Profit Sharing · DOL Form 5500 · 2023

United Assn of Journeymen & Apprnc Local 198 AFL-CIO Annuity Trust Fun Profit Sharing Plan

Data updated 2026-08-11

$24M
Total assets: 3,054
Participants: 76th
Percentile by assets: $7,883
Avg per participant

Official DOL plan name: United Association of Journeymen & Apprentice Annuity Trust Fund · Sponsored by United Assn of Journeymen & Apprnc Local 198 AFL-CIO Annuity Trust Fun · Florida · Construction

$24M in assets, 3,054 participants

United Assn of Journeymen & Apprnc Local 198 AFL-CIO Annuity Trust Fun's United Association of Journeymen & Apprentice Annuity Trust Fund reported $24M in total assets and 3,054 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

76th percentile by assets (of 127,072 plans)
#6,725 in Construction (9,030 peers)

Coverage in Florida

United Association of Journeymen & Apprentice Annuity Trust Fund covers 3,054 participants in Florida, 4.9x the typical Florida plan (state average ~628 per filing). Assets: $24M.

$24M
total plan assets (2023 EOY): 3,054
covered participants: 76th
percentile by assets (of 127,072 plans): $7,883
avg assets per participant

United Association of Journeymen & Apprentice Annuity Trust Fund reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
United Association of Journeymen & Apprentice Annuity Trust Fund end-of-year assets rose from $21M in the plan year 2022 filing to $24M in the plan year 2023 filing.
United Association of Journeymen & Apprentice Annuity Trust Fund reported participants fell from 3,085 in the plan year 2022 filing to 3,054 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Florida

Industry

Construction

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. United Association of Journeymen & Apprentice Annuity Trust Fund reports 3,054 participants - 4.9x that state average ($24M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)	$21M
Net Assets (End of Year)	$24M
Net Income	$3M
Employer EIN	726205444
Plan Effective Date	2000-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (United Assn of Journeymen & Apprnc Local 198 AFL-CIO Annuity Trust Fun)

Total plan assets by year, all United Assn of Journeymen & Apprnc Local 198 AFL-CIO Annuity Trust Fun plans on file

Year	Plans	Participants	Total Assets
2022	1	3,085	$21M
2023	1	3,054	$24M
2024	1	3,109	$28M

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

United Association of Journeymen & Apprentice Annuity Trust Fund vs. nearby Profit Sharing plans in Florida, assets vs. participants

Retirement Wealth Builder Plan of Pwc $4.9B · 44,753
Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.2B · 15,503
Orlando Health, Inc. Retirement Savings Plan 401a $441M · 26,077
Shands Health Care Matched Savings Account 401(a) $421M · 9,825
American Maritime Officers Defined Contribution Plan $314M · 4,371

Compare United Association of Journeymen & Appre… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to United Association of Journeymen & Apprentice Annuity Trust Fund by total assets, not by location.

Dykman Electrical, Inc. Profit Sharing Plan (ID) $24M · 87
Profit-Sharing Plan of Harman Management Corporation (UT) $24M · 133
Pelli Clarke & Partners Profit Sharing Plan (CT) $24M · 75
Zamler, Mellen & Shiffman Profit Sharing Plan (MI) $24M · 3

Frequently Asked Questions

How did United Association of Journeymen & Apprentice Annuity Trust Fund assets move in 2023? ▼

United Association of Journeymen & Apprentice Annuity Trust Fund grew at a solid clip - up 12.0% during 2023, from $21M to $24M. Reported net income was $3M.

How have United Assn of Journeymen & Apprnc Local 198 AFL-CIO Annuity Trust Fun plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), United Assn of Journeymen & Apprnc Local 198 AFL-CIO Annuity Trust Fun's sponsor-wide assets grew 28.1%, from $21M to $28M.

Where does United Association of Journeymen & Apprentice Annuity Trust Fund rank by assets among Form 5500 filers? ▼

United Association of Journeymen & Apprentice Annuity Trust Fund ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which Profit Sharing plans are similar in size to United Association of Journeymen & Apprentice Annuity Trust Fund? ▼

Among Profit Sharing plans in other states, the closest by assets is Dykman Electrical, Inc. Profit Sharing Plan in ID ($24M, 87 participants).

Next read for United Association of Journeymen & Appre…

Filing takeaways

Ways to act on United Association of Journeymen & Apprentice Annuity Trust Fund's numbers.

By total assets, United Association of Journeymen & Apprentice Annuity Trust Fund ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Florida. Compare plans
United Assn of Journeymen & Apprnc Local 198 AFL-CIO Annuity Trust Fun's sponsor-wide assets have grown 28.1% since 2022 across 3 plan years on file. More Construction plans

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 726205444.