Profit Sharing · DOL Form 5500 · 2024

United Assn of Journeymen & Apprnc Local 198 AFL-CIO Annuity Trust Fun Profit Sharing Plan

Data updated 2026-07-24

$28M
Total assets: 3,109
Participants: 76th
Percentile by assets: $8,856
Avg per participant

Official DOL plan name: United Association of Journeymen & Apprentice Annuity Trust Fund · Sponsored by United Assn of Journeymen & Apprnc Local 198 AFL-CIO Annuity Trust Fun · Florida · Construction

$28M in assets, 3,109 participants

United Assn of Journeymen & Apprnc Local 198 AFL-CIO Annuity Trust Fun's United Association of Journeymen & Apprentice Annuity Trust Fund reported $28M in total assets and 3,109 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

76th percentile by assets (of 116,472 plans)

Coverage in Florida

United Association of Journeymen & Apprentice Annuity Trust Fund covers 3,109 participants in Florida, 4.9x the typical Florida plan (state average ~631 per filing). Assets: $28M.

$28M
total plan assets (2024 EOY): 3,109
covered participants: 76th
percentile by assets (of 116,472 plans): $8,856
avg assets per participant

United Association of Journeymen & Apprentice Annuity Trust Fund reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
United Association of Journeymen & Apprentice Annuity Trust Fund end-of-year assets rose from $24M in the plan year 2023 filing to $28M in the plan year 2024 filing.
United Association of Journeymen & Apprentice Annuity Trust Fund reported participants rose from 3,054 in the plan year 2023 filing to 3,109 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Florida

Industry

Construction

Participants vs Florida filers

In Florida, the average filing covers about 631 participants across 6,304 plans. United Association of Journeymen & Apprentice Annuity Trust Fund reports 3,109 participants - 4.9x that state average ($28M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)	$24M
Net Assets (End of Year)	$28M
Net Income	$3M
Employer EIN	726205444
Plan Effective Date	2000-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (United Assn of Journeymen & Apprnc Local 198 AFL-CIO Annuity Trust Fun)

Total plan assets by year, all United Assn of Journeymen & Apprnc Local 198 AFL-CIO Annuity Trust Fun plans on file

Year	Plans	Participants	Total Assets
2022	1	3,085	$21M
2023	1	3,054	$24M
2024	1	3,109	$28M

Nearby Profit Sharing Plans in Florida

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

United Association of Journeymen & Apprentice Annuity Trust Fund vs. nearby Profit Sharing plans in Florida, assets vs. participants

Shands Health Care Matched Savings Account 401(a) $487M · 10,470
Orlando Health, Inc. Retirement Savings Plan 401a $458M · 27,976
Lakeland Regional Medical Center Retirement Plan Trust $189M · 5,019
Plumbers & Steamfitters 72 Defined Contrib Fund $162M · 3,631
Brooks Rehabilitation 403(b) Retirement Plan $123M · 957

Compare United Association of Journeymen & Appre… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to United Association of Journeymen & Apprentice Annuity Trust Fund by total assets, not by location.

Freshfields US LLP Hr-10 Profit-Sharing Plan (NY) $28M · 106
Farrell Calhoun, Inc. Retirement Plan (TN) $28M · 196
Iex Group, Inc. 401(k) Profit Sharing Plan (NY) $27M · 193
Radiology Associates of Dothan, P.a. Profit Sharing Plan (AL) $28M · 16

Frequently Asked Questions

How did United Association of Journeymen & Apprentice Annuity Trust Fund assets move in 2024? ▼

United Association of Journeymen & Apprentice Annuity Trust Fund grew at a solid clip - up 14.4% during 2024, from $24M to $28M. Reported net income was $3M.

How have United Assn of Journeymen & Apprnc Local 198 AFL-CIO Annuity Trust Fun plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), United Assn of Journeymen & Apprnc Local 198 AFL-CIO Annuity Trust Fun's sponsor-wide assets grew 28.1%, from $21M to $28M.

Where does United Association of Journeymen & Apprentice Annuity Trust Fund rank by assets among Form 5500 filers? ▼

United Association of Journeymen & Apprentice Annuity Trust Fund ranks in the 76th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Profit Sharing plans are similar in size to United Association of Journeymen & Apprentice Annuity Trust Fund? ▼

Among Profit Sharing plans in other states, the closest by assets is Freshfields US LLP Hr-10 Profit-Sharing Plan in NY ($28M, 106 participants).

Next read for United Association of Journeymen & Appre…

Filing takeaways

Ways to act on United Association of Journeymen & Apprentice Annuity Trust Fund's numbers.

By total assets, United Association of Journeymen & Apprentice Annuity Trust Fund ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Florida. Compare plans
United Assn of Journeymen & Apprnc Local 198 AFL-CIO Annuity Trust Fun's sponsor-wide assets have grown 28.1% 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 726205444.

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.