Money Purchase · DOL Form 5500 · 2024
Local 68 Engineers Union Annuity Fund Board of Trustees Money Purchase Plan
Data updated 2026-08-25
- $971M
- Total assets Above avg plan size
- 5,385
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $180,367
- Avg per participant Above avg balance/head
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.
- #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.
- #4,340
- in Administrative & Support Services (4,368 peers)
- +5.7%
- assets growth YoY
- 9.7×
- vs typical plan assets (national mean)
Local 68 Engineers Union Annuity Plan's outsized position by total assets
Local 68 Engineers Union Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$971,277,750 Top 2% higher than 98% 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
Local 68 Engineers Union Annuity Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 68 Engineers Union Annuity Plan lands in the large band (5,385 participants).
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.
DOL schedule card
Filing strip 226289939 · Local 68 Engineers Union Annuity Fund Board of Trustees PY 2024 · Money Purchase
Local 68 Engineers Union Annuity Plan · $971M · 5,385 · 98th
- EBSA $971M
- EBSA 5,385
- EBSA 98th
- EBSA Money Purchase
- EBSA near Excavators Union Local 731 Annuity Fund
- EBSA ind #4340
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 Administrative & Support Services retirement plans → · Plans in New Jersey →
Local 68 Engineers Union Annuity Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Local 68 Engineers Union Annuity Fund Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $971M 11.483827004853056% vs 2022
- 2024 filing year
| 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.
- 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 |
Local 68 Engineers Union Annuity Plan's out-of-state Money Purchase peers by assets and headcount
Outside New Jersey, the nearest Money Purchase by assets is Excavators Union Local 731 Annuity Fund in NY ($953M); by covered participants it is Local 804 Annuity Fund in NY (5,428 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($971M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (5,385 participants); asset peers above are excluded.
- Local 804 Annuity Fund (NY) 5,428 · 43 off
- Samaritan Health Services Retirement Plan (OR) 5,342 · 43 off
- Telephone and Data Systems, Inc. Pension Plan (WI) 5,326 · 59 off
- Ufcw Local 2013 Annuity Fund (NY) 5,516 · 131 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.