Money Purchase · DOL Form 5500 · 2024
Board of Trustees of United Plant Production Workers L175 Annuity Fd Money Purchase Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 645
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $57,422
- Avg per participant Low balance/head
Official DOL plan name: United Plant & Production Workers L175 Annuity Fund · Sponsored by Board of Trustees of United Plant Production Workers L175 Annuity Fd · New York · Finance & Insurance
$37M in assets, 645 participants
Board of Trustees of United Plant Production Workers L175 Annuity Fd's United Plant & Production Workers L175 Annuity Fund reported $37M in total assets and 645 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.
- #5,938 in Finance & Insurance (8,549 peers)
Where United Plant & Production Workers L175 Annuity Fund sits by assets
United Plant & Production Workers L175 Annuity Fund sits in the top quartile of all filed plans by assets, $37M for 645 participants (~$57,422/participant), up 9.5% in 2024.
- #5,938
- in Finance & Insurance (8,549 peers)
- +9.5%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
United Plant & Production Workers L175 Annuity Fund's outsized position by total assets
United Plant & Production Workers L175 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$37,037,248 Top 20% higher than 80% 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
United Plant & Production Workers L175 Annuity Fund 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. United Plant & Production Workers L175 Annuity Fund sits mid-pack in the medium band (645 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- United Plant & Production Workers L175 Annuity Fund reported participants fell from 851 in the plan year 2023 filing to 645 in the plan year 2024 filing.
- United Plant & Production Workers L175 Annuity Fund reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- United Plant & Production Workers L175 Annuity Fund end-of-year assets rose from $34M in the plan year 2023 filing to $37M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 203143138 · Board of Trustees of United Plant Production Workers L175 Annuity Fd PY 2024 · Money Purchase
United Plant & Production Workers L175 Annuity Fund · $37M · 645 · 80th
- TYPE $37M
- NET 645
- BOOK 80th
- VS-ST Money Purchase
- BOY near Money Purchase Retirement Plan of U.a. Local 716
- SCH ind #5938
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 →
United Plant & Production Workers L175 Annuity Fund in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $3M |
| Employer EIN | 203143138 |
| Plan Effective Date | 2005-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of United Plant Production Workers L175 Annuity Fd)
Sponsor-wide plan assets over time
All Board of Trustees of United Plant Production Workers L175 Annuity Fd plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 18.800760907411437% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 720 | $31M |
| 2023 | 1 | 851 | $34M |
| 2024 | 1 | 645 | $37M |
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
United Plant & Production Workers L175 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Money Purchase Retirement Plan of U.a. Local 716 in CT ($37M); by covered participants it is I.a.H.F.I.a.W. Local No. 32 - Annuity Fund in NJ (643 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
Similar participant headcount
Nearest other-state filings by covered participants (645 participants); asset peers above are excluded.
- I.a.H.F.I.a.W. Local No. 32 - Annuity Fund (NJ) 643 · 2 off
- Allied Workers Local 48 Annuity Plan (TN) 647 · 2 off
- The New England Center for Children, Inc. Target Benefit Plan (MA) 642 · 3 off
- Sheet Metal Workers Local 91 Annuity Plan (IL) 638 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.