Profit Sharing · DOL Form 5500 · 2024
Board of Trustees of Bricklayers & Stonemasons Local 5 Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 74
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $197,394
- Avg per participant Above avg balance/head
Official DOL plan name: Bricklayers and Stonemasons Local 5 Annuity Fund · Sponsored by Board of Trustees of Bricklayers & Stonemasons Local 5 Annuity Fund · New Jersey · Construction
$15M in assets, 74 participants
Board of Trustees of Bricklayers & Stonemasons Local 5 Annuity Fund's Bricklayers and Stonemasons Local 5 Annuity Fund reported $15M in total assets and 74 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #5,622 in Construction (9,039 peers)
Board of Trustees of Bricklayers & Stonemasons Local 5 Annuity Fund multi-year trail
Board of Trustees of Bricklayers & Stonemasons Local 5 Annuity Fund's plans moved +11.6% in assets from 2022 to 2024; this filing shows Bricklayers and Stonemasons Local 5 Annuity Fund at $15M / 74 participants.
- #5,622
- in Construction (9,039 peers)
- +7.5%
- assets growth YoY
Bricklayers and Stonemasons Local 5 Annuity Fund's mid-pack asset rank among Construction and all filers
Bricklayers and Stonemasons Local 5 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,607,148 Top 36% higher than 64% 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
Bricklayers and Stonemasons Local 5 Annuity Fund among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bricklayers and Stonemasons Local 5 Annuity Fund is a small filing (74 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bricklayers and Stonemasons Local 5 Annuity Fund reported net income rose from $497K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Bricklayers and Stonemasons Local 5 Annuity Fund reported participants fell from 96 in the plan year 2023 filing to 74 in the plan year 2024 filing.
- Bricklayers and Stonemasons Local 5 Annuity Fund end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 236535428 · Board of Trustees of Bricklayers & Stonemasons Local 5 Annuity Fund PY 2024 · Profit Sharing
Bricklayers and Stonemasons Local 5 Annuity Fund · $15M · 74 · 64th
- NET $15M
- BOOK 74
- VS-ST 64th
- BOY Profit Sharing
- SCH near Medinatura, Inc. Retirement Plan
- EBSA ind #5622
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 →
Bricklayers and Stonemasons Local 5 Annuity Fund in the asset neighbourhood
Board of Trustees of Bricklayers & Stonemasons Local 5 Annuity Fund multi-year asset trail
Sponsor-wide plan assets over time
All Board of Trustees of Bricklayers & Stonemasons Local 5 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 11.553553258167758% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 95 | $13M |
| 2023 | 1 | 96 | $14M |
| 2024 | 1 | 74 | $15M |
Board of Trustees of Bricklayers & Stonemasons Local 5 Annuity Fund filing trail (2024)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $1M |
| Employer EIN | 236535428 |
| Plan Effective Date | 1996-06-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.5B · 1,666
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.6B · 8,865
- Operating Engineers Local 825 Profit Sharing Fund $1.5B · 10,365
- IBEW Local Union No 102 Surety Plan $685M · 2,382
- Kpmg Partner Retirement Savings Plan $524M · 1,704
Bricklayers and Stonemasons Local 5 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is Medinatura, Inc. Retirement Plan in NM ($15M); by covered participants it is Woodward Hrt Retirement Account Plan in CO (74 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Medinatura, Inc. Retirement Plan (NM) $15M · 31
- Selfhelp Community Services, Inc. 403(b) Plan (NY) $15M · 1,767
- Local 743 Severance and Retirement Plan (IL) $15M · 2,931
- First Palmetto Bank Retirement Plan (SC) $15M · 157
Similar participant headcount
Nearest other-state filings by covered participants (74 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.