Profit Sharing · DOL Form 5500 · 2022
Board of Trustees, Smw Local Union No. 25 Nj Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $137M
- Total assets Near avg plan size
- 408
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $336,503
- Avg per participant High balance/head
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.
- #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.
- #8,386
- in Finance & Insurance (9,261 peers)
- -13.2%
- assets change YoY
- 1.4×
- vs typical plan assets (national mean)
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.
Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund's outsized position by total assets
Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$137,293,337 Top 6% higher than 94% 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
Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund sits mid-pack in the medium band (408 participants).
Published 5500 schedule card
Filing strip 222586286 · Board of Trustees, Smw Local Union No. 25 Nj Annuity Fund PY 2022 · Profit Sharing
Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund · $137M · 408 · 94th
- TYPE $137M
- NET 408
- BOOK 94th
- VS-ST Profit Sharing
- BOY near Ceramic Tile and Terrazzo Local 67 B.a.C. Annuity Trust Fund
- SCH ind #8386
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 Finance & Insurance retirement plans → · Plans in New Jersey →
Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees, Smw Local Union No. 25 Nj Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $158M 14.958534367913282% vs 2022
- 2024 filing year
| 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.
- 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
Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is Ceramic Tile and Terrazzo Local 67 B.a.C. Annuity Trust Fund in IL ($137M); by covered participants it is Birmingham Community Charter High School Retirement Plan in CA (408 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($137M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (408 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.