Profit Sharing · DOL Form 5500 · 2022

Board of Trustees Derrickmens Annuity Fund, Local 197 Profit Sharing Plan

Data updated 2026-08-11

$36M
Total assets
229
Participants
85th
Percentile by assets
$155,924
Avg per participant
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Official DOL plan name: Derrickmens Annuity Fund, Local 197 · Sponsored by Board of Trustees Derrickmens Annuity Fund, Local 197 · New York · Construction

$36M in assets, 229 participants

Board of Trustees Derrickmens Annuity Fund, Local 197's Derrickmens Annuity Fund, Local 197 reported $36M in total assets and 229 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • 85th percentile by assets (of 139,126 plans)
  • #8,291 in Construction (9,927 peers)

Coverage in New York

Derrickmens Annuity Fund, Local 197 covers 229 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $36M.

$36M
total plan assets (2022 EOY)
229
covered participants
85th
percentile by assets (of 139,126 plans)
$155,924
avg assets per participant

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Derrickmens Annuity Fund, Local 197 reports 229 participants - about 29% of that state average ($36M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$36M
Net Income-$7M
Employer EIN516112621
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Derrickmens Annuity Fund, Local 197)

$30M$35M$40M$45M$50M 202220232024 $35.7M $44.4M ▲ +24.3%
Total plan assets by year, all Board of Trustees Derrickmens Annuity Fund, Local 197 plans on file
Year Plans Participants Total Assets
2022 1 229 $36M
2023 1 170 $42M
2024 1 184 $44M

Nearby Profit Sharing Plans in New York

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

Derrickmens Annuity Fund, Local 197 vs. nearby Profit Sharing plans in New York, assets vs. participants

Derrickmens Annuity Fund, Local 197 vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Derrickmens Annuity …Annuity Plan of the …Annuity Fund Iuoe Lo…Annuity Fd of the Iu…The Research Foundat…Mason Tenders Distri…
Derrickmens Annuity Fund, Local 197 vs. nearby Profit Sharing plans in New York, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Derrickmens Annuity Fund, Local 197 by total assets, not by location.

Frequently Asked Questions

How did Derrickmens Annuity Fund, Local 197 assets move in 2022?
Derrickmens Annuity Fund, Local 197 declined sharply - down 17.3% during 2022, from $43M to $36M. Reported net income was -$7M.
How have Board of Trustees Derrickmens Annuity Fund, Local 197 plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees Derrickmens Annuity Fund, Local 197's sponsor-wide assets grew 24.3%, from $36M to $44M.
Where does Derrickmens Annuity Fund, Local 197 rank by assets among Form 5500 filers?
Derrickmens Annuity Fund, Local 197 ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Derrickmens Annuity Fund, Local 197?
Among Profit Sharing plans in other states, the closest by assets is Wayne Unc 401(a) Plan in NC ($36M, 1,319 participants).

Next read for Derrickmens Annuity Fund, Local 197

Filing takeaways

Ways to act on Derrickmens Annuity Fund, Local 197's numbers.

  • By total assets, Derrickmens Annuity Fund, Local 197 ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
  • Board of Trustees Derrickmens Annuity Fund, Local 197's sponsor-wide assets have grown 24.3% since 2022 across 3 plan years on file. More Construction plans