Money Purchase · DOL Form 5500 · 2024
United Association Local 322 Annuity Fund Money Purchase Plan
Data updated 2026-08-11
- $149M
- Total assets
- 2,178
- Participants
- 93rd
- Percentile by assets
- $68,209
- Avg per participant
Official DOL plan name: U a Local 322 Annuity Fund · Sponsored by United Association Local 322 Annuity Fund · New Jersey · Construction
$149M in assets, 2,178 participants
United Association Local 322 Annuity Fund's U a Local 322 Annuity Fund reported $149M in total assets and 2,178 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 123,622 plans)
- #8,268 in Construction (9,039 peers)
Coverage in New Jersey
U a Local 322 Annuity Fund covers 2,178 participants in New Jersey, 2.6x the typical New Jersey plan (state average ~844 per filing). Assets: $149M.
- $149M
- total plan assets (2024 EOY)
- 2,178
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $68,209
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- U a Local 322 Annuity Fund reported net income fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- U a Local 322 Annuity Fund reported participants rose from 2,032 in the plan year 2023 filing to 2,178 in the plan year 2024 filing.
- U a Local 322 Annuity Fund end-of-year assets rose from $140M in the plan year 2023 filing to $149M in the plan year 2024 filing.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. U a Local 322 Annuity Fund reports 2,178 participants - 2.6x that state average ($149M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $140M |
|---|---|
| Net Assets (End of Year) | $149M |
| Net Income | $9M |
| 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.
U a Local 322 Annuity Fund vs. nearby Money Purchase plans in New Jersey, assets vs. participants
- Princeton University Retirement Plan $2.4B · 8,833
- Local 68 Engineers Union Annuity Plan $971M · 5,385
- Nysa-Ila Money Purchase Pension Fund and Plan $936M · 4,689
- Educational Testing Service 401(a) Retirement Plan $593M · 3,097
- Ironworkers Local 11 Annuity Fund $395M · 1,148
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to U a Local 322 Annuity Fund by total assets, not by location.
- Mid-Atlantic States District Council Participating Locals Annuity Fund (VA) $149M · 6,604
- Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan (CA) $149M · 431
- Mcphs University Pension Plan (MA) $150M · 683
- Dentons Cohen & Grigsby P.C. Pension Plan (PA) $151M · 192
Frequently Asked Questions
How did U a Local 322 Annuity Fund assets move in 2024? ▼
How have United Association Local 322 Annuity Fund plan assets changed over time? ▼
Where does U a Local 322 Annuity Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to U a Local 322 Annuity Fund? ▼
Next read for U a Local 322 Annuity Fund
Filing takeaways
Ways to act on U a Local 322 Annuity Fund's numbers.
- By total assets, U a Local 322 Annuity Fund ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New Jersey. Compare plans
- United Association Local 322 Annuity Fund's sponsor-wide assets have grown 14.3% since 2022 across 3 plan years on file. More Construction plans