Profit Sharing · DOL Form 5500 · 2023
United Assn of Journeymen & Apprnc Local 198 AFL-CIO Annuity Trust Fun Profit Sharing Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 3,054
- Participants Above avg headcount
- 76th
- Percentile by assets National rank
- $7,883
- Avg per participant Low balance/head
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.
- #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.
- #6,725
- in Construction (9,030 peers)
- +12.0%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
United Association of Journeymen & Apprentice Annuity Trust Fund's outsized position by total assets
United Association of Journeymen & Apprentice Annuity Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$24,076,097 Top 24% higher than 76% 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
United Association of Journeymen & Apprentice Annuity Trust Fund's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Association of Journeymen & Apprentice Annuity Trust Fund lands in the large band (3,054 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 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.
Plan-year Form 5500 strip
Filing strip 726205444 · United Assn of Journeymen & Apprnc Local 198 AFL-CIO Annuity Trust Fun PY 2023 · Profit Sharing
United Association of Journeymen & Apprentice Annuity Trust Fund · $24M · 3,054 · 76th
- PART $24M
- TYPE 3,054
- NET 76th
- BOOK Profit Sharing
- VS-ST near Dykman Electrical, Inc. Profit Sharing Plan
- BOY ind #6725
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 Florida →
United Association of Journeymen & Apprentice Annuity Trust Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All United Assn of Journeymen & Apprnc Local 198 AFL-CIO Annuity Trust Fun plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 28.058336298096076% vs 2022
- 2024 filing year
| 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.
- 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
United Association of Journeymen & Apprentice Annuity Trust Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Dykman Electrical, Inc. Profit Sharing Plan in ID ($24M); by covered participants it is Southern Ohio Medical Center Retirement Savings Program in OH (3,054 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (3,054 participants); asset peers above are excluded.
- Southern Ohio Medical Center Retirement Savings Program (OH) 3,054 · 0 off
- IBEW Local 1049 Craft Annuity Fund (NY) 3,061 · 7 off
- Connecticut Laborers' Annuity Plan (CT) 3,065 · 11 off
- Medical Information Technology, Inc. Profit Sharing Plan (MA) 3,041 · 13 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.