Profit Sharing · DOL Form 5500 · 2022
United Assn of Journeymen & Apprnc Local 198 AFL-CIO Annuity Trust Fun Profit Sharing Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 3,085
- Participants Above avg headcount
- 78th
- Percentile by assets National rank
- $6,969
- Avg per participant Low balance/head
Official DOL plan name: United Association of Journeymen & Apprentice Annuity Trust Fund · Sponsored by United Assn of Journeymen & Apprnc Local 198 AFL-CIO Annuity Trust Fun · Florida · Construction
$21M in assets, 3,085 participants
United Assn of Journeymen & Apprnc Local 198 AFL-CIO Annuity Trust Fun's United Association of Journeymen & Apprentice Annuity Trust Fund reported $21M in total assets and 3,085 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.
- #7,704 in Construction (9,927 peers)
Coverage in Florida
United Association of Journeymen & Apprentice Annuity Trust Fund covers 3,085 participants in Florida, 4.9x the typical Florida plan (state average ~628 per filing). Assets: $21M.
- #7,704
- in Construction (9,927 peers)
- -14.3%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
United Association of Journeymen & Apprentice Annuity Trust Fund's outsized position by total assets
United Association of Journeymen & Apprentice Annuity Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$21,499,753 Top 22% higher than 78% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
United Association of Journeymen & Apprentice Annuity Trust 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. United Association of Journeymen & Apprentice Annuity Trust Fund lands in the large band (3,085 participants).
EBSA filing schedule strip
Filing strip 726205444 · United Assn of Journeymen & Apprnc Local 198 AFL-CIO Annuity Trust Fun PY 2022 · Profit Sharing
United Association of Journeymen & Apprentice Annuity Trust Fund · $21M · 3,085 · 78th
- VS-ST $21M
- VS-ST 3,085
- VS-ST 78th
- VS-ST Profit Sharing
- VS-ST near American Bank & Trust 401(k) Profit Sharing Plan
- VS-ST ind #7704
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 Construction retirement plans → · Plans in Florida →
United Association of Journeymen & Apprentice Annuity Trust Fund in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | -$4M |
| Employer EIN | 726205444 |
| Plan Effective Date | 2000-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Assn of Journeymen & Apprnc Local 198 AFL-CIO Annuity Trust Fun)
Sponsor-wide plan assets over time
All United Assn of Journeymen & Apprnc Local 198 AFL-CIO Annuity Trust Fun plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 28.058336298096076% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,085 | $21M |
| 2023 | 1 | 3,054 | $24M |
| 2024 | 1 | 3,109 | $28M |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pricewaterhousecoopers LLP $4.1B · 44,915
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $985M · 14,201
- Orlando Health, Inc. Retirement Savings Plan 401a $418M · 23,825
- Shands Health Care Matched Savings Account 401(a) $349M · 9,486
- American Maritime Officers Defined Contribution Plan $245M · 4,132
United Association of Journeymen & Apprentice Annuity Trust Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is American Bank & Trust 401(k) Profit Sharing Plan in SD ($21M); by covered participants it is Peacehealth Southwest Medical Center Employer Contribution Plan in WA (3,089 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (3,085 participants); asset peers above are excluded.
- Peacehealth Southwest Medical Center Employer Contribution Plan (WA) 3,089 · 4 off
- Local 743 Severance and Retirement Plan (IL) 3,072 · 13 off
- Structural Iron Workers Local #1 Annuity Plan (IL) 3,069 · 16 off
- Medical Information Technology, Inc. Profit Sharing Plan (MA) 3,109 · 24 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.