401(k)
2022 plan-year 401(k) DOL Form 5500

New Jersey B.a.C. Annuity Fund

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by New Jersey B.a.C. Annuity Fund · New Jersey · Construction

What the 2023 filing shows

New Jersey B.a.C. Annuity Fund holds $136M for 1,504 participants — about $90,318 per participant, down 10.0% over the 2022 plan year.

$136M
total plan assets (2022 EOY)
1,504
covered participants
$90,318
avg assets per participant
-10.0%
assets change YoY

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.

Total Assets (2023)
$136M
Participants
1,504
State
Industry
Construction

What the Filing Says About New Jersey B.a.C. Annuity Fund

New Jersey B.a.C. Annuity Fund is a 401(k) retirement plan sponsored by New Jersey B.a.C. Annuity Fund, headquartered in New Jersey. As of the 2022 Form 5500 filing, the plan reports $136M in total end-of-year assets and covers 1,504 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 800083081, and the plan has been effective since 2004-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $151M at the beginning of 2022 to $136M at year-end — a decline of 10.0%. Net assets (after liabilities) closed the year at $135M, with reported net income of $-15,182,820 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$151M
Total Assets (End of Year)$136M
Net Assets (End of Year)$135M
Net Income$-15,182,820
Plan Type401(k)
Employer EIN800083081
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

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

Year Plans Participants Total Assets
2022 1 1,504 $136M
2023 1 1,453 $151M
2024 1 1,267 $163M

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the New Jersey B.a.C. Annuity Fund?
As of the 2022 Form 5500 filing, New Jersey B.a.C. Annuity Fund holds $136M in total assets with 1,504 participants. It is sponsored by New Jersey B.a.C. Annuity Fund.
What type of plan is New Jersey B.a.C. Annuity Fund?
New Jersey B.a.C. Annuity Fund is a 401(k) plan. It has been effective since 2004-01-01. The plan is filed with the U.S. Department of Labor under EIN 800083081.
Who sponsors the New Jersey B.a.C. Annuity Fund?
New Jersey B.a.C. Annuity Fund is sponsored by New Jersey B.a.C. Annuity Fund, located in New Jersey. The sponsor's EIN is 800083081 and the plan operates in the Construction industry.
How did New Jersey B.a.C. Annuity Fund perform in 2022?
New Jersey B.a.C. Annuity Fund declined by 10.0% during 2022, moving from $151M to $136M in total assets. Net income was $-15,182,820.
Where can I find official filings for New Jersey B.a.C. Annuity Fund?
Official Form 5500 filings for New Jersey B.a.C. Annuity Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 800083081 or plan name at efast.dol.gov.
How does New Jersey B.a.C. Annuity Fund compare to other plans?
You can compare New Jersey B.a.C. Annuity Fund against other 401(k) plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.