Local 338 Annuity Fund retirement plans

Local 338 Annuity Fund, Mineola, NY. EIN 27-1596066. Annual reports 2009–2024.

Local 338 Annuity Fund has one active retirement plan on file, the Local 338 Annuity Fund, with 13,890 participants and $60.7 million in assets in 2024. No traditional pension plan appears in Local 338 Annuity Fund's filings since 2009.

Active plans: 1
Participants: 13,890
Plan assets: $60.7 million
Plans on file: 1
Industry: Retail

The plan

Local 338 Annuity Fund

Money purchase pensionActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 27-1596066
Participants (2024): 13,890
Net assets (2024): $60.7 million
Last listed recordkeeper: Innovative Software Solutions2010
Plan administrator: Local 338 Annuity Fund
1505 Kellum Place
Mineola, NY 11501
(516) 294-1338As filed for 2024
In effect since: January 1, 2009

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	13,890	$60.7 million	not listed
2023	13,932	$49.0 million	not listed
2022	12,738	$37.4 million	not listed
2021	12,098	$37.8 million	not listed
2020	11,094	$29.7 million	not listed
2019	10,160	$25.1 million	not listed
2018	8,957	$18.7 million	not listed
2017	7,778	$14.2 million	not listed
2016	6,585	$9.6 million	not listed
2015	5,391	$4.7 million	not listed
2014	2,186	$3.1 million	not listed
2013	1,719	$2.2 million	not listed
2012	1,116	$1.3 million	not listed
2011	419	$626,517	not listed
2010	246	$348,270	Innovative Software Solutions
2009	714	$189,320	not listed

If you had money in one of these plans

Or call the plan administrator listed on the plan below ((516) 294-1338). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Local 338 Annuity Fund

If you had money in one of these plans

What these numbers are

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