U A LOCAL 322 ANNUITY FUND
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
UNITED ASSOCIATION LOCAL 322 ANNUITY FUND
This Money Purchase plan holds $149M in total assets and serves 2,178 participants as of 2024. It is sponsored by UNITED ASSOCIATION LOCAL 322 ANNUITY FUND in New Jersey. The plan reported positive net income of $9M for the year.
What the Filing Says About U A LOCAL 322 ANNUITY FUND
U A LOCAL 322 ANNUITY FUND is a Money Purchase retirement plan sponsored by UNITED ASSOCIATION LOCAL 322 ANNUITY FUND, headquartered in New Jersey. As of the 2024 Form 5500 filing, the plan reports $149M in total end-of-year assets and covers 2,178 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 222708962, and the plan has been effective since 1986-03-18. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $140M at the beginning of 2024 to $149M at year-end — a gain of 6.4%. Net assets (after liabilities) closed the year at $149M, with reported net income of $9M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $140M |
| Total Assets (End of Year) | $149M |
| Net Assets (End of Year) | $149M |
| Net Income | $9M |
| Plan Type | Money Purchase |
| Employer EIN | 222708962 |
| Plan Effective Date | 1986-03-18 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (UNITED ASSOCIATION LOCAL 322 ANNUITY FUND)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,032 | $130M |
| 2023 | 1 | 2,032 | $140M |
| 2024 | 1 | 2,178 | $149M |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans — same state, same plan type — ranked by total assets.
- NOVO NORDISK INC. MONEY PURCHASE PLAN $1.0B · 5,135
- LOCAL 68 ENGINEERS UNION ANNUITY PLAN $919M · 5,196
- NYSA-ILA MONEY PURCHASE PENSION FUND AND PLAN $787M · 4,634
- EDUCATIONAL TESTING SERVICE 401(A) RETIREMENT PLAN $577M · 3,310
- PLUMBERS & PIPEFITTERS LOCAL 9 SURETY PLAN $287M · 2,179
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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 222708962.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.