Profit Sharing · DOL Form 5500 · 2022

Board of Trustees Local 456 Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$212M
Total assets Near avg plan size
1,783
Participants Near avg headcount
96th
Percentile by assets National rank
$119,094
Avg per participant Near avg balance/head
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Official DOL plan name: Teamsters Local 456 Annuity Fund · Sponsored by Board of Trustees Local 456 Annuity Fund · New York · Transportation & Warehousing

$212M in assets, 1,783 participants

Board of Trustees Local 456 Annuity Fund's Teamsters Local 456 Annuity Fund reported $212M in total assets and 1,783 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #3,669 in Transportation & Warehousing (3,876 peers)

Coverage in New York

Teamsters Local 456 Annuity Fund covers 1,783 participants in New York, 2.2x the typical New York plan (state average ~798 per filing). Assets: $212M.

#3,669
in Transportation & Warehousing (3,876 peers)
-14.5%
assets change YoY
2.1×
vs typical plan assets (national mean)

The plan reported a net loss of $41M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Teamsters Local 456 Annuity Fund's outsized position by total assets

Teamsters Local 456 Annuity Fund vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$212,344,585 Top 4% higher than 96% of 139,123 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 2022

Teamsters Local 456 Annuity Fund's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Teamsters Local 456 Annuity Fund lands in the large band (1,783 participants).

Published 5500 schedule card

Filing strip 136889226 · Board of Trustees Local 456 Annuity Fund PY 2022 · Profit Sharing

Teamsters Local 456 Annuity Fund · $212M · 1,783 · 96th

  • TYPE $212M
  • NET 1,783
  • BOOK 96th
  • VS-ST Profit Sharing
  • BOY near Metro-Ila Individual Account Retirement Plan
  • SCH ind #3669

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 Transportation & Warehousing retirement plans → · Plans in New York →

Teamsters Local 456 Annuity Fund in the asset neighbourhood

Arent Fox Profit-Sharing Plan$214MNew Jersey Building Laborers Statewide Annuity FundNew Jersey Building Laborers…$214MMetro-Ila Individual Account Retirement PlanMetro-Ila Individual Account…$212MConnecticut Pipetrades Local No. 777 Annuity PlanConnecticut Pipetrades Local…$212MTeamsters Local 456 Annuity FundTeamsters Local 456 Annuity …$212M
End-of-year total assets ($M) among Teamsters Local 456 Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$248M
Net Assets (End of Year)$203M
Net Income-$41M
Employer EIN136889226
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Local 456 Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees Local 456 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$254M 19.788433032092627% vs 2022
2024 filing year
$200M$220M$240M$260M 202220232024 $212M $254M ▲ +19.8%
Year Plans Participants Total Assets
2022 1 1,783 $212M
2023 1 1,619 $233M
2024 1 1,635 $254M

Nearby Profit Sharing Plans in New York

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

Teamsters Local 456 Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 00.511.522.5 Total assets ($B) Participants Teamsters Local 456 Annuity Fund, Total assets ($B): 0.212344585 · Participants: 1783Teamsters Local 456 Annuity FundAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
Teamsters Local 456 Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Teamsters Local 456 Annuity Fund side-by-side with 3 peers →

Teamsters Local 456 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Metro-Ila Individual Account Retirement Plan in NJ ($212M); by covered participants it is Botsford Hospital Defined Contribution Plan in MI (1,794 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($212M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,783 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Teamsters Local 456 Annuity Fund assets move in 2022? ▼
Teamsters Local 456 Annuity Fund pulled back noticeably - down 14.5% during 2022, from $248M to $212M. Reported net income was -$41M.
How have Board of Trustees Local 456 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Local 456 Annuity Fund's sponsor-wide assets grew 19.8%, from $212M to $254M.
Where does Teamsters Local 456 Annuity Fund rank by assets among Form 5500 filers? ▼
Teamsters Local 456 Annuity Fund ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Teamsters Local 456 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Metro-Ila Individual Account Retirement Plan in NJ ($212M, 1,343 participants).
Which Profit Sharing plans cover a similar participant headcount to Teamsters Local 456 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Botsford Hospital Defined Contribution Plan in MI (1,794 participants, $42M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 136889226.

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.