Board of Trustees - Annuity Fund Local 764 retirement plan: assets, participants and fees
What Board of Trustees - Annuity Fund Local 764's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Benefit Plans, Inc. | Schedule C ↗ |
| Independent auditor | Schultheis & Panettieri LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 214 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Board of Trustees - Annuity Fund Local 764: employer contribution per participant | $2,588 | |
| Peer median | $3,266 |
| Board of Trustees - Annuity Fund Local 764: average balance | $62,575 | |
| Peer median | $137,177 |
| Board of Trustees - Annuity Fund Local 764: admin expenses ÷ assets | 0.47% | |
| Peer median | 0.08% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $170M at the end of plan year 2021 to $201M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 3,215 | $201M | $8.3M | $2,588 | 0.47% | Not published | Form 5500 ↗ |
| 2024 | 3,204 | $177M | $8.4M | $2,609 | 0.53% | Not published | Form 5500 ↗ |
| 2023 | 3,174 | $165M | $6.6M | $2,083 | 0.53% | Not published | Form 5500 ↗ |
| 2022 | 3,148 | $149M | $7.8M | $2,493 | 0.52% | Not published | Form 5500 ↗ |
| 2021 | 2,870 | $170M | $4.9M | $1,698 | 0.15% | Not published | Form 5500 ↗ |
Common questions
Does Board of Trustees - Annuity Fund Local 764 match 401(k) contributions?
The match terms for the Annuity Fund of Wardrobe Attendants Union Local 764 have not been published from its filing yet. The plan year 2025 filing reports $8.3M in employer contributions, about $2,588 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Board of Trustees - Annuity Fund Local 764 401(k) match vested?
The vesting schedule for the Annuity Fund of Wardrobe Attendants Union Local 764 is not in the data published so far. Your Summary Plan Description states it.
Who manages the Board of Trustees - Annuity Fund Local 764 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Benefit Plans, Inc.. The plan administrator is Board of Trustees - Annuity Fund Local 764.
I left Board of Trustees - Annuity Fund Local 764. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Board of Trustees - Annuity Fund Local 764, (212) 957-3900) or the recordkeeper, Benefit Plans, Inc.. The Board of Trustees - Annuity Fund Local 764 old 401(k) page lists the contacts from every plan filing. Find an old Board of Trustees - Annuity Fund Local 764 401(k)
Data from the public Form 5500 annual reports Board of Trustees - Annuity Fund Local 764 filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Board of Trustees - Annuity Fund Local 764. Not financial advice. Report a correction · Methodology