Profit Sharing · DOL Form 5500 · 2024
Board of Trustees, Smw Local Union No. 25 Nj Annuity Fund Profit Sharing Plan
Data updated 2026-07-24
- $158M
- Total assets
- 410
- Participants
- 93rd
- Percentile by assets
- $384,952
- Avg per participant
Official DOL plan name: Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund · Sponsored by Board of Trustees, Smw Local Union No. 25 Nj Annuity Fund · New Jersey · Finance & Insurance
$158M in assets, 410 participants
Board of Trustees, Smw Local Union No. 25 Nj Annuity Fund's Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund reported $158M in total assets and 410 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 116,472 plans)
Coverage in New Jersey
Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund covers 410 participants in New Jersey, about 47% of the average New Jersey filer (state average ~865 per filing). Assets: $158M.
- $158M
- total plan assets (2024 EOY)
- 410
- covered participants
- 93rd
- percentile by assets (of 116,472 plans)
- $384,952
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund reported net income fell from $11M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund end-of-year assets rose from $149M in the plan year 2023 filing to $158M in the plan year 2024 filing.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 865 participants across 3,927 plans. Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund reports 410 participants - about 47% of that state average ($158M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $149M |
|---|---|
| Net Assets (End of Year) | $158M |
| Net Income | $9M |
| Employer EIN | 222586286 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Smw Local Union No. 25 Nj Annuity Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 408 | $137M |
| 2023 | 1 | 411 | $149M |
| 2024 | 1 | 410 | $158M |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.5B · 1,666
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.6B · 8,865
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund by total assets, not by location.
- The Oriental Bank Coda Profit Sharing Plan (PR) $157M · 2,084
- West Virginia Laborers Profit Sharing Plan (WV) $157M · 5,755
- Plumbers Lu No 690 Supplemental Retirement Plan (PA) $156M · 1,044
- Sentara 401(a) Retirement Plan (VA) $160M · 17,694
Frequently Asked Questions
How did Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund assets move in 2024? ▼
How have Board of Trustees, Smw Local Union No. 25 Nj Annuity Fund plan assets changed over time? ▼
Where does Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund? ▼
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Filing takeaways
Ways to act on Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund's numbers.
- By total assets, Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund ranks in the top 10% of all filed plans 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, Smw Local Union No. 25 Nj Annuity Fund's sponsor-wide assets have grown 15.0% since 2022 across 3 plan years on file. More Finance & Insurance plans
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 222586286.
Read our methodology - how this data is sourced, computed, and verified.