Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND

This Profit Sharing plan holds $202M in total assets and serves 1,838 participants as of 2024. It is sponsored by TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND in Illinois. The plan reported positive net income of $19M for the year.

Total Assets (2023)
$202M
Participants
1,838
State
Industry
Construction

What the Filing Says About TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND

TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND is a Profit Sharing retirement plan sponsored by TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND, headquartered in Illinois. As of the 2024 Form 5500 filing, the plan reports $202M in total end-of-year assets and covers 1,838 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 366940923, and the plan has been effective since 1990-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $183M at the beginning of 2024 to $202M at year-end — a gain of 10.2%. Net assets (after liabilities) closed the year at $202M, with reported net income of $19M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$183M
Total Assets (End of Year)$202M
Net Assets (End of Year)$202M
Net Income$19M
Plan TypeProfit Sharing
Employer EIN366940923
Plan Effective Date1990-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND)

Year Plans Participants Total Assets
2022 1 3,127 $165M
2023 1 3,075 $183M
2024 1 1,838 $202M

Nearby Profit Sharing Plans in Illinois

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Frequently Asked Questions

How much money is in the TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND?
As of the 2024 Form 5500 filing, TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND holds $202M in total assets with 1,838 participants. It is sponsored by TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND.
What type of plan is TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND?
TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND is a Profit Sharing plan. It has been effective since 1990-06-01. The plan is filed with the U.S. Department of Labor under EIN 366940923.
Who sponsors the TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND?
TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND is sponsored by TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND, located in Illinois. The sponsor's EIN is 366940923 and the plan operates in the Construction industry.
How did TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND perform in 2024?
TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND grew by 10.2% during 2024, moving from $183M to $202M in total assets. Net income was $19M.
Where can I find official filings for TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND?
Official Form 5500 filings for TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 366940923 or plan name at efast.dol.gov.
How does TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND compare to other plans?
You can compare TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND against other Profit Sharing plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 366940923.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.