Profit Sharing · DOL Form 5500 · 2022
Board of Trustees of Local Union Number 130, Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 342
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $41,386
- Avg per participant Low balance/head
Official DOL plan name: Laborers' International Union of North America Local Union Number 130, Annuity Fund · Sponsored by Board of Trustees of Local Union Number 130, Annuity Fund · Pennsylvania · Construction
$14M in assets, 342 participants
Board of Trustees of Local Union Number 130, Annuity Fund's Laborers' International Union of North America Local Union Number 130, Annuity Fund reported $14M in total assets and 342 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- #7,065 in Construction (9,927 peers)
Coverage in Pennsylvania
Laborers' International Union of North America Local Union Number 130, Annuity Fund covers 342 participants in Pennsylvania, about 42% of the average Pennsylvania filer (state average ~822 per filing). Assets: $14M.
- #7,065
- in Construction (9,927 peers)
- -7.5%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Laborers' International Union of North America Local Union Number 130, Annuity Fund's outsized position by total assets
Laborers' International Union of North America Local Union Number 130, Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,154,083 Top 28% higher than 72% 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
Laborers' International Union of North America Local Union Number 130, 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. Laborers' International Union of North America Local Union Number 130, Annuity Fund sits mid-pack in the medium band (342 participants).
DOL schedule card
Filing strip 237062537 · Board of Trustees of Local Union Number 130, Annuity Fund PY 2022 · Profit Sharing
Laborers' International Union of North America Local Union Number 130, Annuity Fund · $14M · 342 · 72nd
- PART $14M
- PART 342
- PART 72nd
- PART Profit Sharing
- PART near Fall Creek Farm & Nursery, Inc. 401(k) Profit
- PART ind #7065
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 Pennsylvania →
Laborers' International Union of North America Local Union Number 130, Annuity Fund in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$1M |
| Employer EIN | 237062537 |
| Plan Effective Date | 1969-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Local Union Number 130, Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees of Local Union Number 130, Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 13.078205066340221% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 342 | $14M |
| 2023 | 1 | 196 | $14M |
| 2024 | 1 | 199 | $12M |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.0B · 8,058
- University of Pennsylvania Basic Plan $1.4B · 14,515
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $958M · 3,904
- Temple University Health System, Inc. Defined Contribution Retirement Plan $640M · 9,017
- Steamfitters Local Union No. 420 Srp $587M · 6,353
Laborers' International Union of North America Local Union Number 130, Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Fall Creek Farm & Nursery, Inc. 401(k) Profit in OR ($14M); by covered participants it is Batory Foods Profit Sharing Plan in IL (342 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (342 participants); asset peers above are excluded.
- Batory Foods Profit Sharing Plan (IL) 342 · 0 off
- Strawbridge Studios, Inc. Retirement Plan (NC) 342 · 0 off
- Burgers Employees Profit Sharing Plan and Trust (MO) 341 · 1 off
- Analytic Services Inc. Defined Contribution Retirement Plan (VA) 343 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.