Profit Sharing · DOL Form 5500 · 2023
Board of Trustees, Smw Local Union No. 25 Nj Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $149M
- Total assets Near avg plan size
- 411
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $361,980
- Avg per participant High balance/head
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.
- #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.
- #7,968
- in Finance & Insurance (8,869 peers)
- +8.4%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund's outsized position by total assets
Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$148,773,967 Top 7% higher than 93% 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
Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund sits mid-pack in the medium band (411 participants).
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.
Published 5500 schedule card
Filing strip 222586286 · Board of Trustees, Smw Local Union No. 25 Nj Annuity Fund PY 2023 · Profit Sharing
Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund · $149M · 411 · 93rd
- ASSETS $149M
- PCT 411
- EIN 93rd
- RANK Profit Sharing
- PHOTO near St. Lawrence Health System 403(b) Retirement Plan
- IND ind #7968
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 Finance & Insurance retirement plans → · Plans in New Jersey →
Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees, Smw Local Union No. 25 Nj Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $158M 14.958534367913282% vs 2022
- 2024 filing year
| 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.
- 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
Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is St. Lawrence Health System 403(b) Retirement Plan in NY ($149M); by covered participants it is Colorado Contractors Open Shop Employers Profit Sharing Plan in MI (412 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($149M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (411 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.