Profit Sharing · DOL Form 5500 · 2022
Board of Trustees, Smw Local Union No. 25 Nj Annuity Fund Profit Sharing Plan
Data updated 2026-08-11
- $137M
- Total assets
- 408
- Participants
- 94th
- Percentile by assets
- $336,503
- Avg per participant
Official DOL plan name: Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund · Sponsored by Board of Trustees, Smw Local Union No. 25 Nj Annuity Fund · New Jersey · Finance & Insurance
$137M in assets, 408 participants
Board of Trustees, Smw Local Union No. 25 Nj Annuity Fund's Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund reported $137M in total assets and 408 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 139,126 plans)
- #8,386 in Finance & Insurance (9,261 peers)
Coverage in New Jersey
Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund covers 408 participants in New Jersey, about 48% of the average New Jersey filer (state average ~844 per filing). Assets: $137M.
- $137M
- total plan assets (2022 EOY)
- 408
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $336,503
- avg assets per participant
The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund reports 408 participants - about 48% of that state average ($137M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $158M |
|---|---|
| Net Assets (End of Year) | $137M |
| Net Income | -$21M |
| Employer EIN | 222586286 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Smw Local Union No. 25 Nj Annuity Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 408 | $137M |
| 2023 | 1 | 411 | $149M |
| 2024 | 1 | 410 | $158M |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Sheet Metal Workers Local Union No 25 New Jersey 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 Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund by total assets, not by location.
- Ceramic Tile and Terrazzo Local 67 B.a.C. Annuity Trust Fund (IL) $137M · 798
- Dtts Profit Sharing Plan (NY) $137M · 111
- Strand Associates, Inc. Employees Profit Sharing Trust (WI) $138M · 488
- West Virginia Laborers Profit Sharing Plan (WV) $137M · 5,881
Frequently Asked Questions
How did Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund assets move in 2022? ▼
How have Board of Trustees, Smw Local Union No. 25 Nj Annuity Fund plan assets changed over time? ▼
Where does Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund's numbers.
- By total assets, Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund ranks in the top 10% 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
- Board of Trustees, Smw Local Union No. 25 Nj Annuity Fund's sponsor-wide assets have grown 15.0% since 2022 across 3 plan years on file. More Finance & Insurance plans