Profit Sharing · DOL Form 5500 · 2024
New Jersey B.a.C. Annuity Fund Profit Sharing Plan
Data updated 2026-07-24
- $163M
- Total assets
- 1,267
- Participants
- 93rd
- Percentile by assets
- $128,370
- Avg per participant
Official DOL plan name: New Jersey B.a.C. Annuity Fund · Sponsored by New Jersey B.a.C. Annuity Fund · New Jersey · Construction
$163M in assets, 1,267 participants
New Jersey B.a.C. Annuity Fund's New Jersey B.a.C. Annuity Fund reported $163M in total assets and 1,267 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)
Where New Jersey B.a.C. Annuity Fund sits by assets
New Jersey B.a.C. Annuity Fund sits in the top 10% of all filed plans by assets, $163M for 1,267 participants (~$128,370/participant), up 7.5% in 2024.
- $163M
- total plan assets (2024 EOY)
- 1,267
- covered participants
- 93rd
- percentile by assets (of 116,472 plans)
- $128,370
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- New Jersey B.a.C. Annuity Fund reported net income fell from $16M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- New Jersey B.a.C. Annuity Fund reported participants fell from 1,453 in the plan year 2023 filing to 1,267 in the plan year 2024 filing.
- New Jersey B.a.C. Annuity Fund end-of-year assets rose from $151M in the plan year 2023 filing to $163M in the plan year 2024 filing.
New Jersey B.a.C. Annuity Fund vs the 2024 asset distribution
By assets, New Jersey B.a.C. Annuity Fund outranks 93% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.6x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $151M |
|---|---|
| Net Assets (End of Year) | $162M |
| Net Income | $11M |
| Employer EIN | 800083081 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New Jersey B.a.C. Annuity Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,504 | $136M |
| 2023 | 1 | 1,453 | $151M |
| 2024 | 1 | 1,267 | $163M |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
New Jersey B.a.C. 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 New Jersey B.a.C. Annuity Fund by total assets, not by location.
- Plumbers & Steamfitters 72 Defined Contrib Fund (FL) $162M · 3,631
- Alaska Native Tribal Health Consortium Retirement Plan (AK) $164M · 2,903
- Metropolitan Jewish Pension Plan (NY) $161M · 1,920
- International Union of Operating Engineers Local 841 Qualified Savings Plan (IN) $161M · 4,760
Frequently Asked Questions
How did New Jersey B.a.C. Annuity Fund assets move in 2024? ▼
How have New Jersey B.a.C. Annuity Fund plan assets changed over time? ▼
Where does New Jersey B.a.C. Annuity Fund rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to New Jersey B.a.C. Annuity Fund? ▼
Next read for New Jersey B.a.C. Annuity Fund
Scale reading
Ways to act on New Jersey B.a.C. Annuity Fund's numbers.
- By total assets, New Jersey B.a.C. 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
- New Jersey B.a.C. Annuity Fund's sponsor-wide assets have grown 19.7% 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 800083081.
Read our methodology - how this data is sourced, computed, and verified.