Profit Sharing · DOL Form 5500 · 2023
Board of Trustees of Bricklayers & Stonemasons Local 5 Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 96
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $141,574
- Avg per participant Near avg balance/head
Official DOL plan name: Bricklayers and Stonemasons Local 5 Annuity Fund · Sponsored by Board of Trustees of Bricklayers & Stonemasons Local 5 Annuity Fund · New Jersey · Construction
$14M in assets, 96 participants
Board of Trustees of Bricklayers & Stonemasons Local 5 Annuity Fund's Bricklayers and Stonemasons Local 5 Annuity Fund reported $14M in total assets and 96 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #5,757 in Construction (9,030 peers)
Board of Trustees of Bricklayers & Stonemasons Local 5 Annuity Fund multi-year trail
Board of Trustees of Bricklayers & Stonemasons Local 5 Annuity Fund's plans moved +11.6% in assets from 2022 to 2024; this filing shows Bricklayers and Stonemasons Local 5 Annuity Fund at $14M / 96 participants.
- #5,757
- in Construction (9,030 peers)
- +3.8%
- assets growth YoY
Bricklayers and Stonemasons Local 5 Annuity Fund's mid-pack asset rank among Construction and all filers
Bricklayers and Stonemasons Local 5 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,591,133 Top 35% higher than 65% 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
Bricklayers and Stonemasons Local 5 Annuity Fund among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bricklayers and Stonemasons Local 5 Annuity Fund is a small filing (96 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bricklayers and Stonemasons Local 5 Annuity Fund reported net income rose from $74K in the plan year 2022 filing to $497K in the plan year 2023 filing.
- Bricklayers and Stonemasons Local 5 Annuity Fund end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Bricklayers and Stonemasons Local 5 Annuity Fund reported participants rose from 95 in the plan year 2022 filing to 96 in the plan year 2023 filing.
DOL schedule card
Filing strip 236535428 · Board of Trustees of Bricklayers & Stonemasons Local 5 Annuity Fund PY 2023 · Profit Sharing
Bricklayers and Stonemasons Local 5 Annuity Fund · $14M · 96 · 65th
- IND $14M
- EOY 96
- 5500 65th
- ASSETS Profit Sharing
- PCT near Comprehensive Mental Health Center of Tacoma-Pierce County 403 (B) Retirement Plan
- EIN ind #5757
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 Jersey →
Bricklayers and Stonemasons Local 5 Annuity Fund in the asset neighbourhood
Board of Trustees of Bricklayers & Stonemasons Local 5 Annuity Fund multi-year asset trail
Sponsor-wide plan assets over time
All Board of Trustees of Bricklayers & Stonemasons Local 5 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 11.553553258167758% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 95 | $13M |
| 2023 | 1 | 96 | $14M |
| 2024 | 1 | 74 | $15M |
Board of Trustees of Bricklayers & Stonemasons Local 5 Annuity Fund filing trail (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $497K |
| Employer EIN | 236535428 |
| Plan Effective Date | 1996-06-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.5B · 1,843
- Operating Engineers Local 825 Profit Sharing Fund $1.4B · 10,336
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.4B · 8,602
- IBEW Local Union No 102 Surety Plan $637M · 2,283
- Kpmg Partner Retirement Savings Plan $529M · 1,895
Bricklayers and Stonemasons Local 5 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is Comprehensive Mental Health Center of Tacoma-Pierce County 403 (B) Retirement Plan in WA ($14M); by covered participants it is The Profit Sharing Plan of Fairview Evergreen Nurseries, Inc. in PA (96 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Comprehensive Mental Health Center of Tacoma-Pierce County 403 (B) Retirement Plan (WA) $14M · 394
- Vnacare Retirement Plan (CA) $14M · 203
- Community Action Partnership of Ramsey and Washington Counties Tax Sheltered Investment Program 403(b) Plan (MN) $14M · 333
- Cabinet Peaks Medical Center Personal Retirement Plan (MT) $14M · 279
Similar participant headcount
Nearest other-state filings by covered participants (96 participants); asset peers above are excluded.
- The Profit Sharing Plan of Fairview Evergreen Nurseries, Inc. (PA) 96 · 0 off
- Senior Connections 403(b) Plan (VA) 96 · 0 off
- The Carpenter Group Profit Sharing Plan (CA) 96 · 0 off
- Iec Retirement Plan (MA) 96 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.