Profit Sharing · DOL Form 5500 · 2022

New Jersey B.a.C. Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$136M
Total assets Near avg plan size
1,504
Participants Near avg headcount
94th
Percentile by assets National rank
$90,318
Avg per participant Below avg balance/head
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Official DOL plan name: New Jersey B.a.C. Annuity Fund · Sponsored by New Jersey B.a.C. Annuity Fund · New Jersey · Construction

$136M in assets, 1,504 participants

New Jersey B.a.C. Annuity Fund's New Jersey B.a.C. Annuity Fund reported $136M in total assets and 1,504 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.

  • #9,239 in Construction (9,927 peers)

Where New Jersey B.a.C. Annuity Fund sits by assets

New Jersey B.a.C. Annuity Fund sits in the top 10% of all filed plans by assets, $136M for 1,504 participants (~$90,318/participant), down 10.0% in 2022.

#9,239
in Construction (9,927 peers)
-10.0%
assets change YoY
1.4×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

New Jersey B.a.C. Annuity Fund's outsized position by total assets

New Jersey B.a.C. Annuity Fund vs every filed plan by assets

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

$135,838,655 Top 6% higher than 94% 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

New Jersey B.a.C. Annuity 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. New Jersey B.a.C. Annuity Fund lands in the large band (1,504 participants).

Form 5500 schedule snapshot

Filing strip 800083081 · New Jersey B.a.C. Annuity Fund PY 2022 · Profit Sharing

New Jersey B.a.C. Annuity Fund · $136M · 1,504 · 94th

  • 5500 $136M
  • ASSETS 1,504
  • PCT 94th
  • EIN Profit Sharing
  • RANK near Southern Ohio Medical Center Retirement Savings Program
  • PHOTO ind #9239

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 →

New Jersey B.a.C. Annuity Fund in the asset neighbourhood

Dtts Profit Sharing Plan$137MWest Virginia Laborers Profit Sharing PlanWest Virginia Laborers Profi…$137MNew Jersey B.a.C. Annuity FundNew Jersey B.a.C. Annuity Fu…$136MSouthern Ohio Medical Center Retirement Savings ProgramSouthern Ohio Medical Center…$136MOsu Physicians, Inc. Interim Retirement PlanOsu Physicians, Inc. Interim…$135M
End-of-year total assets ($M) among New Jersey B.a.C. 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)$151M
Net Assets (End of Year)$135M
Net Income-$15M
Employer EIN800083081
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Jersey B.a.C. Annuity Fund)

Sponsor-wide plan assets over time

All New Jersey B.a.C. Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$163M 19.73362442376951% vs 2022
2024 filing year
$130M$140M$150M$160M$170M 202220232024 $136M $163M ▲ +19.7%
Year Plans Participants Total Assets
2022 1 1,504 $136M
2023 1 1,453 $151M
2024 1 1,267 $163M

Nearby Profit Sharing Plans in New Jersey

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

New Jersey B.a.C. Annuity Fund vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 020004000600080001000012000 00.511.522.5 Total assets ($B) Participants New Jersey B.a.C. Annuity Fund, Total assets ($B): 0.135838655 · Participants: 1504New Jersey B.a.C. 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
New Jersey B.a.C. Annuity Fund vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare New Jersey B.a.C. Annuity Fund side-by-side with 3 peers →

New Jersey B.a.C. Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is Southern Ohio Medical Center Retirement Savings Program in OH ($136M); by covered participants it is Presbyterian Manors of Mid-America, Inc. 403(b) Plan in KS (1,509 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($136M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,504 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 New Jersey B.a.C. Annuity Fund assets move in 2022? ▼
New Jersey B.a.C. Annuity Fund pulled back noticeably - down 10.0% during 2022, from $151M to $136M. Reported net income was -$15M.
How have New Jersey B.a.C. Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Jersey B.a.C. Annuity Fund's sponsor-wide assets grew 19.7%, from $136M to $163M.
Where does New Jersey B.a.C. Annuity Fund rank by assets among Form 5500 filers? ▼
New Jersey B.a.C. Annuity Fund ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to New Jersey B.a.C. Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Southern Ohio Medical Center Retirement Savings Program in OH ($136M, 3,162 participants).
Which Profit Sharing plans cover a similar participant headcount to New Jersey B.a.C. Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Presbyterian Manors of Mid-America, Inc. 403(b) Plan in KS (1,509 participants, $8M 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 800083081.

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.