Profit Sharing · DOL Form 5500 · 2023

Construction Workers Local 147 Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
76
Participants Small participant base
74th
Percentile by assets National rank
$282,708
Avg per participant High balance/head
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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.

  • #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.

#6,550
in Construction (9,030 peers)
+5.9%
assets growth YoY

Construction Workers Local 147 Annuity Fund's outsized position by total assets

Construction Workers Local 147 Annuity Fund vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$21,485,778 Top 26% higher than 74% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Construction Workers Local 147 Annuity Fund among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Construction Workers Local 147 Annuity Fund is a small filing (76 participants) on this national headcount ladder.

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133161716 · Construction Workers Local 147 Annuity Fund PY 2023 · Profit Sharing

Construction Workers Local 147 Annuity Fund · $21M · 76 · 74th

  • RANK $21M
  • RANK 76
  • RANK 74th
  • RANK Profit Sharing
  • RANK near Element Care, Inc. 403(b) Plan
  • RANK ind #6550

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 Jersey →

Construction Workers Local 147 Annuity Fund in the asset neighbourhood

California Thoroughbred Trainers Backstretch Employees' Retirement Savings Pension PlanCalifornia Thoroughbred Trai…$22MElement Care, Inc. 403(b) PlanElement Care, Inc. 403(b) Pl…$22MConstruction Workers Local 147 Annuity FundConstruction Workers Local 1…$21MMendez & Co., Inc. Retirement PlanMendez & Co., Inc. Retiremen…$21MLaughlin, Falbo, Levy & Moresi, LLP Profit Sharing PlanLaughlin, Falbo, Levy & More…$21M
End-of-year total assets ($M) among Construction Workers Local 147 Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Construction Workers Local 147 Annuity Fund multi-year asset trail

Sponsor-wide plan assets over time

All Construction Workers Local 147 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$23M 13.228448761849496% vs 2022
2024 filing year
$20M$21M$22M$23M$24M 202220232024 $20.3M $23M ▲ +13.3%
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 EIN133161716
Plan Effective Date1982-07-01
Filing StatusFILING 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 Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Construction Workers Local 147 Annuity Fund, Total assets ($B): 0.021485778 · Participants: 76Construction Workers Local 147 Annuity FundErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.4875433 · Participants: 1843Ernst & Young Partnership Retirement (Hr-10) PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.438796802 · Participants: 10336Operating Engineers Local 825 Profit Sharing FundHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.401252704 · Participants: 8602Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.637415895 · Participants: 2283IBEW Local Union No 102 Surety PlanKpmg Partner Retirement Savings Plan, Total assets ($B): 0.529416194 · Participants: 1895Kpmg Partner Retirement Savings Plan
Construction Workers Local 147 Annuity Fund vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Construction Workers Local 147 Annuity Fund side-by-side with 3 peers →

Construction Workers Local 147 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is Element Care, Inc. 403(b) Plan in MA ($22M); by covered participants it is The Community Health Center of Central Wyoming, Inc. Defined Contribution Plan in WY (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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.

Frequently Asked Questions

How did Construction Workers Local 147 Annuity Fund assets move in 2023? ▼
Construction Workers Local 147 Annuity Fund grew at a solid clip - up 5.9% during 2023, from $20M to $21M. Reported net income was $1M.
How have Construction Workers Local 147 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Construction Workers Local 147 Annuity Fund's sponsor-wide assets grew 13.2%, from $20M to $23M.
Which Profit Sharing plans are similar in size to Construction Workers Local 147 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Element Care, Inc. 403(b) Plan in MA ($22M, 336 participants).
Which Profit Sharing plans cover a similar participant headcount to Construction Workers Local 147 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is The Community Health Center of Central Wyoming, Inc. Defined Contribution Plan in WY (76 participants, $4M in assets).

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 133161716.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.