Profit Sharing · DOL Form 5500 · 2022

Trustees of Teamsters Local No. 469 Annuity Fund Trust Profit Sharing Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
264
Participants Below avg headcount
86th
Percentile by assets National rank
$146,074
Avg per participant Above avg balance/head
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Official DOL plan name: Teamsters Local No. 469 Annuity Fund · Sponsored by Trustees of Teamsters Local No. 469 Annuity Fund Trust · New Jersey · Transportation & Warehousing

$39M in assets, 264 participants

Trustees of Teamsters Local No. 469 Annuity Fund Trust's Teamsters Local No. 469 Annuity Fund reported $39M in total assets and 264 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #3,292 in Transportation & Warehousing (3,876 peers)

Coverage in New Jersey

Teamsters Local No. 469 Annuity Fund covers 264 participants in New Jersey, about 31% of the average New Jersey filer (state average ~844 per filing). Assets: $39M.

#3,292
in Transportation & Warehousing (3,876 peers)
-13.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Teamsters Local No. 469 Annuity Fund's outsized position by total assets

Teamsters Local No. 469 Annuity Fund vs every filed plan by assets

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

$38,563,552 Top 14% higher than 86% 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 No. 469 Annuity 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 No. 469 Annuity Fund sits mid-pack in the medium band (264 participants).

Published 5500 schedule card

Filing strip 222980666 · Trustees of Teamsters Local No. 469 Annuity Fund Trust PY 2022 · Profit Sharing

Teamsters Local No. 469 Annuity Fund · $39M · 264 · 86th

  • PCT $39M
  • PCT 264
  • PCT 86th
  • PCT Profit Sharing
  • PCT near Imc Markets N.a. 401(k) Plan
  • PCT ind #3292

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 No. 469 Annuity Fund in the asset neighbourhood

Heifer International 403(b) PlanHeifer International 403(b) …$39MTeamsters Local No. 469 Annuity FundTeamsters Local No. 469 Annu…$39MImc Markets N.a. 401(k) Plan$38MNcqa Retirement Plan$38MHensel Phelps Hourly Retirement PlanHensel Phelps Hourly Retirem…$38M
End-of-year total assets ($M) among Teamsters Local No. 469 Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$39M
Net Income-$6M
Employer EIN222980666
Plan Effective Date1989-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Teamsters Local No. 469 Annuity Fund Trust)

Sponsor-wide plan assets over time

All Trustees of Teamsters Local No. 469 Annuity Fund Trust plans reported in each filing year

Latest sponsor-wide plan assets
$41M 6.971883710297226% vs 2022
2024 filing year
$38M$39M$40M$41M$42M 202220232024 $38.6M $41.3M ▲ +7.0%
Year Plans Participants Total Assets
2022 1 264 $39M
2023 1 254 $40M
2024 1 242 $41M

Nearby Profit Sharing Plans in New Jersey

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

Teamsters Local No. 469 Annuity Fund vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Teamsters Local No. 469 Annuity Fund, Total assets ($B): 0.038563552 · Participants: 264Teamsters Local No. 469 Annuity 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 No. 469 Annuity Fund vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Teamsters Local No. 469 Annuity Fund side-by-side with 3 peers →

Teamsters Local No. 469 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is Imc Markets N.a. 401(k) Plan in IL ($38M); by covered participants it is Virginia Cancer Specialists, P.C. Profit Sharing Plan in VA (264 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($39M here).

Similar participant headcount

Nearest other-state filings by covered participants (264 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 No. 469 Annuity Fund assets move in 2022? ▼
Teamsters Local No. 469 Annuity Fund pulled back noticeably - down 13.6% during 2022, from $45M to $39M. Reported net income was -$6M.
How have Trustees of Teamsters Local No. 469 Annuity Fund Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Teamsters Local No. 469 Annuity Fund Trust's sponsor-wide assets grew 7.0%, from $39M to $41M.
Where does Teamsters Local No. 469 Annuity Fund rank by assets among Form 5500 filers? ▼
Teamsters Local No. 469 Annuity Fund ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Teamsters Local No. 469 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Imc Markets N.a. 401(k) Plan in IL ($38M, 251 participants).
Which Profit Sharing plans cover a similar participant headcount to Teamsters Local No. 469 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Virginia Cancer Specialists, P.C. Profit Sharing Plan in VA (264 participants, $7M 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 222980666.

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.