Profit Sharing · DOL Form 5500 · 2023
Trustees of Southern Illinois Laborers & Employers Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $73M
- Total assets Below avg plan size
- 1,075
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $67,521
- Avg per participant Below avg balance/head
Official DOL plan name: Southern Illinois Laborers & Employers Annuity Fund · Sponsored by Trustees of Southern Illinois Laborers & Employers Annuity Fund · Illinois · Construction
$73M in assets, 1,075 participants
Trustees of Southern Illinois Laborers & Employers Annuity Fund's Southern Illinois Laborers & Employers Annuity Fund reported $73M in total assets and 1,075 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #7,848 in Construction (9,030 peers)
Where Southern Illinois Laborers & Employers Annuity Fund sits by assets
Southern Illinois Laborers & Employers Annuity Fund sits in the top quartile of all filed plans by assets, $73M for 1,075 participants (~$67,521/participant), up 9.5% in 2023.
- #7,848
- in Construction (9,030 peers)
- +9.5%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Southern Illinois Laborers & Employers Annuity Fund's outsized position by total assets
Southern Illinois Laborers & Employers Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$72,585,484 Top 11% higher than 89% 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
Southern Illinois Laborers & Employers Annuity Fund's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Illinois Laborers & Employers Annuity Fund lands in the large band (1,075 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southern Illinois Laborers & Employers Annuity Fund reported net income rose from $940K in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Southern Illinois Laborers & Employers Annuity Fund end-of-year assets rose from $66M in the plan year 2022 filing to $73M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 371215679 · Trustees of Southern Illinois Laborers & Employers Annuity Fund PY 2023 · Profit Sharing
Southern Illinois Laborers & Employers Annuity Fund · $73M · 1,075 · 89th
- TYPE $73M
- NET 1,075
- BOOK 89th
- VS-ST Profit Sharing
- BOY near The Annie E. Casey Foundation Retirement Plan
- SCH ind #7848
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 Illinois →
Southern Illinois Laborers & Employers Annuity Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $66M |
|---|---|
| Net Assets (End of Year) | $72M |
| Net Income | $6M |
| Employer EIN | 371215679 |
| Plan Effective Date | 1987-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Southern Illinois Laborers & Employers Annuity Fund)
Sponsor-wide plan assets over time
All Trustees of Southern Illinois Laborers & Employers Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $166M 149.71103632379155% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,069 | $66M |
| 2023 | 1 | 1,075 | $73M |
| 2024 | 1 | 1,445 | $166M |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.5B · 18,524
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.2B · 23,108
- Mcmaster-Carr Supply Company Profit Sharing Trust $2.7B · 4,366
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $1.8B · 16,214
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.2B · 15,604
Southern Illinois Laborers & Employers Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is The Annie E. Casey Foundation Retirement Plan in MD ($73M); by covered participants it is Roofers Local No. 96 Annuity Fund in MN (1,073 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($73M here).
- The Annie E. Casey Foundation Retirement Plan (MD) $73M · 211
- Goodwill Industries Employee Retirement and Incentive Plan (OR) $73M · 1,556
- I.B.E.W. Local #910 Annuity Fund (NY) $72M · 347
- Teamsters Local 25 Investment Plan (MA) $73M · 1,194
Similar participant headcount
Nearest other-state filings by covered participants (1,075 participants); asset peers above are excluded.
- Roofers Local No. 96 Annuity Fund (MN) 1,073 · 2 off
- Whelen Engineering Company, Inc. Profit Sharing Plan (CT) 1,070 · 5 off
- Casa Colina, Inc. 403(b) Retirement Plan (CA) 1,064 · 11 off
- Pipe Trades Pension of Montana (WA) 1,088 · 13 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.