Profit Sharing · DOL Form 5500 · 2024

Board of Trustees Local 60 Annuity Fund Profit Sharing Plan

Data updated 2026-07-24

$200M
Total assets: 1,026
Participants: 94th
Percentile by assets: $195,086
Avg per participant

Official DOL plan name: Westchester Heavy Construction Laborers Local 60 Annuity Fund · Sponsored by Board of Trustees Local 60 Annuity Fund · New York · Construction

$200M in assets, 1,026 participants

Board of Trustees Local 60 Annuity Fund's Westchester Heavy Construction Laborers Local 60 Annuity Fund reported $200M in total assets and 1,026 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

94th percentile by assets (of 116,472 plans)

Where Westchester Heavy Construction Laborers Local 60 Annuity Fund sits by assets

Westchester Heavy Construction Laborers Local 60 Annuity Fund sits in the top 10% of all filed plans by assets, $200M for 1,026 participants (~$195,086/participant), up 10.7% in 2024.

$200M
total plan assets (2024 EOY): 1,026
covered participants: 94th
percentile by assets (of 116,472 plans): $195,086
avg assets per participant

Westchester Heavy Construction Laborers Local 60 Annuity Fund end-of-year assets rose from $181M in the plan year 2023 filing to $200M in the plan year 2024 filing.
Westchester Heavy Construction Laborers Local 60 Annuity Fund reported net income fell from $21M in the plan year 2023 filing to $19M in the plan year 2024 filing.
Westchester Heavy Construction Laborers Local 60 Annuity Fund reported participants fell from 1,093 in the plan year 2023 filing to 1,026 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Construction

Westchester Heavy Construction Laborers Local 60 Annuity Fund vs the 2024 asset distribution

By assets, Westchester Heavy Construction Laborers Local 60 Annuity Fund outranks 94% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.0x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$181M
Net Assets (End of Year)	$200M
Net Income	$19M
Employer EIN	133344192
Plan Effective Date	1986-03-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees Local 60 Annuity Fund)

Total plan assets by year, all Board of Trustees Local 60 Annuity Fund plans on file

Year	Plans	Participants	Total Assets
2022	1	1,130	$160M
2023	1	1,093	$181M
2024	1	1,026	$200M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Westchester Heavy Construction Laborers Local 60 Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants

Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Mason Tenders District Council Annuity Fund $944M · 11,824

Compare Westchester Heavy Construction Laborers … side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Westchester Heavy Construction Laborers Local 60 Annuity Fund by total assets, not by location.

Roberts Oxygen Company, Inc. Profit Sharing Plan (MD) $201M · 498
Nnpp Contractor Capital Accumulation Plan (PA) $202M · 5,971
Methodist Hospital of Southern California Retirement Savings Plan (CA) $202M · 1,651
Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan (GA) $204M · 2,710

Frequently Asked Questions

How did Westchester Heavy Construction Laborers Local 60 Annuity Fund assets move in 2024? ▼

Westchester Heavy Construction Laborers Local 60 Annuity Fund grew at a solid clip - up 10.7% during 2024, from $181M to $200M. Reported net income was $19M.

How have Board of Trustees Local 60 Annuity Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees Local 60 Annuity Fund's sponsor-wide assets grew 25.1%, from $160M to $200M.

Where does Westchester Heavy Construction Laborers Local 60 Annuity Fund rank by assets among Form 5500 filers? ▼

Westchester Heavy Construction Laborers Local 60 Annuity Fund ranks in the 94th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which Profit Sharing plans are similar in size to Westchester Heavy Construction Laborers Local 60 Annuity Fund? ▼

Among Profit Sharing plans in other states, the closest by assets is Roberts Oxygen Company, Inc. Profit Sharing Plan in MD ($201M, 498 participants).

Next read for Westchester Heavy Construction Laborers …

Scale reading

Ways to act on Westchester Heavy Construction Laborers Local 60 Annuity Fund's numbers.

By total assets, Westchester Heavy Construction Laborers Local 60 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 York. Compare plans
Board of Trustees Local 60 Annuity Fund's sponsor-wide assets have grown 25.1% since 2022 across 3 plan years on file. More Construction 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 133344192.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.