Profit Sharing · DOL Form 5500 · 2023
Board of Trustees of Local Union Number 130, Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 196
- Participants Below avg headcount
- 66th
- Percentile by assets National rank
- $71,719
- Avg per participant Below avg balance/head
Official DOL plan name: Laborers' International Union of North America Local Union Number 130, Annuity Fund · Sponsored by Board of Trustees of Local Union Number 130, Annuity Fund · Pennsylvania · Construction
$14M in assets, 196 participants
Board of Trustees of Local Union Number 130, Annuity Fund's Laborers' International Union of North America Local Union Number 130, Annuity Fund reported $14M in total assets and 196 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- #5,829 in Construction (9,030 peers)
Coverage in Pennsylvania
Laborers' International Union of North America Local Union Number 130, Annuity Fund covers 196 participants in Pennsylvania, about 24% of the average Pennsylvania filer (state average ~822 per filing). Assets: $14M.
- #5,829
- in Construction (9,030 peers)
- -0.7%
- assets change YoY
The plan reported a net loss of $100K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Laborers' International Union of North America Local Union Number 130, Annuity Fund's mid-pack asset rank among Construction and all filers
Laborers' International Union of North America Local Union Number 130, Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,056,941 Top 34% higher than 66% 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
Laborers' International Union of North America Local Union Number 130, 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' International Union of North America Local Union Number 130, Annuity Fund sits mid-pack in the medium band (196 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Laborers' International Union of North America Local Union Number 130, Annuity Fund reported net income rose from -$1M in the plan year 2022 filing to -$100K in the plan year 2023 filing.
- Laborers' International Union of North America Local Union Number 130, Annuity Fund reported participants fell from 342 in the plan year 2022 filing to 196 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 237062537 · Board of Trustees of Local Union Number 130, Annuity Fund PY 2023 · Profit Sharing
Laborers' International Union of North America Local Union Number 130, Annuity Fund · $14M · 196 · 66th
- IND $14M
- IND 196
- IND 66th
- IND Profit Sharing
- IND near Bioenergy Technology Inc. Retirement Plan
- IND ind #5829
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 Pennsylvania →
Laborers' International Union of North America Local Union Number 130, Annuity Fund in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$100K |
| Employer EIN | 237062537 |
| Plan Effective Date | 1969-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Local Union Number 130, Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees of Local Union Number 130, Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 13.078205066340221% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 342 | $14M |
| 2023 | 1 | 196 | $14M |
| 2024 | 1 | 199 | $12M |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- 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
Laborers' International Union of North America Local Union Number 130, Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Bioenergy Technology Inc. Retirement Plan in FL ($14M); by covered participants it is Peters Heating and Air Conditioning, Inc Profit Sharing Plan in IL (196 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (196 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.