Profit Sharing · DOL Form 5500 · 2023
Board of Trustees Boilermakers National Annuity Profit Sharing Plan
Data updated 2026-08-25
- $1.3B
- Total assets Very large vs avg
- 18,088
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $69,132
- Avg per participant Below avg balance/head
Official DOL plan name: Boilermakers National Annuity Trust · Sponsored by Board of Trustees Boilermakers National Annuity · Missouri · Construction
$1.3B in assets, 18,088 participants
Board of Trustees Boilermakers National Annuity's Boilermakers National Annuity Trust reported $1.3B in total assets and 18,088 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #8,932 in Construction (9,030 peers)
Coverage in Missouri
Boilermakers National Annuity Trust covers 18,088 participants in Missouri, 25x the typical Missouri plan (state average ~737 per filing). Assets: $1.3B.
- #8,932
- in Construction (9,030 peers)
- +6.8%
- assets growth YoY
- 13×
- vs typical plan assets (national mean)
Boilermakers National Annuity Trust's outsized position by total assets
Boilermakers National Annuity Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,250,463,263 Top 1% higher than 99% 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
Boilermakers National Annuity Trust's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Boilermakers National Annuity Trust is a mega filing (18,088 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Boilermakers National Annuity Trust reported net income rose from -$180M in the plan year 2022 filing to $113M in the plan year 2023 filing.
- Boilermakers National Annuity Trust end-of-year assets rose from $1.2B in the plan year 2022 filing to $1.3B in the plan year 2023 filing.
- Boilermakers National Annuity Trust reported participants fell from 18,584 in the plan year 2022 filing to 18,088 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 481029345 · Board of Trustees Boilermakers National Annuity PY 2023 · Profit Sharing
Boilermakers National Annuity Trust · $1.3B · 18,088 · 99th
- EOY $1.3B
- EOY 18,088
- EOY 99th
- EOY Profit Sharing
- EOY near Raymond James Financial, Inc. & Affiliates Profit Sharing Plan
- EOY ind #8932
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 Missouri →
Boilermakers National Annuity Trust in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | $113M |
| Employer EIN | 481029345 |
| Plan Effective Date | 1985-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Boilermakers National Annuity)
Sponsor-wide plan assets over time
All Board of Trustees Boilermakers National Annuity plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 13.892506768414156% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 18,584 | $1.2B |
| 2023 | 1 | 18,088 | $1.3B |
| 2024 | 1 | 18,034 | $1.3B |
Nearby Profit Sharing Plans in Missouri
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co. $585M · 3,940
- Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust $397M · 3,749
- I. B. E. W. Local Union No. 124 Annuity Plan $394M · 3,338
- Iron Workers St. Louis District Council Annuity Trust Fund $363M · 4,927
- Annuity Fund of Operating Engineers Local 513 $298M · 8,814
Scale composition for Boilermakers National Annuity Trust
Boilermakers National Annuity Trust reports $1.3B in end-of-year assets across 18,088 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.019% of 93,925,755 covered participants) - about $69,132 per participant (50% of the national average assets-per-participant) . Net income for plan year 2023 was $113M.
This plan identity (EIN 481029345, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.2B to $1.3B (+13.9%) while covered participants moved from 18,584 to 18,034 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 18,584 | $1.2B | Open filing |
| 2023 | 18,088 | $1.3B | This page |
| 2024 · index core | 18,034 | $1.3B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Boilermakers National Annuity Trust (Profit Sharing, $1.3B, 18,034 participants)
Boilermakers National Annuity Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Missouri, the nearest Profit Sharing by assets is Raymond James Financial, Inc. & Affiliates Profit Sharing Plan in FL ($1.2B); by covered participants it is St. Luke's Health Network Defined Contribution Plan in PA (18,194 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.3B here).
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan (FL) $1.2B · 15,503
- Charter Communications, Inc. Retirement Accumulation Plan (NC) $1.3B · 96,058
- North Atlantic States Carpenters Annuity Plan (CT) $1.3B · 11,025
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund (WI) $1.3B · 5,914
Similar participant headcount
Nearest other-state filings by covered participants (18,088 participants); asset peers above are excluded.
- St. Luke's Health Network Defined Contribution Plan (PA) 18,194 · 106 off
- W. W. Grainger, Inc. Retirement Savings Plan (IL) 18,524 · 436 off
- Ufcw Retirement and Savings Plan (NJ) 17,516 · 572 off
- Emory University Retirement Plan (GA) 18,725 · 637 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.