Money Purchase · DOL Form 5500 · 2024

Board of Trustees of the Money Purchase Retirement Plan U.a. Local Money Purchase Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
340
Participants Below avg headcount
80th
Percentile by assets National rank
$108,530
Avg per participant Below avg balance/head
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Official DOL plan name: Money Purchase Retirement Plan of U.a. Local 716 · Sponsored by Board of Trustees of the Money Purchase Retirement Plan U.a. Local · Connecticut · Construction

$37M in assets, 340 participants

Board of Trustees of the Money Purchase Retirement Plan U.a. Local's Money Purchase Retirement Plan of U.a. Local 716 reported $37M in total assets and 340 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,117 in Construction (9,039 peers)

Coverage in Connecticut

Money Purchase Retirement Plan of U.a. Local 716 covers 340 participants in Connecticut, about 47% of the average Connecticut filer (state average ~718 per filing). Assets: $37M.

#7,117
in Construction (9,039 peers)
+2.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Money Purchase Retirement Plan of U.a. Local 716's outsized position by total assets

Money Purchase Retirement Plan of U.a. Local 716 vs every filed plan by assets

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

$36,900,134 Top 20% higher than 80% 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

Money Purchase Retirement Plan of U.a. Local 716 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. Money Purchase Retirement Plan of U.a. Local 716 sits mid-pack in the medium band (340 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Money Purchase Retirement Plan of U.a. Local 716 reported net income fell from $4M in the plan year 2023 filing to $839K in the plan year 2024 filing.
  • Money Purchase Retirement Plan of U.a. Local 716 reported participants fell from 447 in the plan year 2023 filing to 340 in the plan year 2024 filing.
  • Money Purchase Retirement Plan of U.a. Local 716 end-of-year assets rose from $36M in the plan year 2023 filing to $37M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 010219039 · Board of Trustees of the Money Purchase Retirement Plan U.a. Local PY 2024 · Money Purchase

Money Purchase Retirement Plan of U.a. Local 716 · $37M · 340 · 80th

  • BOOK $37M
  • BOOK 340
  • BOOK 80th
  • BOOK Money Purchase
  • BOOK near United Plant & Production Workers L175 Annuity Fund
  • BOOK ind #7117

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 Construction retirement plans → · Plans in Connecticut →

Money Purchase Retirement Plan of U.a. Local 716 in the asset neighbourhood

Carpenters Local Union No 491 Annuity PlanCarpenters Local Union No 49…$37MInternational Brotherhood of Electrical Workers Local Union #756 Pension FundInternational Brotherhood of…$37MUnited Plant & Production Workers L175 Annuity FundUnited Plant & Production Wo…$37MMoney Purchase Retirement Plan of U.a. Local 716Money Purchase Retirement Pl…$37MUnited Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity FundUnited Union of Roofers, Wat…$37M
End-of-year total assets ($M) among Money Purchase Retirement Plan of U.a. Local 716 and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$37M
Net Income$839K
Employer EIN010219039
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Money Purchase Retirement Plan U.a. Local)

Sponsor-wide plan assets over time

All Board of Trustees of the Money Purchase Retirement Plan U.a. Local plans reported in each filing year

Latest sponsor-wide plan assets
$37M 13.824103039249833% vs 2022
2024 filing year
$30M$32M$34M$36M$38M 202220232024 $32.4M $36.9M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 460 $32M
2023 1 447 $36M
2024 1 340 $37M

Nearby Money Purchase Plans in Connecticut

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

Money Purchase Retirement Plan of U.a. Local 716 vs. nearby Money Purchase plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Money Purchase Retirement Plan of U.a. Local 716, Total assets ($M): 36.900134 · Participants: 340Money Purchase Retirement Plan of U.a. Local 716New England Electrical Workers Money Purchase Plan and Trust, Total assets ($M): 870.342846 · Participants: 9637New England Electrical Workers Money Purchase Plan and TrustEquinor US Holdings Inc. Money Purchase Pension Plan, Total assets ($M): 199.628221 · Participants: 683Equinor US Holdings Inc. Money Purchase Pension PlanSouthern Ct IBEW Annuity Plan, Total assets ($M): 86.006269 · Participants: 477Southern Ct IBEW Annuity PlanIBEW Local No. 223 Deferred Income Plan, Total assets ($M): 30.235031 · Participants: 631IBEW Local No. 223 Deferred Income PlanThames Valley Council for Community Action, Inc. Money Purchase Pension Plan, Total assets ($M): 12.04857 · Participants: 120Thames Valley Council for Community Action, Inc. Money Purchase Pension Plan
Money Purchase Retirement Plan of U.a. Local 716 vs. nearby Money Purchase plans in Connecticut, assets vs. participants
Compare Money Purchase Retirement Plan of U.a. Local 716 side-by-side with 3 peers →

Money Purchase Retirement Plan of U.a. Local 716's out-of-state Money Purchase peers by assets and headcount

Outside Connecticut, the nearest Money Purchase by assets is United Plant & Production Workers L175 Annuity Fund in NY ($37M); by covered participants it is Oup USA Defined Contribution Retirement Plan in NY (340 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (340 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 Money Purchase Retirement Plan of U.a. Local 716 assets move in 2024? ▼
Money Purchase Retirement Plan of U.a. Local 716 edged up modestly - up 2.3% during 2024, from $36M to $37M. Reported net income was $839K.
How have Board of Trustees of the Money Purchase Retirement Plan U.a. Local plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Money Purchase Retirement Plan U.a. Local's sponsor-wide assets grew 13.8%, from $32M to $37M.
Where does Money Purchase Retirement Plan of U.a. Local 716 rank by assets among Form 5500 filers? ▼
Money Purchase Retirement Plan of U.a. Local 716 ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Money Purchase Retirement Plan of U.a. Local 716? ▼
Among Money Purchase plans in other states, the closest by assets is United Plant & Production Workers L175 Annuity Fund in NY ($37M, 645 participants).
Which Money Purchase plans cover a similar participant headcount to Money Purchase Retirement Plan of U.a. Local 716? ▼
Among Money Purchase plans in other states, the closest by covered participants is Oup USA Defined Contribution Retirement Plan in NY (340 participants, $73M 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 010219039.

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.