Profit Sharing · DOL Form 5500 · 2023
Board of Trustees Local 456 Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $233M
- Total assets Near avg plan size
- 1,619
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $143,839
- Avg per participant Near avg balance/head
Official DOL plan name: Teamsters Local 456 Annuity Fund · Sponsored by Board of Trustees Local 456 Annuity Fund · New York · Transportation & Warehousing
$233M in assets, 1,619 participants
Board of Trustees Local 456 Annuity Fund's Teamsters Local 456 Annuity Fund reported $233M in total assets and 1,619 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #3,147 in Transportation & Warehousing (3,362 peers)
Coverage in New York
Teamsters Local 456 Annuity Fund covers 1,619 participants in New York, 2.0x the typical New York plan (state average ~798 per filing). Assets: $233M.
- #3,147
- in Transportation & Warehousing (3,362 peers)
- +9.7%
- assets growth YoY
- 2.3×
- vs typical plan assets (national mean)
Teamsters Local 456 Annuity Fund's outsized position by total assets
Teamsters Local 456 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$232,875,544 Top 5% higher than 95% 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 456 Annuity Fund's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Teamsters Local 456 Annuity Fund lands in the large band (1,619 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Teamsters Local 456 Annuity Fund reported net income rose from -$41M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Teamsters Local 456 Annuity Fund end-of-year assets rose from $212M in the plan year 2022 filing to $233M in the plan year 2023 filing.
- Teamsters Local 456 Annuity Fund reported participants fell from 1,783 in the plan year 2022 filing to 1,619 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 136889226 · Board of Trustees Local 456 Annuity Fund PY 2023 · Profit Sharing
Teamsters Local 456 Annuity Fund · $233M · 1,619 · 95th
- 5500 $233M
- ASSETS 1,619
- PCT 95th
- EIN Profit Sharing
- RANK near New Jersey Building Laborers Statewide Annuity Fund
- PHOTO ind #3147
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 →
Teamsters Local 456 Annuity Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $212M |
|---|---|
| Net Assets (End of Year) | $222M |
| Net Income | $19M |
| Employer EIN | 136889226 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Local 456 Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees Local 456 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $254M 19.788433032092627% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,783 | $212M |
| 2023 | 1 | 1,619 | $233M |
| 2024 | 1 | 1,635 | $254M |
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 $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Teamsters Local 456 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is New Jersey Building Laborers Statewide Annuity Fund in NJ ($233M); by covered participants it is Baxter Regional Medical Center 401(a) Plan in AR (1,616 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($233M here).
- New Jersey Building Laborers Statewide Annuity Fund (NJ) $233M · 7,335
- Cc Industries and Affiliates Profit Sharing Plan for Salaried Employees (IL) $233M · 309
- Retirement Wealth Builder Plan for Business Services Staff of Pwc (FL) $231M · 4,716
- Central Illinois Carpenters Retirement Savings Fun (IL) $230M · 2,998
Similar participant headcount
Nearest other-state filings by covered participants (1,619 participants); asset peers above are excluded.
- Baxter Regional Medical Center 401(a) Plan (AR) 1,616 · 3 off
- Adventist Health System/West 403(b) ERISA Plan (CA) 1,615 · 4 off
- Regional District Council Retirement Plan (OR) 1,613 · 6 off
- Orohealth Corporation Retirement Plan (CA) 1,608 · 11 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.