401(k)
2022 plan-year 401(k) DOL Form 5500

Westchester Heavy Construction Laborers Local 60 Annuity Fund

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees Local 60 Annuity Fund · New York · Finance & Insurance

What the 2023 filing shows

Westchester Heavy Construction Laborers Local 60 Annuity Fund holds $160M for 1,130 participants — about $141,605 per participant, down 13.4% over the 2022 plan year.

$160M
total plan assets (2022 EOY)
1,130
covered participants
$141,605
avg assets per participant
-13.4%
assets change YoY

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.

Total Assets (2023)
$160M
Participants
1,130
State
Industry
Finance & Insurance

What the Filing Says About Westchester Heavy Construction Laborers Local 60 Annuity Fund

Westchester Heavy Construction Laborers Local 60 Annuity Fund is a 401(k) retirement plan sponsored by Board of Trustees Local 60 Annuity Fund, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $160M in total end-of-year assets and covers 1,130 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 133344192, and the plan has been effective since 1986-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $185M at the beginning of 2022 to $160M at year-end — a decline of 13.4%. Net assets (after liabilities) closed the year at $160M, with reported net income of $-24,730,490 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$185M
Total Assets (End of Year)$160M
Net Assets (End of Year)$160M
Net Income$-24,730,490
Plan Type401(k)
Employer EIN133344192
Plan Effective Date1986-03-01
Filing StatusFILING RECEIVED

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

Year Plans Participants Total Assets
2022 1 1,130 $160M
2023 1 1,093 $181M
2024 1 1,026 $200M

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Frequently Asked Questions

How much money is in the Westchester Heavy Construction Laborers Local 60 Annuity Fund?
As of the 2022 Form 5500 filing, Westchester Heavy Construction Laborers Local 60 Annuity Fund holds $160M in total assets with 1,130 participants. It is sponsored by Board of Trustees Local 60 Annuity Fund.
What type of plan is Westchester Heavy Construction Laborers Local 60 Annuity Fund?
Westchester Heavy Construction Laborers Local 60 Annuity Fund is a 401(k) plan. It has been effective since 1986-03-01. The plan is filed with the U.S. Department of Labor under EIN 133344192.
Who sponsors the Westchester Heavy Construction Laborers Local 60 Annuity Fund?
Westchester Heavy Construction Laborers Local 60 Annuity Fund is sponsored by Board of Trustees Local 60 Annuity Fund, located in New York. The sponsor's EIN is 133344192 and the plan operates in the Finance & Insurance industry.
How did Westchester Heavy Construction Laborers Local 60 Annuity Fund perform in 2022?
Westchester Heavy Construction Laborers Local 60 Annuity Fund declined by 13.4% during 2022, moving from $185M to $160M in total assets. Net income was $-24,730,490.
Where can I find official filings for Westchester Heavy Construction Laborers Local 60 Annuity Fund?
Official Form 5500 filings for Westchester Heavy Construction Laborers Local 60 Annuity Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 133344192 or plan name at efast.dol.gov.
How does Westchester Heavy Construction Laborers Local 60 Annuity Fund compare to other plans?
You can compare Westchester Heavy Construction Laborers Local 60 Annuity Fund against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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