Money Purchase · DOL Form 5500 · 2024
Local 68 Engineers Union Annuity Fund Board of Trustees Money Purchase Plan
Data updated 2026-08-11
- $971M
- Total assets
- 5,385
- Participants
- 98th
- Percentile by assets
- $180,367
- Avg per participant
Official DOL plan name: Local 68 Engineers Union Annuity Plan · Sponsored by Local 68 Engineers Union Annuity Fund Board of Trustees · New Jersey · Administrative & Support Services
$971M in assets, 5,385 participants
Local 68 Engineers Union Annuity Fund Board of Trustees's Local 68 Engineers Union Annuity Plan reported $971M in total assets and 5,385 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 123,622 plans)
- #4,340 in Administrative & Support Services (4,368 peers)
Coverage in New Jersey
Local 68 Engineers Union Annuity Plan covers 5,385 participants in New Jersey, 6.4x the typical New Jersey plan (state average ~844 per filing). Assets: $971M.
- $971M
- total plan assets (2024 EOY)
- 5,385
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $180,367
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Local 68 Engineers Union Annuity Plan reported net income rose from $42M in the plan year 2023 filing to $58M in the plan year 2024 filing.
- Local 68 Engineers Union Annuity Plan end-of-year assets rose from $919M in the plan year 2023 filing to $971M in the plan year 2024 filing.
- Local 68 Engineers Union Annuity Plan reported participants rose from 5,196 in the plan year 2023 filing to 5,385 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. Local 68 Engineers Union Annuity Plan reports 5,385 participants - 6.4x that state average ($971M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $919M |
|---|---|
| Net Assets (End of Year) | $971M |
| Net Income | $58M |
| Employer EIN | 226289939 |
| Plan Effective Date | 1976-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Local 68 Engineers Union Annuity Fund Board of Trustees)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,455 | $871M |
| 2023 | 1 | 5,196 | $919M |
| 2024 | 1 | 5,385 | $971M |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Local 68 Engineers Union Annuity Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants
- Princeton University Retirement Plan $2.4B · 8,833
- 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
- Plumbers & Pipefitters Local 9 Surety Plan $311M · 2,205
Scale composition for Local 68 Engineers Union Annuity Plan
Local 68 Engineers Union Annuity Plan reports $971M in end-of-year assets across 5,385 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $180,367 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2024 was $58M.
This plan identity (EIN 226289939, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $871M to $971M (+11.5%) while covered participants moved from 5,455 to 5,385 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,455 | $871M | Open filing |
| 2023 | 5,196 | $919M | Open filing |
| 2024 · index core | 5,385 | $971M | This page |
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Local 68 Engineers Union Annuity Plan by total assets, not by location.
- Excavators Union Local 731 Annuity Fund (NY) $953M · 6,236
- Massachusetts Financial Services Company Defined Contribution Plan (MA) $936M · 1,723
- 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff (NH) $933M · 4,152
- William Marsh Rice University Defined Contribution Retirement Plan (TX) $930M · 6,787
Frequently Asked Questions
How did Local 68 Engineers Union Annuity Plan assets move in 2024? ▼
How have Local 68 Engineers Union Annuity Fund Board of Trustees plan assets changed over time? ▼
Where does Local 68 Engineers Union Annuity Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Local 68 Engineers Union Annuity Plan? ▼
Next read for Local 68 Engineers Union Annuity Plan
Filing takeaways
Ways to act on Local 68 Engineers Union Annuity Plan's numbers.
- By total assets, Local 68 Engineers Union Annuity Plan ranks in the top 5% 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
- Local 68 Engineers Union Annuity Fund Board of Trustees's sponsor-wide assets have grown 11.5% since 2022 across 3 plan years on file. More Administrative & Support Services plans