Profit Sharing · DOL Form 5500 · 2023
Board of Trustees Local 60 Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $181M
- Total assets Near avg plan size
- 1,093
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $165,430
- Avg per participant Above avg balance/head
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.
- #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.
- #8,406
- in Construction (9,030 peers)
- +13.0%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Westchester Heavy Construction Laborers Local 60 Annuity Fund's outsized position by total assets
Westchester Heavy Construction Laborers Local 60 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$180,814,566 Top 6% higher than 94% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Westchester Heavy Construction Laborers Local 60 Annuity Fund's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westchester Heavy Construction Laborers Local 60 Annuity Fund lands in the large band (1,093 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 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.
Form 5500 schedule snapshot
Filing strip 133344192 · Board of Trustees Local 60 Annuity Fund PY 2023 · Profit Sharing
Westchester Heavy Construction Laborers Local 60 Annuity Fund · $181M · 1,093 · 94th
- TYPE $181M
- TYPE 1,093
- TYPE 94th
- TYPE Profit Sharing
- TYPE near Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan
- TYPE ind #8406
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 York →
Westchester Heavy Construction Laborers Local 60 Annuity Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees Local 60 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $200M 25.08769490456853% vs 2022
- 2024 filing year
| 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.
- 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
Westchester Heavy Construction Laborers Local 60 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan in GA ($181M); by covered participants it is Cement Masons and Plasterers Local 518 Defined Contribution Fund in MO (1,091 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($181M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,093 participants); asset peers above are excluded.
- Cement Masons and Plasterers Local 518 Defined Contribution Fund (MO) 1,091 · 2 off
- Pipe Trades Pension of Montana (WA) 1,088 · 5 off
- Pipe Trades Pension of Montana (WA) 1,088 · 5 off
- Operating Engineers Local 112 Defined Contribution Pension Plan (IN) 1,110 · 17 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.