Profit Sharing · DOL Form 5500 · 2022

Construction Workers Local 147 Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
19
Participants Small participant base
77th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Construction Workers Local 147 Annuity Fund · Sponsored by Construction Workers Local 147 Annuity Fund · New Jersey · Construction

$20M in assets, 19 participants

Construction Workers Local 147 Annuity Fund's Construction Workers Local 147 Annuity Fund reported $20M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #7,628 in Construction (9,927 peers)

Where Construction Workers Local 147 Annuity Fund sits by assets

Construction Workers Local 147 Annuity Fund sits in the top quartile of all filed plans by assets, $20M for 19 participants (~$1.1M/participant), down 19.7% in 2022.

#7,628
in Construction (9,927 peers)
-19.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Construction Workers Local 147 Annuity Fund's outsized position by total assets

Construction Workers Local 147 Annuity Fund vs every filed plan by assets

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

$20,292,848 Top 23% higher than 77% 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

Construction Workers Local 147 Annuity Fund among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Construction Workers Local 147 Annuity Fund is a small filing (19 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 133161716 · Construction Workers Local 147 Annuity Fund PY 2022 · Profit Sharing

Construction Workers Local 147 Annuity Fund · $20M · 19 · 77th

  • BOOK $20M
  • VS-ST 19
  • BOY 77th
  • SCH Profit Sharing
  • EBSA near Presbyterian Senior Living Defined Contribution Retirement Plan
  • PART ind #7628

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 New Jersey →

Construction Workers Local 147 Annuity Fund in the asset neighbourhood

The Conference Board, Inc. (U.S. Staff Members) Supplemental Retirement PlanThe Conference Board, Inc. (…$20MPresbyterian Senior Living Defined Contribution Retirement PlanPresbyterian Senior Living D…$20MConstruction Workers Local 147 Annuity FundConstruction Workers Local 1…$20MConsidine & Considine 401(k) Profit Sharing Plan and TrustConsidine & Considine 401(k)…$20MG and D Wallace, Inc Profit Sharing PlanG and D Wallace, Inc Profit …$20M
End-of-year total assets ($M) among Construction Workers Local 147 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)$25M
Net Assets (End of Year)$20M
Net Income-$5M
Employer EIN133161716
Plan Effective Date1982-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Construction Workers Local 147 Annuity Fund)

Sponsor-wide plan assets over time

All Construction Workers Local 147 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$23M 13.228448761849496% vs 2022
2024 filing year
$20M$21M$22M$23M$24M 202220232024 $20.3M $23M ▲ +13.3%
Year Plans Participants Total Assets
2022 1 19 $20M
2023 1 76 $21M
2024 1 102 $23M

Nearby Profit Sharing Plans in New Jersey

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

Construction Workers Local 147 Annuity Fund vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Construction Workers Local 147 Annuity Fund, Total assets ($B): 0.020292848 · Participants: 19Construction Workers Local 147 Annuity FundErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.170942715 · Participants: 2189Ernst & Young Partnership Retirement (Hr-10) PlanPrinceton University Retirement Plan, Total assets ($B): 1.829863121 · Participants: 8141Princeton University Retirement PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.328796729 · Participants: 10006Operating Engineers Local 825 Profit Sharing FundHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.300397825 · Participants: 8556Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.592706172 · Participants: 3061IBEW Local Union No 102 Surety Plan
Construction Workers Local 147 Annuity Fund vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Construction Workers Local 147 Annuity Fund side-by-side with 3 peers →

Construction Workers Local 147 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is Presbyterian Senior Living Defined Contribution Retirement Plan in PA ($20M); by covered participants it is Crivelli Ford, Inc. Profit Sharing Plan in PA (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Construction Workers Local 147 Annuity Fund assets move in 2022? ▼
Construction Workers Local 147 Annuity Fund declined sharply - down 19.7% during 2022, from $25M to $20M. Reported net income was -$5M.
How have Construction Workers Local 147 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Construction Workers Local 147 Annuity Fund's sponsor-wide assets grew 13.2%, from $20M to $23M.
Where does Construction Workers Local 147 Annuity Fund rank by assets among Form 5500 filers? ▼
Construction Workers Local 147 Annuity Fund ranks in the 77th 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 Construction Workers Local 147 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Presbyterian Senior Living Defined Contribution Retirement Plan in PA ($20M, 1,419 participants).
Which Profit Sharing plans cover a similar participant headcount to Construction Workers Local 147 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crivelli Ford, Inc. Profit Sharing Plan in PA (19 participants, N/A 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 133161716.

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.