Purchase Pension Plan (PA) $181M · 1,500
Similar participant headcount
Nearest other-state filings by covered participants (1,879 participants); asset peers above are excluded.
- Bozeman Health Retirement Plan (MT) 1,879 · 0 off
- Santa Clara University Defined Contribution Retirement Plan (CA) 1,889 · 10 off
- IBEW Local Union No. 915 Pension-Annuity Fund (TN) 1,864 · 15 off
- Greater Texas IBEW NECA Annuity Plan (TX) 1,845 · 34 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.