Profit Sharing · DOL Form 5500 · 2022
Construction Workers Local 147 Annuity Fund Profit Sharing Plan
Data updated 2026-08-11
- $20M
- Total assets
- 19
- Participants
- 77th
- Percentile by assets
- $1.1M
- Avg per participant
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.
- 77th percentile by assets (of 139,126 plans)
- #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.
- $20M
- total plan assets (2022 EOY)
- 19
- covered participants
- 77th
- percentile by assets (of 139,126 plans)
- $1.1M
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Construction Workers Local 147 Annuity Fund outranks 77% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$5M |
| Employer EIN | 133161716 |
| Plan Effective Date | 1982-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Construction Workers Local 147 Annuity Fund)
| 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
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.2B · 2,189
- Princeton University Retirement Plan $1.8B · 8,141
- Operating Engineers Local 825 Profit Sharing Fund $1.3B · 10,006
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.3B · 8,556
- IBEW Local Union No 102 Surety Plan $593M · 3,061
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Construction Workers Local 147 Annuity Fund by total assets, not by location.
- Presbyterian Senior Living Defined Contribution Retirement Plan (PA) $20M · 1,419
- Considine & Considine 401(k) Profit Sharing Plan and Trust (CA) $20M · 64
- The Conference Board, Inc. (U.S. Staff Members) Supplemental Retirement Plan (NY) $20M · 223
- G and D Wallace, Inc Profit Sharing Plan (WA) $20M · 48
Frequently Asked Questions
How did Construction Workers Local 147 Annuity Fund assets move in 2022? ▼
How have Construction Workers Local 147 Annuity Fund plan assets changed over time? ▼
Where does Construction Workers Local 147 Annuity Fund rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Construction Workers Local 147 Annuity Fund? ▼
Next read for Construction Workers Local 147 Annuity F…
Scale reading
Ways to act on Construction Workers Local 147 Annuity Fund's numbers.
- By total assets, Construction Workers Local 147 Annuity Fund 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 Jersey. Compare plans
- Construction Workers Local 147 Annuity Fund's sponsor-wide assets have grown 13.2% since 2022 across 3 plan years on file. More Construction plans