Profit Sharing · DOL Form 5500 · 2023
Board of Trustees of Bricklayers & Stonemasons Local 5 Annuity Fund Profit Sharing Plan
Data updated 2026-08-11
- $14M
- Total assets
- 96
- Participants
- 65th
- Percentile by assets
- $141,574
- Avg per participant
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.
- 65th percentile by assets (of 127,072 plans)
- #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.
- $14M
- total plan assets (2023 EOY)
- 96
- covered participants
- 65th
- percentile by assets (of 127,072 plans)
- $141,574
- avg assets per participant
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.
Board of Trustees of Bricklayers & Stonemasons Local 5 Annuity Fund across 3 plan years on file
Across the 3 plan years Board of Trustees of Bricklayers & Stonemasons Local 5 Annuity Fund has on file (2022-2024), sponsor-wide plan assets have moved from $13M to $15M, a gain of 11.6%, while reported participants moved from 95 to 74 (-22.1%). Peak year by sponsor assets: 2024 ($15M); trough: 2022 ($13M).
Board of Trustees of Bricklayers & Stonemasons Local 5 Annuity Fund multi-year asset trail
| 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.
Bricklayers and Stonemasons Local 5 Annuity Fund vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Bricklayers and Stonemasons Local 5 Annuity Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did Bricklayers and Stonemasons Local 5 Annuity Fund assets move in 2023? ▼
How have Board of Trustees of Bricklayers & Stonemasons Local 5 Annuity Fund plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Bricklayers and Stonemasons Local 5 Annuity Fund? ▼
Next read for Bricklayers and Stonemasons Local 5 Annu…
Multi-year trail
Ways to act on Bricklayers and Stonemasons Local 5 Annuity Fund's numbers.
- By total assets, Bricklayers and Stonemasons Local 5 Annuity Fund ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New Jersey. Compare plans
- Board of Trustees of Bricklayers & Stonemasons Local 5 Annuity Fund's sponsor-wide assets have grown 11.6% since 2022 across 3 plan years on file. More Construction plans