Profit Sharing · DOL Form 5500 · 2023
Teamsters Local Union 331 Severance Trust Fund Profit Sharing Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 459
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $72,378
- Avg per participant Below avg balance/head
Official DOL plan name: Teamsters Local Union 331 Severance Trust Fund · Sponsored by Teamsters Local Union 331 Severance Trust Fund · New Jersey · Wholesale Trade
$33M in assets, 459 participants
Teamsters Local Union 331 Severance Trust Fund's Teamsters Local Union 331 Severance Trust Fund reported $33M in total assets and 459 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #5,067 in Wholesale Trade (6,309 peers)
Where Teamsters Local Union 331 Severance Trust Fund sits by assets
Teamsters Local Union 331 Severance Trust Fund sits in the top quartile of all filed plans by assets, $33M for 459 participants (~$72,378/participant), up 6.6% in 2023.
- #5,067
- in Wholesale Trade (6,309 peers)
- +6.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Teamsters Local Union 331 Severance Trust Fund's outsized position by total assets
Teamsters Local Union 331 Severance Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$33,221,296 Top 19% higher than 81% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Teamsters Local Union 331 Severance Trust Fund among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Teamsters Local Union 331 Severance Trust Fund sits mid-pack in the medium band (459 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Teamsters Local Union 331 Severance Trust Fund reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Teamsters Local Union 331 Severance Trust Fund end-of-year assets rose from $31M in the plan year 2022 filing to $33M in the plan year 2023 filing.
- Teamsters Local Union 331 Severance Trust Fund reported participants rose from 453 in the plan year 2022 filing to 459 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 236737793 · Teamsters Local Union 331 Severance Trust Fund PY 2023 · Profit Sharing
Teamsters Local Union 331 Severance Trust Fund · $33M · 459 · 81st
- 5500 $33M
- 5500 459
- 5500 81st
- 5500 Profit Sharing
- 5500 near Construction Industry Laborers Supplemental Medica and Retiree Targeted Fund
- 5500 ind #5067
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 Wholesale Trade retirement plans → · Plans in New Jersey →
Teamsters Local Union 331 Severance Trust Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $2M |
| Employer EIN | 236737793 |
| Plan Effective Date | 1981-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Teamsters Local Union 331 Severance Trust Fund)
Sponsor-wide plan assets over time
All Teamsters Local Union 331 Severance Trust Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 15.552794511515705% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 453 | $31M |
| 2023 | 1 | 459 | $33M |
| 2024 | 1 | 458 | $36M |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.5B · 1,843
- Operating Engineers Local 825 Profit Sharing Fund $1.4B · 10,336
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.4B · 8,602
- IBEW Local Union No 102 Surety Plan $637M · 2,283
- Kpmg Partner Retirement Savings Plan $529M · 1,895
Teamsters Local Union 331 Severance Trust Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is Construction Industry Laborers Supplemental Medica and Retiree Targeted Fund in MO ($33M); by covered participants it is Abarca Health Savings & Retirement Plan & Retirement Plan in PR (459 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
Similar participant headcount
Nearest other-state filings by covered participants (459 participants); asset peers above are excluded.
- Abarca Health Savings & Retirement Plan & Retirement Plan (PR) 459 · 0 off
- Marklund Employee Retirement Savings Plan (IL) 458 · 1 off
- J. Pica Y Cia Retirement Plan (PR) 460 · 1 off
- Roberts Oxygen Company, Inc. Profit Sharing Plan (MD) 460 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.