Profit Sharing · DOL Form 5500 · 2023
Board of Trustees Bac Local 3 Ny Individual Account Retirement Fund Profit Sharing Plan
Data updated 2026-08-25
- $95M
- Total assets Below avg plan size
- 2,186
- Participants Above avg headcount
- 91st
- Percentile by assets National rank
- $43,589
- Avg per participant Low balance/head
Official DOL plan name: Bac Local 3 Ny Individual Account Retirement Fund · Sponsored by Board of Trustees Bac Local 3 Ny Individual Account Retirement Fund · New York · Construction
$95M in assets, 2,186 participants
Board of Trustees Bac Local 3 Ny Individual Account Retirement Fund's Bac Local 3 Ny Individual Account Retirement Fund reported $95M in total assets and 2,186 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #8,060 in Construction (9,030 peers)
Coverage in New York
Bac Local 3 Ny Individual Account Retirement Fund covers 2,186 participants in New York, 2.7x the typical New York plan (state average ~798 per filing). Assets: $95M.
- #8,060
- in Construction (9,030 peers)
- +10.4%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Bac Local 3 Ny Individual Account Retirement Fund's outsized position by total assets
Bac Local 3 Ny Individual Account Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$95,286,047 Top 9% higher than 91% 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
Bac Local 3 Ny Individual Account Retirement 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. Bac Local 3 Ny Individual Account Retirement Fund lands in the large band (2,186 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bac Local 3 Ny Individual Account Retirement Fund reported net income rose from -$18M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Bac Local 3 Ny Individual Account Retirement Fund end-of-year assets rose from $86M in the plan year 2022 filing to $95M in the plan year 2023 filing.
- Bac Local 3 Ny Individual Account Retirement Fund reported participants fell from 2,386 in the plan year 2022 filing to 2,186 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 161184581 · Board of Trustees Bac Local 3 Ny Individual Account Retirement Fund PY 2023 · Profit Sharing
Bac Local 3 Ny Individual Account Retirement Fund · $95M · 2,186 · 91st
- IND $95M
- IND 2,186
- IND 91st
- IND Profit Sharing
- IND near Smith Transport , Inc. Profit Sharing Plan
- IND ind #8060
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 York →
Bac Local 3 Ny Individual Account Retirement Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $86M |
|---|---|
| Net Assets (End of Year) | $95M |
| Net Income | $9M |
| Employer EIN | 161184581 |
| Plan Effective Date | 1982-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Bac Local 3 Ny Individual Account Retirement Fund)
Sponsor-wide plan assets over time
All Board of Trustees Bac Local 3 Ny Individual Account Retirement Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $99M 14.215619487942504% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,386 | $86M |
| 2023 | 1 | 2,186 | $95M |
| 2024 | 1 | 2,162 | $99M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Bac Local 3 Ny Individual Account Retirement Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Smith Transport , Inc. Profit Sharing Plan in PA ($95M); by covered participants it is Southern New Hampshire Medical Center 401(a) Retirement Savings Plus Plan in NH (2,195 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($95M here).
- Smith Transport , Inc. Profit Sharing Plan (PA) $95M · 521
- Stagehands Local Two Annuity Plan (IL) $94M · 2,352
- AT&T Puerto Rico Retirement Savings Plan (TX) $97M · 228
- Moses/Weitzman Health System, Inc. 403b Retirement Plan (CT) $94M · 1,205
Similar participant headcount
Nearest other-state filings by covered participants (2,186 participants); asset peers above are excluded.
- Southern New Hampshire Medical Center 401(a) Retirement Savings Plus Plan (NH) 2,195 · 9 off
- Medical Card System Savings Plan (PR) 2,205 · 19 off
- The Health Care Authority for Baptist Health Matching Dollar Plan (AL) 2,207 · 21 off
- Jefferson University Physician Voluntary 403(b) Tda Plan (PA) 2,211 · 25 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.