Profit Sharing · DOL Form 5500 · 2022

Board of Trustees Local 807 Profit Sharing Plan Profit Sharing Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
1,777
Participants Near avg headcount
89th
Percentile by assets National rank
$33,241
Avg per participant Low balance/head
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Official DOL plan name: Local 807 Profit Sharing Plan · Sponsored by Board of Trustees Local 807 Profit Sharing Plan · New York · Transportation & Warehousing

$59M in assets, 1,777 participants

Board of Trustees Local 807 Profit Sharing Plan's Local 807 Profit Sharing Plan reported $59M in total assets and 1,777 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #3,417 in Transportation & Warehousing (3,876 peers)

Coverage in New York

Local 807 Profit Sharing Plan covers 1,777 participants in New York, 2.2x the typical New York plan (state average ~798 per filing). Assets: $59M.

#3,417
in Transportation & Warehousing (3,876 peers)
+2.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Local 807 Profit Sharing Plan's outsized position by total assets

Local 807 Profit Sharing Plan vs every filed plan by assets

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

$59,069,305 Top 11% higher than 89% 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

Local 807 Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 807 Profit Sharing Plan lands in the large band (1,777 participants).

Published 5500 schedule card

Filing strip 112532544 · Board of Trustees Local 807 Profit Sharing Plan PY 2022 · Profit Sharing

Local 807 Profit Sharing Plan · $59M · 1,777 · 89th

  • PCT $59M
  • EIN 1,777
  • RANK 89th
  • PHOTO Profit Sharing
  • IND near Srk Retirement Savings & Investment Plan
  • EOY ind #3417

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 York →

Local 807 Profit Sharing Plan in the asset neighbourhood

Baker & Taylor Retirement Savings PlanBaker & Taylor Retirement Sa…$60MNutter, Mcclennen & Fish, Lawyers Retirement PlanNutter, Mcclennen & Fish, La…$60MLocal 807 Profit Sharing Plan$59MSrk Retirement Savings & Investment PlanSrk Retirement Savings & Inv…$59MFf Realty Inc Trust$59M
End-of-year total assets ($M) among Local 807 Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$59M
Net Income$2M
Employer EIN112532544
Plan Effective Date1980-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Local 807 Profit Sharing Plan)

Sponsor-wide plan assets over time

All Board of Trustees Local 807 Profit Sharing Plan plans reported in each filing year

Latest sponsor-wide plan assets
$67M 13.958623687886629% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $59.1M $67.3M ▲ +13.9%
Year Plans Participants Total Assets
2022 1 1,777 $59M
2023 1 1,752 $63M
2024 1 1,719 $67M

Nearby Profit Sharing Plans in New York

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

Local 807 Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Local 807 Profit Sharing Plan, Total assets ($B): 0.059069305 · Participants: 1777Local 807 Profit Sharing PlanAnnuity 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
Local 807 Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Local 807 Profit Sharing Plan side-by-side with 3 peers →

Local 807 Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Srk Retirement Savings & Investment Plan in OH ($59M); by covered participants it is Adventist Health System/West 403(b) ERISA Plan in CA (1,792 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($59M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,777 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 Local 807 Profit Sharing Plan assets move in 2022? ▼
Local 807 Profit Sharing Plan edged up modestly - up 2.9% during 2022, from $57M to $59M. Reported net income was $2M.
How have Board of Trustees Local 807 Profit Sharing Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Local 807 Profit Sharing Plan's sponsor-wide assets grew 14.0%, from $59M to $67M.
Where does Local 807 Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Local 807 Profit Sharing Plan ranks in the 89th 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 Local 807 Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Srk Retirement Savings & Investment Plan in OH ($59M, 513 participants).
Which Profit Sharing plans cover a similar participant headcount to Local 807 Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Adventist Health System/West 403(b) ERISA Plan in CA (1,792 participants, $215M 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 112532544.

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.