Profit Sharing · DOL Form 5500 · 2022

Teamsters Local Union 500 Severance Trust Fund Board of Trustees Profit Sharing Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
802
Participants Near avg headcount
90th
Percentile by assets National rank
$85,030
Avg per participant Below avg balance/head
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Official DOL plan name: Teamsters Local Union 500 - Severance Trust Fund · Sponsored by Teamsters Local Union 500 Severance Trust Fund Board of Trustees · New Jersey · Transportation & Warehousing

$68M in assets, 802 participants

Teamsters Local Union 500 Severance Trust Fund Board of Trustees's Teamsters Local Union 500 - Severance Trust Fund reported $68M in total assets and 802 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,443 in Transportation & Warehousing (3,876 peers)

Where Teamsters Local Union 500 - Severance Trust Fund sits by assets

Teamsters Local Union 500 - Severance Trust Fund sits in the top 10% of all filed plans by assets, $68M for 802 participants (~$85,030/participant), down 15.0% in 2022.

#3,443
in Transportation & Warehousing (3,876 peers)
-15.0%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Teamsters Local Union 500 - Severance Trust Fund's outsized position by total assets

Teamsters Local Union 500 - Severance Trust Fund vs every filed plan by assets

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

$68,193,850 Top 10% higher than 90% 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 Union 500 - Severance Trust Fund among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Teamsters Local Union 500 - Severance Trust Fund sits mid-pack in the medium band (802 participants).

Published 5500 schedule card

Filing strip 237376385 · Teamsters Local Union 500 Severance Trust Fund Board of Trustees PY 2022 · Profit Sharing

Teamsters Local Union 500 - Severance Trust Fund · $68M · 802 · 90th

  • EOY $68M
  • EOY 802
  • EOY 90th
  • EOY Profit Sharing
  • EOY near St. Croix Regional Medical Center 403(b) Retirement Plan
  • EOY ind #3443

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 Jersey →

Teamsters Local Union 500 - Severance Trust Fund in the asset neighbourhood

Texas Farm Bureau & Adopting Companies Defined Contribution PlanTexas Farm Bureau & Adopting…$69MTeamsters Local Union 500 - Severance Trust FundTeamsters Local Union 500 - …$68MSt. Croix Regional Medical Center 403(b) Retirement PlanSt. Croix Regional Medical C…$68MSmart Local 137 Annuity Fund$67MCommonwealth Health Corporation Retirement Savings PlanCommonwealth Health Corporat…$67M
End-of-year total assets ($M) among Teamsters Local Union 500 - Severance Trust Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$68M
Net Income-$12M
Employer EIN237376385
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Teamsters Local Union 500 Severance Trust Fund Board of Trustees)

Sponsor-wide plan assets over time

All Teamsters Local Union 500 Severance Trust Fund Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$69M 1.2609157570660696% vs 2022
2024 filing year
$66M$67M$68M$69M$70M 202220232024 $68.2M $69.1M ▲ +1.3%
Year Plans Participants Total Assets
2022 1 802 $68M
2023 1 1,154 $67M
2024 1 918 $69M

Nearby Profit Sharing Plans in New Jersey

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

Teamsters Local Union 500 - Severance Trust Fund vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 050001000015000 -0.500.511.522.5 Total assets ($B) Participants Teamsters Local Union 500 - Severance Trust Fund, Total assets ($B): 0.06819385 · Participants: 802Teamsters Local Union 500 - Severance Trust FundErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.170942715 · Participants: 2189Ernst & Young Partnership Retirement (Hr-10) PlanPrinceton University Retirement Plan, Total assets ($B): 1.829863121 · Participants: 8141Princeton University Retirement PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.328796729 · Participants: 10006Operating Engineers Local 825 Profit Sharing FundHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.300397825 · Participants: 8556Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.592706172 · Participants: 3061IBEW Local Union No 102 Surety Plan
Teamsters Local Union 500 - Severance Trust Fund vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Teamsters Local Union 500 - Severance Trust Fund side-by-side with 3 peers →

Teamsters Local Union 500 - Severance Trust Fund's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is St. Croix Regional Medical Center 403(b) Retirement Plan in WI ($68M); by covered participants it is The Scripps Research Institute Employee Retirement Plan in CA (801 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (802 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 Union 500 - Severance Trust Fund assets move in 2022? ▼
Teamsters Local Union 500 - Severance Trust Fund pulled back noticeably - down 15.0% during 2022, from $80M to $68M. Reported net income was -$12M.
How have Teamsters Local Union 500 Severance Trust Fund Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Teamsters Local Union 500 Severance Trust Fund Board of Trustees's sponsor-wide assets grew 1.3%, from $68M to $69M.
Where does Teamsters Local Union 500 - Severance Trust Fund rank by assets among Form 5500 filers? ▼
Teamsters Local Union 500 - Severance Trust Fund ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Teamsters Local Union 500 - Severance Trust Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is St. Croix Regional Medical Center 403(b) Retirement Plan in WI ($68M, 720 participants).
Which Profit Sharing plans cover a similar participant headcount to Teamsters Local Union 500 - Severance Trust Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is The Scripps Research Institute Employee Retirement Plan in CA (801 participants, $19M 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 237376385.

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.