Other · DOL Form 5500 · 2023
Laborers Annuity Fund Local #199 Board of Trustees Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 646
- Participants Below avg headcount
- 53rd
- Percentile by assets National rank
- $12,176
- Avg per participant Low balance/head
Official DOL plan name: Local 199 Laborers International Union of North America Annuity Plan · Sponsored by Laborers Annuity Fund Local #199 Board of Trustees · Pennsylvania · Finance & Insurance
$8M in assets, 646 participants
Laborers Annuity Fund Local #199 Board of Trustees's Local 199 Laborers International Union of North America Annuity Plan reported $8M in total assets and 646 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.
- #3,411 in Finance & Insurance (8,869 peers)
Laborers Annuity Fund Local #199 Board of Trustees multi-year trail
Laborers Annuity Fund Local #199 Board of Trustees's plans moved +20.4% in assets from 2022 to 2024; this filing shows Local 199 Laborers International Union of North America Annuity Plan at $8M / 646 participants.
- #3,411
- in Finance & Insurance (8,869 peers)
- +11.8%
- assets growth YoY
Local 199 Laborers International Union of North America Annuity Plan's mid-pack asset rank among Finance & Insurance and all filers
Local 199 Laborers International Union of North America Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,865,483 Top 47% higher than 53% 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
Local 199 Laborers International Union of North America Annuity Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 199 Laborers International Union of North America Annuity Plan sits mid-pack in the medium band (646 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Local 199 Laborers International Union of North America Annuity Plan reported net income rose from $36K in the plan year 2022 filing to $783K in the plan year 2023 filing.
- Local 199 Laborers International Union of North America Annuity Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Local 199 Laborers International Union of North America Annuity Plan reported participants rose from 595 in the plan year 2022 filing to 646 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 516168953 · Laborers Annuity Fund Local #199 Board of Trustees PY 2023 · Other
Local 199 Laborers International Union of North America Annuity Plan · $8M · 646 · 53rd
- EOY $8M
- 5500 646
- ASSETS 53rd
- PCT Other
- EIN near Mt. San Rafael Hospital Retirement Plan
- RANK ind #3411
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 Finance & Insurance retirement plans → · Plans in Pennsylvania →
Local 199 Laborers International Union of North America Annuity Plan in the asset neighbourhood
Laborers Annuity Fund Local #199 Board of Trustees multi-year asset trail
Sponsor-wide plan assets over time
All Laborers Annuity Fund Local #199 Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 20.39745279219124% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 595 | $7M |
| 2023 | 1 | 646 | $8M |
| 2024 | 1 | 682 | $8M |
Laborers Annuity Fund Local #199 Board of Trustees filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $783K |
| Employer EIN | 516168953 |
| Plan Effective Date | 1988-05-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Local 199 Laborers International Union of North America Annuity Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Mt. San Rafael Hospital Retirement Plan in CO ($8M); by covered participants it is Pacific Lutheran University 403(b) Retirement Plan in WA (646 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (646 participants); asset peers above are excluded.
- Pacific Lutheran University 403(b) Retirement Plan (WA) 646 · 0 off
- Asian Health Services 403(b) Plan (CA) 646 · 0 off
- Tri-County 403(b) (NJ) 647 · 1 off
- Prairie Lakes Healthcare System 403(b) Plan (SD) 647 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.