Laborers Local 235 Annuity Fund retirement plan: assets, participants and fees
What Laborers Local 235 Annuity Fund'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 | Marshall & Moss Admin Services | Schedule C ↗ |
| Independent auditor | Citrin Cooperman & Company, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 98 defined-contribution plans in construction with 1,000 to 4,999 participants.
| Laborers Local 235 Annuity Fund: employer contribution per participant | $1,659 | |
| Peer median | $3,042 |
| Laborers Local 235 Annuity Fund: average balance | $27,123 | |
| Peer median | $88,965 |
| Laborers Local 235 Annuity Fund: admin expenses ÷ assets | 0.89% | |
| Peer median | 0.18% |
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 $60.1M at the end of plan year 2021 to $60.6M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 2,238 | $60.6M | $3.7M | $1,659 | 0.89% | Not published | Form 5500 ↗ |
| 2024 | 2,009 | $57.8M | $3.6M | $1,813 | 0.97% | Not published | Form 5500 ↗ |
| 2023 | 1,969 | $52.1M | $3.8M | $1,905 | 0.93% | Not published | Form 5500 ↗ |
| 2022 | 3,083 | $48.5M | $2.9M | $955 | 0.89% | Not published | Form 5500 ↗ |
| 2021 | 3,457 | $60.1M | $3.5M | $999 | 0.91% | Not published | Form 5500 ↗ |
Common questions
Does Laborers Local 235 Annuity Fund match 401(k) contributions?
The match terms for the Laborers Local 235 Annuity Fund have not been published from its filing yet. The plan year 2025 filing reports $3.7M in employer contributions, about $1,659 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Laborers Local 235 Annuity Fund 401(k) match vested?
The vesting schedule for the Laborers Local 235 Annuity Fund is not in the data published so far. Your Summary Plan Description states it.
Who manages the Laborers Local 235 Annuity Fund 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Marshall & Moss Admin Services. The plan administrator is Laborers Local 235 Annuity Fund.
I left Laborers Local 235 Annuity Fund. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Laborers Local 235 Annuity Fund, (914) 592-3331) or the recordkeeper, Marshall & Moss Admin Services. The Laborers Local 235 Annuity Fund old 401(k) page lists the contacts from every plan filing. Find an old Laborers Local 235 Annuity Fund 401(k)
Data from the public Form 5500 annual reports Laborers Local 235 Annuity Fund 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 Laborers Local 235 Annuity Fund. Not financial advice. Report a correction · Methodology