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
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
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
New York filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $445K |
| Employer EIN | 161455833 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING 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
| 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.
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (263 participants); asset peers above are excluded.
- Retirement Living, Inc. Dba Marquette 403(b) Plan (IN) 263 · 0 off
- Virginia Cancer Specialists, P.C. Profit Sharing Plan (VA) 264 · 1 off
- Teamsters Local No. 469 Annuity Fund (NJ) 264 · 1 off
- Coastal Family Health Center Retirement Plan (MS) 264 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.