Profit Sharing · DOL Form 5500 · 2022

Bd of Trustees Heavy & General Laborers' of Nj Annuity Fund Profit Sharing Plan

Data updated 2026-08-06

$1.3B
Total assets
8,556
Participants
99th
Percentile by assets
$151,987
Avg per participant
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Official DOL plan name: Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan · Sponsored by Bd of Trustees Heavy & General Laborers' of Nj Annuity Fund · New Jersey · Construction

$1.3B in assets, 8,556 participants

Bd of Trustees Heavy & General Laborers' of Nj Annuity Fund's Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan reported $1.3B in total assets and 8,556 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • 99th percentile by assets (of 139,258 plans)
  • #9,857 in Construction (9,938 peers)

Coverage in New Jersey

Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan covers 8,556 participants in New Jersey, 9.9x the typical New Jersey plan (state average ~865 per filing). Assets: $1.3B.

$1.3B
total plan assets (2022 EOY)
8,556
covered participants
99th
percentile by assets (of 139,258 plans)
$151,987
avg assets per participant

The plan reported a net loss of $161M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry

Participants vs New Jersey filers

In New Jersey, the average filing covers about 865 participants across 3,927 plans. Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan reports 8,556 participants - 9.9x that state average ($1.3B EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)$1.4B
Net Assets (End of Year)$1.3B
Net Income-$161M
Employer EIN222331070
Plan Effective Date1980-10-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Bd of Trustees Heavy & General Laborers' of Nj Annuity Fund)

$1.2B$1.3B$1.4B$1.5B$1.6B 202220232024 $1.3B $1.55B ▲ +19.2%
Total plan assets by year, all Bd of Trustees Heavy & General Laborers' of Nj Annuity Fund plans on file
Year Plans Participants Total Assets
2022 1 8,556 $1.3B
2023 1 8,602 $1.4B
2024 1 8,865 $1.6B

Nearby Profit Sharing Plans in New Jersey

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

Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants

Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 020004000600080001000012000 00.511.522.5 Total assets ($B) Participants Heavy & General Labo…Ernst & Young Partne…Princeton University…Operating Engineers …IBEW Local Union No …Consolidated Defined…
Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants

Scale composition for Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan

Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan reports $1.3B in end-of-year assets across 8,556 participants (0.011% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.010% of 89,805,449 covered participants) - about $151,987 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2022 was -$161M.

This plan identity (EIN 222331070, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.3B to $1.6B (+19.3%) while covered participants moved from 8,556 to 8,865 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 8,556 $1.3B This page
2023 8,602 $1.4B Open filing
2024 · index core 8,865 $1.6B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan assets move in 2022?
Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan pulled back noticeably - down 10.2% during 2022, from $1.4B to $1.3B. Reported net income was -$161M.
How have Bd of Trustees Heavy & General Laborers' of Nj Annuity Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Bd of Trustees Heavy & General Laborers' of Nj Annuity Fund's sponsor-wide assets grew 19.3%, from $1.3B to $1.6B.
Where does Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan rank by assets among Form 5500 filers?
Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan ranks in the 99th percentile by end-of-year assets among 139,258 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Profit Sharing plans are similar in size to Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan?
Among Profit Sharing plans in other states, the closest by assets is North Atlantic States Carpenters Annuity Plan in CT ($1.2B, 10,777 participants).

Next read for Heavy & General Laborers' Local Unions 4…

Filing takeaways

Ways to act on Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan's numbers.

  • By total assets, Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan ranks among the largest 1% of all filed plans. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in New Jersey. Compare plans
  • Bd of Trustees Heavy & General Laborers' of Nj Annuity Fund's sponsor-wide assets have grown 19.3% since 2022 across 3 plan years on file. More Construction plans