Profit Sharing · DOL Form 5500 · 2023

Laborers Union Local No. 1174 Annuity Fund Profit Sharing Plan

Data updated 2026-08-11

$27M
Total assets: 837
Participants: 77th
Percentile by assets: $31,848
Avg per participant

Official DOL plan name: Laborers Union Local No. 1174 Annuity Fund · Sponsored by Laborers Union Local No. 1174 Annuity Fund · Pennsylvania · Other Services

$27M in assets, 837 participants

Laborers Union Local No. 1174 Annuity Fund's Laborers Union Local No. 1174 Annuity Fund reported $27M in total assets and 837 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

77th percentile by assets (of 127,072 plans)
#6,953 in Other Services (7,857 peers)

Where Laborers Union Local No. 1174 Annuity Fund sits by assets

Laborers Union Local No. 1174 Annuity Fund sits in the top quartile of all filed plans by assets, $27M for 837 participants (~$31,848/participant), up 8.0% in 2023.

$27M
total plan assets (2023 EOY): 837
covered participants: 77th
percentile by assets (of 127,072 plans): $31,848
avg assets per participant

Laborers Union Local No. 1174 Annuity Fund reported net income rose from $137K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Laborers Union Local No. 1174 Annuity Fund end-of-year assets rose from $25M in the plan year 2022 filing to $27M in the plan year 2023 filing.
Laborers Union Local No. 1174 Annuity Fund reported participants fell from 863 in the plan year 2022 filing to 837 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Pennsylvania

Industry

Other Services

Laborers Union Local No. 1174 Annuity Fund vs the 2023 asset distribution

By assets, Laborers Union Local No. 1174 Annuity Fund outranks 77% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$25M
Net Assets (End of Year)	$27M
Net Income	$2M
Employer EIN	256709152
Plan Effective Date	2000-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Laborers Union Local No. 1174 Annuity Fund)

Total plan assets by year, all Laborers Union Local No. 1174 Annuity Fund plans on file

Year	Plans	Participants	Total Assets
2022	1	863	$25M
2023	1	837	$27M
2024	1	387	$28M

Nearby Profit Sharing Plans in Pennsylvania

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

Laborers Union Local No. 1174 Annuity Fund vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants

Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
University of Pennsylvania Basic Plan $1.7B · 21,016
International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458

Compare Laborers Union Local No. 1174 Annuity Fu… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Laborers Union Local No. 1174 Annuity Fund by total assets, not by location.

Coastal Agrobusiness, Inc. Employee Profit-Sharing Plan (NC) $27M · 224
Dividend Investors, Ltd. Profit Sharing Plan (CA) $27M · N/A
Impax Asset Management 401(k) Retirement Plan (NH) $27M · 103
North American Family Institute, Inc. 403(b) Plan (MA) $26M · 1,448

Frequently Asked Questions

How did Laborers Union Local No. 1174 Annuity Fund assets move in 2023? ▼

Laborers Union Local No. 1174 Annuity Fund grew at a solid clip - up 8.0% during 2023, from $25M to $27M. Reported net income was $2M.

How have Laborers Union Local No. 1174 Annuity Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Laborers Union Local No. 1174 Annuity Fund's sponsor-wide assets grew 13.6%, from $25M to $28M.

Where does Laborers Union Local No. 1174 Annuity Fund rank by assets among Form 5500 filers? ▼

Laborers Union Local No. 1174 Annuity Fund ranks in the 77th 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 Laborers Union Local No. 1174 Annuity Fund? ▼

Among Profit Sharing plans in other states, the closest by assets is Coastal Agrobusiness, Inc. Employee Profit-Sharing Plan in NC ($27M, 224 participants).

Next read for Laborers Union Local No. 1174 Annuity Fu…

Scale reading

Ways to act on Laborers Union Local No. 1174 Annuity Fund's numbers.

By total assets, Laborers Union Local No. 1174 Annuity 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 Pennsylvania. Compare plans
Laborers Union Local No. 1174 Annuity Fund's sponsor-wide assets have grown 13.6% since 2022 across 3 plan years on file. More Other Services 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 256709152.