Profit Sharing · DOL Form 5500 · 2022

Board of Trustees Local 60 Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$160M
Total assets Near avg plan size
1,130
Participants Near avg headcount
95th
Percentile by assets National rank
$141,605
Avg per participant Near avg balance/head
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Official DOL plan name: Westchester Heavy Construction Laborers Local 60 Annuity Fund · Sponsored by Board of Trustees Local 60 Annuity Fund · New York · Finance & Insurance

$160M in assets, 1,130 participants

Board of Trustees Local 60 Annuity Fund's Westchester Heavy Construction Laborers Local 60 Annuity Fund reported $160M in total assets and 1,130 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,465 in Finance & Insurance (9,261 peers)

Where Westchester Heavy Construction Laborers Local 60 Annuity Fund sits by assets

Westchester Heavy Construction Laborers Local 60 Annuity Fund sits in the top 5% of all filed plans by assets, $160M for 1,130 participants (~$141,605/participant), down 13.4% in 2022.

#8,465
in Finance & Insurance (9,261 peers)
-13.4%
assets change YoY
1.6×
vs typical plan assets (national mean)

The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Westchester Heavy Construction Laborers Local 60 Annuity Fund's outsized position by total assets

Westchester Heavy Construction Laborers Local 60 Annuity Fund vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$160,014,143 Top 5% higher than 95% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Westchester Heavy Construction Laborers Local 60 Annuity Fund's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westchester Heavy Construction Laborers Local 60 Annuity Fund lands in the large band (1,130 participants).

Plan-year Form 5500 strip

Filing strip 133344192 · Board of Trustees Local 60 Annuity Fund PY 2022 · Profit Sharing

Westchester Heavy Construction Laborers Local 60 Annuity Fund · $160M · 1,130 · 95th

  • NET $160M
  • BOOK 1,130
  • VS-ST 95th
  • BOY Profit Sharing
  • SCH near IBEW-NECA Retirement Plan
  • EBSA ind #8465

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 Finance & Insurance retirement plans → · Plans in New York →

Westchester Heavy Construction Laborers Local 60 Annuity Fund in the asset neighbourhood

Methodist Hospital of Southern California Retirement SavingsMethodist Hospital of Southe…$163MManagement & Training Corporation Retirement PlanManagement & Training Corpor…$163MIBEW-NECA Retirement Plan$162MWestchester Heavy Construction Laborers Local 60 Annuity FundWestchester Heavy Constructi…$160MHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanHewlett Packard Enterprise P…$158M
End-of-year total assets ($M) among Westchester Heavy Construction Laborers Local 60 Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$185M
Net Assets (End of Year)$160M
Net Income-$25M
Employer EIN133344192
Plan Effective Date1986-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Local 60 Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees Local 60 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$200M 25.08769490456853% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $160M $200M ▲ +25.1%
Year Plans Participants Total Assets
2022 1 1,130 $160M
2023 1 1,093 $181M
2024 1 1,026 $200M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Westchester Heavy Construction Laborers Local 60 Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 00.511.522.5 Total assets ($B) Participants Westchester Heavy Construction Laborers Local 60 Annuity Fund, Total assets ($B): 0.160014143 · Participants: 1130Westchester Heavy Construction Laborers Local 60 Annuity FundAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
Westchester Heavy Construction Laborers Local 60 Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Westchester Heavy Construction Laborers Local 60 Annuity Fund side-by-side with 3 peers →

Westchester Heavy Construction Laborers Local 60 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is IBEW-NECA Retirement Plan in MO ($162M); by covered participants it is I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust in IN (1,130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,130 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Westchester Heavy Construction Laborers Local 60 Annuity Fund assets move in 2022? ▼
Westchester Heavy Construction Laborers Local 60 Annuity Fund pulled back noticeably - down 13.4% during 2022, from $185M to $160M. Reported net income was -$25M.
How have Board of Trustees Local 60 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Local 60 Annuity Fund's sponsor-wide assets grew 25.1%, from $160M to $200M.
Where does Westchester Heavy Construction Laborers Local 60 Annuity Fund rank by assets among Form 5500 filers? ▼
Westchester Heavy Construction Laborers Local 60 Annuity Fund ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Westchester Heavy Construction Laborers Local 60 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is IBEW-NECA Retirement Plan in MO ($162M, 601 participants).
Which Profit Sharing plans cover a similar participant headcount to Westchester Heavy Construction Laborers Local 60 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust in IN (1,130 participants, $18M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133344192.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.