Money Purchase · DOL Form 5500 · 2023

Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund Money Purchase Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
16
Participants Small participant base
38th
Percentile by assets National rank
$220,343
Avg per participant Above avg balance/head
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Official DOL plan name: Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund · Sponsored by Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund · New Jersey · Finance & Insurance

$4M in assets, 16 participants

Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund's Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund reported $4M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,357 in Finance & Insurance (8,869 peers)

Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund multi-year trail

Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund's plans moved +27.1% in assets from 2022 to 2024; this filing shows Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund at $4M / 16 participants.

#2,357
in Finance & Insurance (8,869 peers)
+6.6%
assets growth YoY

Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund's mid-pack asset rank among Finance & Insurance and all filers

Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,525,488 38th percentile higher than 38% of 127,068 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 2023

Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund reported net income rose from -$451K in the plan year 2022 filing to $217K in the plan year 2023 filing.
  • Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 226082349 · Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund PY 2023 · Money Purchase

Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund · $4M · 16 · 38th

  • PCT $4M
  • PCT 16
  • PCT 38th
  • PCT Money Purchase
  • PCT near Money Purchase Plan
  • PCT ind #2357

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 →

Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund in the asset neighbourhood

Stanton Video Services,Inc Employees' Money Purchase PlanStanton Video Services,Inc E…$4MMoney Purchase Plan$4MNorthern New Jersey Teamsters Benefit Plan Defined Contribution FundNorthern New Jersey Teamster…$4MGeorgiou Consulting, Inc. Money Purchase PlanGeorgiou Consulting, Inc. Mo…$3MSundown M Ranch Corporation Employees Retirement PlanSundown M Ranch Corporation …$3M
End-of-year total assets ($M) among Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund multi-year asset trail

Sponsor-wide plan assets over time

All Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund plans reported in each filing year

Latest sponsor-wide plan assets
$4M 27.063701948505297% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.31M $4.2M ▲ +26.9%
Year Plans Participants Total Assets
2022 1 16 $3M
2023 1 16 $4M
2024 1 14 $4M

Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$217K
Employer EIN226082349
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New Jersey

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund vs. nearby Money Purchase plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50005001000 Total assets ($M) Participants Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund, Total assets ($M): 3.525488 · Participants: 16Northern New Jersey Teamsters Benefit Plan Defined Contribution FundLocal 68 Engineers Union Annuity Plan, Total assets ($M): 919.004157 · Participants: 5196Local 68 Engineers Union Annuity PlanNysa-Ila Money Purchase Pension Fund and Plan, Total assets ($M): 787.160185 · Participants: 4634Nysa-Ila Money Purchase Pension Fund and PlanEducational Testing Service 401(a) Retirement Plan, Total assets ($M): 577.237524 · Participants: 3310Educational Testing Service 401(a) Retirement PlanIronworkers Local 11 Annuity Fund, Total assets ($M): 375.482782 · Participants: 1159Ironworkers Local 11 Annuity FundPlumbers & Pipefitters Local 9 Surety Plan, Total assets ($M): 287.464744 · Participants: 2179Plumbers & Pipefitters Local 9 Surety Plan
Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund vs. nearby Money Purchase plans in New Jersey, assets vs. participants
Compare Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund side-by-side with 3 peers →

Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund's out-of-state Money Purchase peers by assets and headcount

Outside New Jersey, the nearest Money Purchase by assets is Money Purchase Plan in CA ($4M); by covered participants it is Stacey Braun Associates, Inc. Profit Sharing Plan in NY (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund assets move in 2023? ▼
Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund grew at a solid clip - up 6.6% during 2023, from $3M to $4M. Reported net income was $217K.
How have Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund's sponsor-wide assets grew 27.1%, from $3M to $4M.
Which Money Purchase plans are similar in size to Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Money Purchase Plan in CA ($4M, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Stacey Braun Associates, Inc. Profit Sharing Plan in NY (16 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 226082349.

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.