Profit Sharing · DOL Form 5500 · 2024

New Jersey B.a.C. Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$163M
Total assets Near avg plan size
1,267
Participants Near avg headcount
93rd
Percentile by assets National rank
$128,370
Avg per participant Near avg balance/head
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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.

  • #8,325 in Construction (9,039 peers)

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.

#8,325
in Construction (9,039 peers)
+7.5%
assets growth YoY
1.6×
vs typical plan assets (national mean)

New Jersey B.a.C. Annuity Fund's outsized position by total assets

New Jersey B.a.C. Annuity Fund vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$162,644,545 Top 7% higher than 93% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

New Jersey B.a.C. 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. New Jersey B.a.C. Annuity Fund lands in the large band (1,267 participants).

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 800083081 · New Jersey B.a.C. Annuity Fund PY 2024 · Profit Sharing

New Jersey B.a.C. Annuity Fund · $163M · 1,267 · 93rd

  • BOY $163M
  • SCH 1,267
  • EBSA 93rd
  • PART Profit Sharing
  • TYPE near Plumbers & Steamfitters 72 Defined Contrib Fund
  • NET ind #8325

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 →

New Jersey B.a.C. Annuity Fund in the asset neighbourhood

Alaska Native Tribal Health Consortium Retirement PlanAlaska Native Tribal Health …$164MNew Jersey B.a.C. Annuity FundNew Jersey B.a.C. Annuity Fu…$163MPlumbers & Steamfitters 72 Defined Contrib FundPlumbers & Steamfitters 72 D…$162MMetropolitan Jewish Pension PlanMetropolitan Jewish Pension …$161MInternational Union of Operating Engineers Local 841 Qualified Savings PlanInternational Union of Opera…$161M
End-of-year total assets ($M) among New Jersey B.a.C. Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$151M
Net Assets (End of Year)$162M
Net Income$11M
Employer EIN800083081
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Jersey B.a.C. Annuity Fund)

Sponsor-wide plan assets over time

All New Jersey B.a.C. Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$163M 19.73362442376951% vs 2022
2024 filing year
$130M$140M$150M$160M$170M 202220232024 $136M $163M ▲ +19.7%
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 Scatter plot of 6 data points. 050001000015000 0123 Total assets ($B) Participants New Jersey B.a.C. Annuity Fund, Total assets ($B): 0.162644545 · Participants: 1267New Jersey B.a.C. Annuity FundErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.537544692 · Participants: 1666Ernst & Young Partnership Retirement (Hr-10) PlanHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.550996804 · Participants: 8865Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.508059789 · Participants: 10365Operating Engineers Local 825 Profit Sharing FundIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.684866455 · Participants: 2382IBEW Local Union No 102 Surety PlanKpmg Partner Retirement Savings Plan, Total assets ($B): 0.52416742 · Participants: 1704Kpmg Partner Retirement Savings Plan
New Jersey B.a.C. Annuity Fund vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare New Jersey B.a.C. Annuity Fund side-by-side with 3 peers →

New Jersey B.a.C. Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is Plumbers & Steamfitters 72 Defined Contrib Fund in FL ($162M); by covered participants it is Tuality Healthcare Performance Retirement Plan - 403(b) in OR (1,263 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,267 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did New Jersey B.a.C. Annuity Fund assets move in 2024? ▼
New Jersey B.a.C. Annuity Fund grew at a solid clip - up 7.5% during 2024, from $151M to $163M. Reported net income was $11M.
How have New Jersey B.a.C. Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Jersey B.a.C. Annuity Fund's sponsor-wide assets grew 19.7%, from $136M to $163M.
Where does New Jersey B.a.C. Annuity Fund rank by assets among Form 5500 filers? ▼
New Jersey B.a.C. Annuity Fund ranks in the 93rd percentile by end-of-year assets among 123,622 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 New Jersey B.a.C. Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Plumbers & Steamfitters 72 Defined Contrib Fund in FL ($162M, 3,631 participants).
Which Profit Sharing plans cover a similar participant headcount to New Jersey B.a.C. Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Tuality Healthcare Performance Retirement Plan - 403(b) in OR (1,263 participants, $120M in assets).

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.

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