Profit Sharing · DOL Form 5500 · 2023

Board of Trustees Local 60 Annuity Fund Profit Sharing Plan

Data updated 2026-08-11

$181M
Total assets: 1,093
Participants: 94th
Percentile by assets: $165,430
Avg per participant

Official DOL plan name: Westchester Heavy Construction Laborers Local 60 Annuity Fund · Sponsored by Board of Trustees Local 60 Annuity Fund · New York · Construction

$181M in assets, 1,093 participants

Board of Trustees Local 60 Annuity Fund's Westchester Heavy Construction Laborers Local 60 Annuity Fund reported $181M in total assets and 1,093 participants in its 2023 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 127,072 plans)
#8,406 in Construction (9,030 peers)

Where Westchester Heavy Construction Laborers Local 60 Annuity Fund sits by assets

Westchester Heavy Construction Laborers Local 60 Annuity Fund sits in the top 10% of all filed plans by assets, $181M for 1,093 participants (~$165,430/participant), up 13.0% in 2023.

$181M
total plan assets (2023 EOY): 1,093
covered participants: 94th
percentile by assets (of 127,072 plans): $165,430
avg assets per participant

Westchester Heavy Construction Laborers Local 60 Annuity Fund reported net income rose from -$25M in the plan year 2022 filing to $21M in the plan year 2023 filing.
Westchester Heavy Construction Laborers Local 60 Annuity Fund end-of-year assets rose from $160M in the plan year 2022 filing to $181M in the plan year 2023 filing.
Westchester Heavy Construction Laborers Local 60 Annuity Fund reported participants fell from 1,130 in the plan year 2022 filing to 1,093 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New York

Industry

Construction

Westchester Heavy Construction Laborers Local 60 Annuity Fund vs the 2023 asset distribution

By assets, Westchester Heavy Construction Laborers Local 60 Annuity Fund outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$160M
Net Assets (End of Year)	$181M
Net Income	$21M
Employer EIN	133344192
Plan Effective Date	1986-03-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees Local 60 Annuity Fund)

Total plan assets by year, all Board of Trustees Local 60 Annuity Fund plans on file

Year	Plans	Participants	Total Assets
2022	1	1,130	$160M
2023	1	1,093	$181M
2024	1	1,026	$200M

Nearby Profit Sharing Plans in New York

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

Westchester Heavy Construction Laborers Local 60 Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants

Annuity Plan of the Electrical Industry $2.2B · 18,907
Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
The Research Foundation for Suny Retirement Plan $1.2B · 10,120
Mason Tenders District Council Annuity Fund $913M · 11,237

Compare Westchester Heavy Construction Laborers … side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Westchester Heavy Construction Laborers Local 60 Annuity Fund by total assets, not by location.

Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan (GA) $181M · 2,508
International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan (RI) $179M · 694
Do It Best Corp. Restated Employees' Savings & Profit Sharing Plan (IN) $177M · 1,818
Lakeland Regional Medical Center Retirement Plan Trust (FL) $177M · 4,477

Frequently Asked Questions

How did Westchester Heavy Construction Laborers Local 60 Annuity Fund assets move in 2023? ▼

Westchester Heavy Construction Laborers Local 60 Annuity Fund grew at a solid clip - up 13.0% during 2023, from $160M to $181M. Reported net income was $21M.

How have Board of Trustees Local 60 Annuity Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees Local 60 Annuity Fund's sponsor-wide assets grew 25.1%, from $160M to $200M.

Where does Westchester Heavy Construction Laborers Local 60 Annuity Fund rank by assets among Form 5500 filers? ▼

Westchester Heavy Construction Laborers Local 60 Annuity Fund ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which Profit Sharing plans are similar in size to Westchester Heavy Construction Laborers Local 60 Annuity Fund? ▼

Among Profit Sharing plans in other states, the closest by assets is Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan in GA ($181M, 2,508 participants).

Next read for Westchester Heavy Construction Laborers …

Scale reading

Ways to act on Westchester Heavy Construction Laborers Local 60 Annuity Fund's numbers.

By total assets, Westchester Heavy Construction Laborers Local 60 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 York. Compare plans
Board of Trustees Local 60 Annuity Fund's sponsor-wide assets have grown 25.1% since 2022 across 3 plan years on file. More Construction plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133344192.