Profit Sharing · DOL Form 5500 · 2022

Board of Trustees of Teamsters Local 814 Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
420
Participants Below avg headcount
83rd
Percentile by assets National rank
$70,611
Avg per participant Below avg balance/head
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Official DOL plan name: Teamsters Local 814 Annuity Fund · Sponsored by Board of Trustees of Teamsters Local 814 Annuity Fund · New Jersey · Transportation & Warehousing

$30M in assets, 420 participants

Board of Trustees of Teamsters Local 814 Annuity Fund's Teamsters Local 814 Annuity Fund reported $30M in total assets and 420 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #3,193 in Transportation & Warehousing (3,876 peers)

Coverage in New Jersey

Teamsters Local 814 Annuity Fund covers 420 participants in New Jersey, about 50% of the average New Jersey filer (state average ~844 per filing). Assets: $30M.

#3,193
in Transportation & Warehousing (3,876 peers)
-13.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Teamsters Local 814 Annuity Fund's outsized position by total assets

Teamsters Local 814 Annuity Fund vs every filed plan by assets

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

$29,656,739 Top 17% higher than 83% 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 814 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 814 Annuity Fund sits mid-pack in the medium band (420 participants).

Plan-year Form 5500 strip

Filing strip 116234357 · Board of Trustees of Teamsters Local 814 Annuity Fund PY 2022 · Profit Sharing

Teamsters Local 814 Annuity Fund · $30M · 420 · 83rd

  • IND $30M
  • EOY 420
  • 5500 83rd
  • ASSETS Profit Sharing
  • PCT near Ben Hill Griffin, Inc. Employees' Profit Sharing Plan and Trust Agreement
  • EIN ind #3193

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 814 Annuity Fund in the asset neighbourhood

Rail Group 401(k) & Profit Sharing PlanRail Group 401(k) & Profit S…$30MMonterey Financial Services, LLC Profit Sharing Plan and TrustMonterey Financial Services,…$30MBen Hill Griffin, Inc. Employees' Profit Sharing Plan and Trust AgreementBen Hill Griffin, Inc. Emplo…$30MTeamsters Local 814 Annuity FundTeamsters Local 814 Annuity …$30MThe Geneva Foundation 403(b) PlanThe Geneva Foundation 403(b)…$29M
End-of-year total assets ($M) among Teamsters Local 814 Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$30M
Net Income-$4M
Employer EIN116234357
Plan Effective Date1970-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Teamsters Local 814 Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Teamsters Local 814 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$33M 10.383427523842052% vs 2022
2024 filing year
$29M$30M$31M$32M$33M$34M 202220232024 $29.7M $32.7M ▲ +10.4%
Year Plans Participants Total Assets
2022 1 420 $30M
2023 1 454 $32M
2024 1 422 $33M

Nearby Profit Sharing Plans in New Jersey

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

Teamsters Local 814 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 ($B) Participants Teamsters Local 814 Annuity Fund, Total assets ($B): 0.029656739 · Participants: 420Teamsters Local 814 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 814 Annuity Fund vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Teamsters Local 814 Annuity Fund side-by-side with 3 peers →

Teamsters Local 814 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is Ben Hill Griffin, Inc. Employees' Profit Sharing Plan and Trust Agreement in FL ($30M); by covered participants it is Plan De Pensiones De Contribuciones Definidas Para La Cooperativa De Seguros Multiples in PR (420 participants). Same-state nearby plans are listed separately above.

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 814 Annuity Fund assets move in 2022? ▼
Teamsters Local 814 Annuity Fund pulled back noticeably - down 13.1% during 2022, from $34M to $30M. Reported net income was -$4M.
How have Board of Trustees of Teamsters Local 814 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Teamsters Local 814 Annuity Fund's sponsor-wide assets grew 10.4%, from $30M to $33M.
Where does Teamsters Local 814 Annuity Fund rank by assets among Form 5500 filers? ▼
Teamsters Local 814 Annuity Fund ranks in the 83rd 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 814 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Ben Hill Griffin, Inc. Employees' Profit Sharing Plan and Trust Agreement in FL ($30M, 174 participants).
Which Profit Sharing plans cover a similar participant headcount to Teamsters Local 814 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Plan De Pensiones De Contribuciones Definidas Para La Cooperativa De Seguros Multiples in PR (420 participants, $14M 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 116234357.

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.