Profit Sharing · DOL Form 5500 · 2022

Rochester Area Construction and Materials Teamsters Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
263
Participants Below avg headcount
59th
Percentile by assets National rank
$28,567
Avg per participant Low balance/head
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Official DOL plan name: Rochester Area Construction and Materials Teamsters Annuity Fund · Sponsored by Rochester Area Construction and Materials Teamsters Annuity Fund · New York · Finance & Insurance

$8M in assets, 263 participants

Rochester Area Construction and Materials Teamsters Annuity Fund's Rochester Area Construction and Materials Teamsters Annuity Fund reported $8M in total assets and 263 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,923 in Finance & Insurance (9,261 peers)

Coverage in New York

Rochester Area Construction and Materials Teamsters Annuity Fund covers 263 participants in New York, about 33% of the average New York filer (state average ~798 per filing). Assets: $8M.

#3,923
in Finance & Insurance (9,261 peers)
+6.4%
assets growth YoY

Rochester Area Construction and Materials Teamsters Annuity Fund's mid-pack asset rank among Finance & Insurance and all filers

Rochester Area Construction and Materials Teamsters Annuity Fund vs every filed plan by assets

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

$7,513,098 Top 41% higher than 59% 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

Rochester Area Construction and Materials Teamsters 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. Rochester Area Construction and Materials Teamsters Annuity Fund sits mid-pack in the medium band (263 participants).

DOL schedule card

Filing strip 161455833 · Rochester Area Construction and Materials Teamsters Annuity Fund PY 2022 · Profit Sharing

Rochester Area Construction and Materials Teamsters Annuity Fund · $8M · 263 · 59th

  • VS-ST $8M
  • VS-ST 263
  • VS-ST 59th
  • VS-ST Profit Sharing
  • VS-ST near Brian Baru Company Profit Sharing Plan
  • VS-ST ind #3923

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 York →

Rochester Area Construction and Materials Teamsters Annuity Fund in the asset neighbourhood

Brian Baru Company Profit Sharing PlanBrian Baru Company Profit Sh…$8MDlc Group Savings Plan$8MRochester Area Construction and Materials Teamsters Annuity FundRochester Area Construction …$8MNovasel & Schwarte Investments, Inc. Profit Sharing PlanNovasel & Schwarte Investmen…$8MThe Restated Farm King Supply, Inc Profit Sharing Plan and TrustThe Restated Farm King Suppl…$8M
End-of-year total assets ($M) among Rochester Area Construction and Materials Teamsters Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$445K
Employer EIN161455833
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rochester Area Construction and Materials Teamsters Annuity Fund)

Sponsor-wide plan assets over time

All Rochester Area Construction and Materials Teamsters Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$10M 26.58847255819104% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $7.51M $9.51M ▲ +26.6%
Year Plans Participants Total Assets
2022 1 263 $8M
2023 1 264 $9M
2024 1 263 $10M

Nearby Profit Sharing Plans in New York

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

Rochester Area Construction and Materials Teamsters Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Rochester Area Construction and Materials Teamsters Annuity Fund, Total assets ($B): 0.007513098 · Participants: 263Rochester Area Construction and Materials Teamsters 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
Rochester Area Construction and Materials Teamsters Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants

Rochester Area Construction and Materials Teamsters Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Brian Baru Company Profit Sharing Plan in FL ($8M); by covered participants it is Retirement Living, Inc. Dba Marquette 403(b) Plan in IN (263 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (263 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 Rochester Area Construction and Materials Teamsters Annuity Fund assets move in 2022?
Rochester Area Construction and Materials Teamsters Annuity Fund grew at a solid clip - up 6.4% during 2022, from $7M to $8M. Reported net income was $445K.
How have Rochester Area Construction and Materials Teamsters Annuity Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Rochester Area Construction and Materials Teamsters Annuity Fund's sponsor-wide assets grew 26.6%, from $8M to $10M.
Which Profit Sharing plans are similar in size to Rochester Area Construction and Materials Teamsters Annuity Fund?
Among Profit Sharing plans in other states, the closest by assets is Brian Baru Company Profit Sharing Plan in FL ($8M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Rochester Area Construction and Materials Teamsters Annuity Fund?
Among Profit Sharing plans in other states, the closest by covered participants is Retirement Living, Inc. Dba Marquette 403(b) Plan in IN (263 participants, $4M in assets).