Money Purchase · DOL Form 5500 · 2024
Board of Trustees Local 338 Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $61M
- Total assets Below avg plan size
- 6,724
- Participants Above avg headcount
- 86th
- Percentile by assets National rank
- $9,065
- Avg per participant Low balance/head
Official DOL plan name: Local 338 Annuity Fund · Sponsored by Board of Trustees Local 338 Annuity Fund · New York · Retail Trade
$61M in assets, 6,724 participants
Board of Trustees Local 338 Annuity Fund's Local 338 Annuity Fund reported $61M in total assets and 6,724 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #7,427 in Retail Trade (8,048 peers)
Coverage in New York
Local 338 Annuity Fund covers 6,724 participants in New York, 8.4x the typical New York plan (state average ~798 per filing). Assets: $61M.
- #7,427
- in Retail Trade (8,048 peers)
- +23.8%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Local 338 Annuity Fund's outsized position by total assets
Local 338 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$60,954,006 Top 14% higher than 86% 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
Local 338 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. Local 338 Annuity Fund lands in the large band (6,724 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Local 338 Annuity Fund end-of-year assets rose from $49M in the plan year 2023 filing to $61M in the plan year 2024 filing.
- Local 338 Annuity Fund reported participants rose from 6,065 in the plan year 2023 filing to 6,724 in the plan year 2024 filing.
- Local 338 Annuity Fund reported net income rose from $12M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 271596066 · Board of Trustees Local 338 Annuity Fund PY 2024 · Money Purchase
Local 338 Annuity Fund · $61M · 6,724 · 86th
- EOY $61M
- EOY 6,724
- EOY 86th
- EOY Money Purchase
- EOY near Plumbers & Pipefitters Local 162 Retirement Savings Plan
- EOY ind #7427
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 Retail Trade retirement plans → · Plans in New York →
Local 338 Annuity Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | $61M |
| Net Income | $12M |
| Employer EIN | 271596066 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Local 338 Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees Local 338 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $61M 60.20411317199697% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,950 | $38M |
| 2023 | 1 | 6,065 | $49M |
| 2024 | 1 | 6,724 | $61M |
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
Scale composition for Local 338 Annuity Fund
Local 338 Annuity Fund reports $61M in end-of-year assets across 6,724 participants (0.000% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $9,065 per participant (7% of the national average assets-per-participant) . Net income for plan year 2024 was $12M.
This plan identity (EIN 271596066, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $38M to $61M (+60.2%) while covered participants moved from 5,950 to 6,724 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,950 | $38M | Open filing |
| 2023 | 6,065 | $49M | Open filing |
| 2024 · index core | 6,724 | $61M | This page |
Local 338 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Plumbers & Pipefitters Local 162 Retirement Savings Plan in OH ($61M); by covered participants it is The Children's Mercy Hospital Retirement Plan in MO (6,714 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($61M here).
Similar participant headcount
Nearest other-state filings by covered participants (6,724 participants); asset peers above are excluded.
- The Children's Mercy Hospital Retirement Plan (MO) 6,714 · 10 off
- Southeast Laborers Supplemental Pension Fund (TN) 6,709 · 15 off
- William Marsh Rice University Defined Contribution Retirement Plan (TX) 6,787 · 63 off
- Mid-Atlantic States District Council Participating Locals Annuity Fund (VA) 6,604 · 120 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.