Profit Sharing · DOL Form 5500 · 2022
Trucking Employees of North Jersey Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $45M
- Total assets Below avg plan size
- 413
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $108,937
- Avg per participant Below avg balance/head
Official DOL plan name: Trucking Employees of North Jersey Annuity Fund · Sponsored by Trucking Employees of North Jersey Annuity Fund · New Jersey · Finance & Insurance
$45M in assets, 413 participants
Trucking Employees of North Jersey Annuity Fund's Trucking Employees of North Jersey Annuity Fund reported $45M in total assets and 413 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- #7,343 in Finance & Insurance (9,261 peers)
Coverage in New Jersey
Trucking Employees of North Jersey Annuity Fund covers 413 participants in New Jersey, about 49% of the average New Jersey filer (state average ~844 per filing). Assets: $45M.
- #7,343
- in Finance & Insurance (9,261 peers)
- -15.9%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Trucking Employees of North Jersey Annuity Fund's outsized position by total assets
Trucking Employees of North Jersey Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$44,990,996 Top 13% higher than 87% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Trucking Employees of North Jersey 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. Trucking Employees of North Jersey Annuity Fund sits mid-pack in the medium band (413 participants).
Form 5500 schedule snapshot
Filing strip 223081442 · Trucking Employees of North Jersey Annuity Fund PY 2022 · Profit Sharing
Trucking Employees of North Jersey Annuity Fund · $45M · 413 · 87th
- NET $45M
- NET 413
- NET 87th
- NET Profit Sharing
- NET near The Population Services International Retirement Plan
- NET ind #7343
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 Finance & Insurance retirement plans → · Plans in New Jersey →
Trucking Employees of North Jersey Annuity Fund in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | -$9M |
| Employer EIN | 223081442 |
| Plan Effective Date | 1989-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trucking Employees of North Jersey Annuity Fund)
Sponsor-wide plan assets over time
All Trucking Employees of North Jersey Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $63M 38.9861429162404% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 413 | $45M |
| 2023 | 1 | 375 | $53M |
| 2024 | 1 | 336 | $63M |
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 $2.2B · 2,189
- Princeton University Retirement Plan $1.8B · 8,141
- Operating Engineers Local 825 Profit Sharing Fund $1.3B · 10,006
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.3B · 8,556
- IBEW Local Union No 102 Surety Plan $593M · 3,061
Trucking Employees of North Jersey Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is The Population Services International Retirement Plan in DC ($45M); by covered participants it is Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 3 in NY (413 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($45M here).
- The Population Services International Retirement Plan (DC) $45M · 291
- Atlantic Anesthesia, Inc. Profit Sharing Plan (VA) $45M · 129
- Defined Contribution Plan for Non-Secretarial Staff of Patterson Belknap Webb & Tyler LLP (NY) $45M · 158
- Barnard College 403(b) Plan for Collective Bargaining Employees (NY) $45M · 296
Similar participant headcount
Nearest other-state filings by covered participants (413 participants); asset peers above are excluded.
- Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 3 (NY) 413 · 0 off
- Fiduciary Services Group 401(k) Plan (DE) 412 · 1 off
- 403(b) Thrift Plan for Employees of St. Louis Arc, Inc. (MO) 412 · 1 off
- Jasmine Vineyards, Inc. (CA) 412 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.