Profit Sharing · DOL Form 5500 · 2023
Board of Trustees, Smw Local Union No. 25 Nj Annuity Fund Profit Sharing Plan
Data updated 2026-08-11
- $149M
- Total assets
- 411
- Participants
- 93rd
- Percentile by assets
- $361,980
- Avg per participant
Official DOL plan name: Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund · Sponsored by Board of Trustees, Smw Local Union No. 25 Nj Annuity Fund · New Jersey · Finance & Insurance
$149M in assets, 411 participants
Board of Trustees, Smw Local Union No. 25 Nj Annuity Fund's Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund reported $149M in total assets and 411 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 127,072 plans)
- #7,968 in Finance & Insurance (8,869 peers)
Coverage in New Jersey
Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund covers 411 participants in New Jersey, about 49% of the average New Jersey filer (state average ~844 per filing). Assets: $149M.
- $149M
- total plan assets (2023 EOY)
- 411
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $361,980
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund reported net income rose from -$21M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund end-of-year assets rose from $137M in the plan year 2022 filing to $149M in the plan year 2023 filing.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund reports 411 participants - about 49% of that state average ($149M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $137M |
|---|---|
| Net Assets (End of Year) | $149M |
| Net Income | $11M |
| Employer EIN | 222586286 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Smw Local Union No. 25 Nj Annuity Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 408 | $137M |
| 2023 | 1 | 411 | $149M |
| 2024 | 1 | 410 | $158M |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.5B · 1,843
- Operating Engineers Local 825 Profit Sharing Fund $1.4B · 10,336
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.4B · 8,602
- IBEW Local Union No 102 Surety Plan $637M · 2,283
- Kpmg Partner Retirement Savings Plan $529M · 1,895
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund by total assets, not by location.
- St. Lawrence Health System 403(b) Retirement Plan (NY) $149M · 2,075
- Roger Zatkoff Company Employees' Profit Sharing Retirement Plan (MI) $148M · 180
- Local 550 Annuity Plan (MA) $150M · 786
- West Virginia Laborers Profit Sharing Plan (WV) $151M · 5,751
Frequently Asked Questions
How did Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund assets move in 2023? ▼
How have Board of Trustees, Smw Local Union No. 25 Nj Annuity Fund plan assets changed over time? ▼
Where does Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund? ▼
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Filing takeaways
Ways to act on Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund's numbers.
- By total assets, Sheet Metal Workers Local Union No 25 New Jersey 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 Jersey. Compare plans
- Board of Trustees, Smw Local Union No. 25 Nj Annuity Fund's sponsor-wide assets have grown 15.0% since 2022 across 3 plan years on file. More Finance & Insurance plans