Profit Sharing · DOL Form 5500 · 2023

Laborers Union Local No. 1174 Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
837
Participants Near avg headcount
77th
Percentile by assets National rank
$31,848
Avg per participant Low balance/head
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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.

  • #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.

#6,953
in Other Services (7,857 peers)
+8.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Laborers Union Local No. 1174 Annuity Fund's outsized position by total assets

Laborers Union Local No. 1174 Annuity Fund vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$26,656,842 Top 23% higher than 77% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Laborers Union Local No. 1174 Annuity Fund 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. Laborers Union Local No. 1174 Annuity Fund sits mid-pack in the medium band (837 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

Form 5500 schedule snapshot

Filing strip 256709152 · Laborers Union Local No. 1174 Annuity Fund PY 2023 · Profit Sharing

Laborers Union Local No. 1174 Annuity Fund · $27M · 837 · 77th

  • EBSA $27M
  • PART 837
  • TYPE 77th
  • NET Profit Sharing
  • BOOK near Coastal Agrobusiness, Inc. Employee Profit-Sharing Plan
  • VS-ST ind #6953

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 Other Services retirement plans → · Plans in Pennsylvania →

Laborers Union Local No. 1174 Annuity Fund in the asset neighbourhood

Dividend Investors, Ltd. Profit Sharing PlanDividend Investors, Ltd. Pro…$27MLaborers Union Local No. 1174 Annuity FundLaborers Union Local No. 117…$27MCoastal Agrobusiness, Inc. Employee Profit-Sharing PlanCoastal Agrobusiness, Inc. E…$27MImpax Asset Management 401(k) Retirement PlanImpax Asset Management 401(k…$27MNorth American Family Institute, Inc. 403(b) PlanNorth American Family Instit…$26M
End-of-year total assets ($M) among Laborers Union Local No. 1174 Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$27M
Net Income$2M
Employer EIN256709152
Plan Effective Date2000-05-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Laborers Union Local No. 1174 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$28M 13.644042480907839% vs 2022
2024 filing year
$24M$26M$28M$30M 202220232024 $24.7M $28.1M ▲ +13.7%
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 Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Laborers Union Local No. 1174 Annuity Fund, Total assets ($B): 0.026656842 · Participants: 837Laborers Union Local No. 1174 Annuity FundEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Laborers Union Local No. 1174 Annuity Fund vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Laborers Union Local No. 1174 Annuity Fund side-by-side with 3 peers →

Laborers Union Local No. 1174 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Coastal Agrobusiness, Inc. Employee Profit-Sharing Plan in NC ($27M); by covered participants it is Momentum Agencies Retirement Plan in CA (838 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (837 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Profit Sharing plans cover a similar participant headcount to Laborers Union Local No. 1174 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Momentum Agencies Retirement Plan in CA (838 participants, $6M in assets).

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.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.