Defined Benefit (Pension) · DOL Form 5500 · 2022

Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Pension Plan

Data updated 2026-08-25

$332M
Total assets Above avg plan size
157
Participants Small participant base
97th
Percentile by assets National rank
$2.1M
Avg per participant High balance/head
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Official DOL plan name: Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund · Sponsored by Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters · New Jersey · Transportation & Warehousing

$332M in assets, 157 participants

Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters's Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund reported $332M in total assets and 157 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #3,729 in Transportation & Warehousing (3,876 peers)

Coverage in New Jersey

Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund covers 157 participants in New Jersey, about 19% of the average New Jersey filer (state average ~844 per filing). Assets: $332M.

#3,729
in Transportation & Warehousing (3,876 peers)
+69.0%
assets growth YoY
3.3×
vs typical plan assets (national mean)

Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund's outsized position by total assets

Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund vs every filed plan by assets

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

$331,997,168 Top 3% higher than 97% 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

Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and 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. Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund sits mid-pack in the medium band (157 participants).

Published 5500 schedule card

Filing strip 136043977 · Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters PY 2022 · Defined Benefit (Pension)

Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund · $332M · 157 · 97th

  • TYPE $332M
  • TYPE 157
  • TYPE 97th
  • TYPE Defined Benefit (Pension)
  • TYPE near Pension Plan for Employees of the Chicago Mercantile Exchange, Inc.
  • TYPE ind #3729

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 →

Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund in the asset neighbourhood

Cincinnati Financial Corporation Retirement PlanCincinnati Financial Corpora…$333MValeo, Inc. Pension Plan$333MSt. Paul Electrical Construction Pension PlanSt. Paul Electrical Construc…$332MPension Plan for Employees of the Chicago Mercantile Exchange, Inc.Pension Plan for Employees o…$332MDefined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity FundDefined Benefit Plan of the …$332M
End-of-year total assets ($M) among Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$196M
Net Assets (End of Year)$332M
Net Income$138M
Employer EIN136043977
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters)

Sponsor-wide plan assets over time

All Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters plans reported in each filing year

Latest sponsor-wide plan assets
$347M 0.5341950507698322% vs 2022
2024 filing year
$340M$345M$350M$355M 202220232024 $345M $347M ▲ +0.5%
Year Plans Participants Total Assets
2022 2 419 $345M
2023 2 403 $353M
2024 2 284 $347M

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund, Total assets ($B): 0.331997168 · Participants: 157Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity FundRetirement Plan of Johnson and Johnson, Total assets ($B): 19.833052673 · Participants: 38100Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 14.820156855 · Participants: 102340JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 14.495801 · Participants: 7413Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.277296822 · Participants: 17538The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.941506503 · Participants: 25746Verizon Pension Plan for Associates
Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund side-by-side with 3 peers →

Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Pension Plan for Employees of the Chicago Mercantile Exchange, Inc. in IL ($332M); by covered participants it is American Postal Workers Union Health Plan Employees' Pension Plan in MD (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund assets move in 2022? ▼
Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund surged - up 69.0% during 2022, from $196M to $332M. Reported net income was $138M.
How have Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters's sponsor-wide assets grew 0.5%, from $345M to $347M.
Where does Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund rank by assets among Form 5500 filers? ▼
Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Employees of the Chicago Mercantile Exchange, Inc. in IL ($332M, 2,197 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is American Postal Workers Union Health Plan Employees' Pension Plan in MD (157 participants, $62M 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 136043977.

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.