Profit Sharing · DOL Form 5500 · 2024
Board of Trustees Local 60 Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $200M
- Total assets Near avg plan size
- 1,026
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $195,086
- Avg per participant Above avg balance/head
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.
- #8,423 in Construction (9,039 peers)
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.
- #8,423
- in Construction (9,039 peers)
- +10.7%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
Westchester Heavy Construction Laborers Local 60 Annuity Fund's outsized position by total assets
Westchester Heavy Construction Laborers Local 60 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$200,158,003 Top 6% higher than 94% 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
Westchester Heavy Construction Laborers Local 60 Annuity Fund'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. Westchester Heavy Construction Laborers Local 60 Annuity Fund lands in the large band (1,026 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Published 5500 schedule card
Filing strip 133344192 · Board of Trustees Local 60 Annuity Fund PY 2024 · Profit Sharing
Westchester Heavy Construction Laborers Local 60 Annuity Fund · $200M · 1,026 · 94th
- PCT $200M
- PCT 1,026
- PCT 94th
- PCT Profit Sharing
- PCT near Roberts Oxygen Company, Inc. Profit Sharing Plan
- PCT ind #8423
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 York →
Westchester Heavy Construction Laborers Local 60 Annuity Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees Local 60 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $200M 25.08769490456853% vs 2022
- 2024 filing year
| 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.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- 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
Westchester Heavy Construction Laborers Local 60 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Roberts Oxygen Company, Inc. Profit Sharing Plan in MD ($201M); by covered participants it is IBEW Local No 461 Defined Contribution Pension Plan in MI (1,026 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($200M here).
- Roberts Oxygen Company, Inc. Profit Sharing Plan (MD) $201M · 498
- Bricklayers of Indiana Retirement Plan (IL) $198M · 1,169
- Nnpp Contractor Capital Accumulation Plan (PA) $202M · 5,971
- Methodist Hospital of Southern California Retirement Savings Plan (CA) $202M · 1,651
Similar participant headcount
Nearest other-state filings by covered participants (1,026 participants); asset peers above are excluded.
- IBEW Local No 461 Defined Contribution Pension Plan (MI) 1,026 · 0 off
- California Thoroughbred Trainers Backstretch Employees' Retirement Savings Pension Plan (CA) 1,027 · 1 off
- Texas Farm Bureau & Adopting Companies Defined Contribution Plan (TX) 1,033 · 7 off
- Mount Saint Mary's University Defined Contribution Retirement Plan (MD) 1,015 · 11 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.