Profit Sharing · DOL Form 5500 · 2023
Construction Workers Local 147 Annuity Fund Profit Sharing Plan
Data updated 2026-08-11
- $21M
- Total assets
- 76
- Participants
- 74th
- Percentile by assets
- $282,708
- Avg per participant
Official DOL plan name: Construction Workers Local 147 Annuity Fund · Sponsored by Construction Workers Local 147 Annuity Fund · New Jersey · Construction
$21M in assets, 76 participants
Construction Workers Local 147 Annuity Fund's Construction Workers Local 147 Annuity Fund reported $21M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- 74th percentile by assets (of 127,072 plans)
- #6,550 in Construction (9,030 peers)
Construction Workers Local 147 Annuity Fund multi-year trail
Construction Workers Local 147 Annuity Fund's plans moved +13.2% in assets from 2022 to 2024; this filing shows Construction Workers Local 147 Annuity Fund at $21M / 76 participants.
- $21M
- total plan assets (2023 EOY)
- 76
- covered participants
- 74th
- percentile by assets (of 127,072 plans)
- $282,708
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Construction Workers Local 147 Annuity Fund reported participants rose from 19 in the plan year 2022 filing to 76 in the plan year 2023 filing.
- Construction Workers Local 147 Annuity Fund reported net income rose from -$5M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Construction Workers Local 147 Annuity Fund end-of-year assets rose from $20M in the plan year 2022 filing to $21M in the plan year 2023 filing.
Construction Workers Local 147 Annuity Fund across 3 plan years on file
Across the 3 plan years Construction Workers Local 147 Annuity Fund has on file (2022-2024), sponsor-wide plan assets have moved from $20M to $23M, a gain of 13.2%, while reported participants moved from 19 to 102 (+436.8%). Peak year by sponsor assets: 2024 ($23M); trough: 2022 ($20M).
Construction Workers Local 147 Annuity Fund multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | $20M |
| 2023 | 1 | 76 | $21M |
| 2024 | 1 | 102 | $23M |
Construction Workers Local 147 Annuity Fund filing trail (2023)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $1M |
| Employer EIN | 133161716 |
| Plan Effective Date | 1982-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Construction Workers Local 147 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 Construction Workers Local 147 Annuity Fund by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Construction Workers Local 147 Annuity Fund's numbers.
- By total assets, Construction Workers Local 147 Annuity Fund ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New Jersey. Compare plans
- Construction Workers Local 147 Annuity Fund's sponsor-wide assets have grown 13.2% since 2022 across 3 plan years on file. More Construction plans