Profit Sharing · DOL Form 5500 · 2023
New Jersey B.a.C. Annuity Fund Profit Sharing Plan
Data updated 2026-08-11
- $151M
- Total assets
- 1,453
- Participants
- 94th
- Percentile by assets
- $104,141
- Avg per participant
Official DOL plan name: New Jersey B.a.C. Annuity Fund · Sponsored by New Jersey B.a.C. Annuity Fund · New Jersey · Construction
$151M in assets, 1,453 participants
New Jersey B.a.C. Annuity Fund's New Jersey B.a.C. Annuity Fund reported $151M in total assets and 1,453 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.
- 94th percentile by assets (of 127,072 plans)
- #8,320 in Construction (9,030 peers)
Where New Jersey B.a.C. Annuity Fund sits by assets
New Jersey B.a.C. Annuity Fund sits in the top 10% of all filed plans by assets, $151M for 1,453 participants (~$104,141/participant), up 11.4% in 2023.
- $151M
- total plan assets (2023 EOY)
- 1,453
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $104,141
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- New Jersey B.a.C. Annuity Fund reported net income rose from -$15M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- New Jersey B.a.C. Annuity Fund end-of-year assets rose from $136M in the plan year 2022 filing to $151M in the plan year 2023 filing.
- New Jersey B.a.C. Annuity Fund reported participants fell from 1,504 in the plan year 2022 filing to 1,453 in the plan year 2023 filing.
New Jersey B.a.C. Annuity Fund vs the 2023 asset distribution
By assets, New Jersey B.a.C. Annuity Fund outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $136M |
|---|---|
| Net Assets (End of Year) | $151M |
| Net Income | $16M |
| Employer EIN | 800083081 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New Jersey B.a.C. Annuity Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,504 | $136M |
| 2023 | 1 | 1,453 | $151M |
| 2024 | 1 | 1,267 | $163M |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
New Jersey B.a.C. 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 New Jersey B.a.C. Annuity Fund by total assets, not by location.
- West Virginia Laborers Profit Sharing Plan (WV) $151M · 5,751
- Local 550 Annuity Plan (MA) $150M · 786
- IBEW Local No 461 Defined Contribution Pension Plan (MI) $154M · 982
- St. Lawrence Health System 403(b) Retirement Plan (NY) $149M · 2,075
Frequently Asked Questions
How did New Jersey B.a.C. Annuity Fund assets move in 2023? ▼
How have New Jersey B.a.C. Annuity Fund plan assets changed over time? ▼
Where does New Jersey B.a.C. Annuity Fund rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to New Jersey B.a.C. Annuity Fund? ▼
Next read for New Jersey B.a.C. Annuity Fund
Scale reading
Ways to act on New Jersey B.a.C. Annuity Fund's numbers.
- By total assets, New Jersey B.a.C. 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
- New Jersey B.a.C. Annuity Fund's sponsor-wide assets have grown 19.7% since 2022 across 3 plan years on file. More Construction plans