Profit Sharing · DOL Form 5500 · 2024
Bd of Trustees Heavy & General Laborers' of Nj Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $1.6B
- Total assets Very large vs avg
- 8,865
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $174,957
- Avg per participant Above avg balance/head
Official DOL plan name: Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan · Sponsored by Bd of Trustees Heavy & General Laborers' of Nj Annuity Fund · New Jersey · Construction
$1.6B in assets, 8,865 participants
Bd of Trustees Heavy & General Laborers' of Nj Annuity Fund's Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan reported $1.6B in total assets and 8,865 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #8,954 in Construction (9,039 peers)
Coverage in New Jersey
Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan covers 8,865 participants in New Jersey, 10x the typical New Jersey plan (state average ~844 per filing). Assets: $1.6B.
- #8,954
- in Construction (9,039 peers)
- +10.7%
- assets growth YoY
- 16×
- vs typical plan assets (national mean)
Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan's outsized position by total assets
Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,550,996,804 Top 1% higher than 99% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan lands in the large band (8,865 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan reported net income fell from $127M in the plan year 2023 filing to $102M in the plan year 2024 filing.
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan end-of-year assets rose from $1.4B in the plan year 2023 filing to $1.6B in the plan year 2024 filing.
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan reported participants rose from 8,602 in the plan year 2023 filing to 8,865 in the plan year 2024 filing.
DOL schedule card
Filing strip 222331070 · Bd of Trustees Heavy & General Laborers' of Nj Annuity Fund PY 2024 · Profit Sharing
Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan · $1.6B · 8,865 · 99th
- TYPE $1.6B
- NET 8,865
- BOOK 99th
- VS-ST Profit Sharing
- BOY near H-E-B Partner Stock Plan
- SCH ind #8954
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 →
Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $1.4B |
|---|---|
| Net Assets (End of Year) | $1.5B |
| Net Income | $102M |
| Employer EIN | 222331070 |
| Plan Effective Date | 1980-10-21 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trustees Heavy & General Laborers' of Nj Annuity Fund)
Sponsor-wide plan assets over time
All Bd of Trustees Heavy & General Laborers' of Nj Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.6B 19.27094725800545% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8,556 | $1.3B |
| 2023 | 1 | 8,602 | $1.4B |
| 2024 | 1 | 8,865 | $1.6B |
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 · 1,666
- Operating Engineers Local 825 Profit Sharing Fund $1.5B · 10,365
- IBEW Local Union No 102 Surety Plan $685M · 2,382
- Kpmg Partner Retirement Savings Plan $524M · 1,704
- Cooper Health System, Inc. Defined Contribution Retirement Plan $359M · 7,208
Scale composition for Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan
Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan reports $1.6B in end-of-year assets across 8,865 participants (0.013% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $174,957 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2024 was $102M.
This plan identity (EIN 222331070, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.3B to $1.6B (+19.3%) while covered participants moved from 8,556 to 8,865 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,556 | $1.3B | Open filing |
| 2023 | 8,602 | $1.4B | Open filing |
| 2024 · index core | 8,865 | $1.6B | This page |
Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is H-E-B Partner Stock Plan in TX ($1.6B); by covered participants it is Operating Engineers Local 66 Annuity and Savings Fund in PA (8,936 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.6B here).
- H-E-B Partner Stock Plan (TX) $1.6B · 103,962
- Charter Communications, Inc. Retirement Accumulation Plan (NC) $1.5B · 96,794
- Memorialcare Retirement Plan (CA) $1.4B · 4,491
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund (WI) $1.4B · 5,999
Similar participant headcount
Nearest other-state filings by covered participants (8,865 participants); asset peers above are excluded.
- Operating Engineers Local 66 Annuity and Savings Fund (PA) 8,936 · 71 off
- Allina 403(b) Retirement Savings Plan (MN) 8,757 · 108 off
- National Roofing Industry Supplemental Pension Plan (MN) 9,009 · 144 off
- Annuity Fund of Operating Engineers Local 513 (MO) 9,100 · 235 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.