Profit Sharing · DOL Form 5500 · 2024

Board of Trustees of Construction Workers Local 147 Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
102
Participants Small participant base
73rd
Percentile by assets National rank
$225,267
Avg per participant Above avg balance/head
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Official DOL plan name: Construction Workers Local 147 Annuity Fund · Sponsored by Board of Trustees of Construction Workers Local 147 Annuity Fund · New Jersey · Construction

$23M in assets, 102 participants

Board of Trustees of Construction Workers Local 147 Annuity Fund's Construction Workers Local 147 Annuity Fund reported $23M in total assets and 102 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #6,476 in Construction (9,039 peers)

Coverage in New Jersey

Construction Workers Local 147 Annuity Fund covers 102 participants in New Jersey, about 12% of the average New Jersey filer (state average ~844 per filing). Assets: $23M.

#6,476
in Construction (9,039 peers)
+6.9%
assets growth YoY

Construction Workers Local 147 Annuity Fund's outsized position by total assets

Construction Workers Local 147 Annuity Fund vs every filed plan by assets

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

$22,977,277 Top 27% higher than 73% 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

Construction Workers Local 147 Annuity Fund among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Construction Workers Local 147 Annuity Fund sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Construction Workers Local 147 Annuity Fund reported participants rose from 76 in the plan year 2023 filing to 102 in the plan year 2024 filing.
  • Construction Workers Local 147 Annuity Fund reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Construction Workers Local 147 Annuity Fund end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 133161716 · Board of Trustees of Construction Workers Local 147 Annuity Fund PY 2024 · Profit Sharing

Construction Workers Local 147 Annuity Fund · $23M · 102 · 73rd

  • SCH $23M
  • SCH 102
  • SCH 73rd
  • SCH Profit Sharing
  • SCH near Valley Queen Company Stock Profit Sharing Plan and Trust
  • SCH ind #6476

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 →

Construction Workers Local 147 Annuity Fund in the asset neighbourhood

Meadville Medical Center Defined Contribution Retirement PlanMeadville Medical Center Def…$23MNational Parks Conservation Association 401a Staff Retirement PlanNational Parks Conservation …$23MConstruction Workers Local 147 Annuity FundConstruction Workers Local 1…$23MValley Queen Company Stock Profit Sharing Plan and TrustValley Queen Company Stock P…$23MPropel Schools 403(b) Plan$23M
End-of-year total assets ($M) among Construction Workers Local 147 Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$1M
Employer EIN133161716
Plan Effective Date1982-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Construction Workers Local 147 Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Construction Workers Local 147 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$23M 13.228448761849496% vs 2022
2024 filing year
$20M$21M$22M$23M$24M 202220232024 $20.3M $23M ▲ +13.3%
Year Plans Participants Total Assets
2022 1 19 $20M
2023 1 76 $21M
2024 1 102 $23M

Nearby Profit Sharing Plans in New Jersey

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

Construction Workers Local 147 Annuity Fund vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Construction Workers Local 147 Annuity Fund, Total assets ($B): 0.022977277 · Participants: 102Construction Workers Local 147 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
Construction Workers Local 147 Annuity Fund vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Construction Workers Local 147 Annuity Fund side-by-side with 3 peers →

Construction Workers Local 147 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is Valley Queen Company Stock Profit Sharing Plan and Trust in SD ($23M); by covered participants it is Berkshire Partners LLC Administrative Staff Profit Sharing Plan in MA (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Construction Workers Local 147 Annuity Fund assets move in 2024? ▼
Construction Workers Local 147 Annuity Fund grew at a solid clip - up 6.9% during 2024, from $21M to $23M. Reported net income was $1M.
How have Board of Trustees of Construction Workers Local 147 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Construction Workers Local 147 Annuity Fund's sponsor-wide assets grew 13.2%, from $20M to $23M.
Which Profit Sharing plans are similar in size to Construction Workers Local 147 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Valley Queen Company Stock Profit Sharing Plan and Trust in SD ($23M, 372 participants).
Which Profit Sharing plans cover a similar participant headcount to Construction Workers Local 147 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Berkshire Partners LLC Administrative Staff Profit Sharing Plan in MA (102 participants, $14M 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 133161716.

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.