Profit Sharing · DOL Form 5500 · 2024
Board of Trustees of Local Union Number 130, Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 199
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $61,824
- Avg per participant Low balance/head
Official DOL plan name: Laborers' International Union of North America Local Union Number 130, Annuity Fund · Sponsored by Board of Trustees of Local Union Number 130, Annuity Fund · Pennsylvania · Construction
$12M in assets, 199 participants
Board of Trustees of Local Union Number 130, Annuity Fund's Laborers' International Union of North America Local Union Number 130, Annuity Fund reported $12M in total assets and 199 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- #5,304 in Construction (9,039 peers)
Coverage in Pennsylvania
Laborers' International Union of North America Local Union Number 130, Annuity Fund covers 199 participants in Pennsylvania, about 24% of the average Pennsylvania filer (state average ~822 per filing). Assets: $12M.
- #5,304
- in Construction (9,039 peers)
- -12.5%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Laborers' International Union of North America Local Union Number 130, Annuity Fund's mid-pack asset rank among Construction and all filers
Laborers' International Union of North America Local Union Number 130, Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,302,983 Top 40% higher than 60% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Laborers' International Union of North America Local Union Number 130, 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. Laborers' International Union of North America Local Union Number 130, Annuity Fund sits mid-pack in the medium band (199 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Laborers' International Union of North America Local Union Number 130, Annuity Fund reported net income fell from -$100K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Laborers' International Union of North America Local Union Number 130, Annuity Fund end-of-year assets fell from $14M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Laborers' International Union of North America Local Union Number 130, Annuity Fund reported participants rose from 196 in the plan year 2023 filing to 199 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 237062537 · Board of Trustees of Local Union Number 130, Annuity Fund PY 2024 · Profit Sharing
Laborers' International Union of North America Local Union Number 130, Annuity Fund · $12M · 199 · 60th
- EIN $12M
- RANK 199
- PHOTO 60th
- IND Profit Sharing
- EOY near Alpha Savings Plan
- 5500 ind #5304
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 Pennsylvania →
Laborers' International Union of North America Local Union Number 130, Annuity Fund in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$2M |
| Employer EIN | 237062537 |
| Plan Effective Date | 1969-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Local Union Number 130, Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees of Local Union Number 130, Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 13.078205066340221% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 342 | $14M |
| 2023 | 1 | 196 | $14M |
| 2024 | 1 | 199 | $12M |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.2B · 14,807
- University of Pennsylvania Basic Plan $2.0B · 21,954
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.3B · 3,927
- Temple University Health System, Inc. Defined Contribution Retirement Plan $876M · 10,394
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $781M · 2,477
Laborers' International Union of North America Local Union Number 130, Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Alpha Savings Plan in MN ($12M); by covered participants it is Pan American Grain Retirement & Savings Plan in PR (199 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Alpha Savings Plan (MN) $12M · 96
- Albert a Attia Md PC Pension Plan (NY) $12M · 3
- Pier, Fine Associates Profit Sharing Plan (NY) $12M · 3
- Fpi Retirement Plan (NY) $12M · 387
Similar participant headcount
Nearest other-state filings by covered participants (199 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.