401(k) · DOL Form 5500 · 2023
Board of Trustees - Recycling and Gen. Ind. Union L 108 Annuity Fund 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 3,506
- Participants Above avg headcount
- 69th
- Percentile by assets National rank
- $4,730
- Avg per participant Low balance/head
Official DOL plan name: Recycling and General Industrial Union Local 108 Annuity Fund · Sponsored by Board of Trustees - Recycling and Gen. Ind. Union L 108 Annuity Fund · New Jersey · Administrative & Support Services
$17M in assets, 3,506 participants
Board of Trustees - Recycling and Gen. Ind. Union L 108 Annuity Fund's Recycling and General Industrial Union Local 108 Annuity Fund reported $17M in total assets and 3,506 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #3,663 in Administrative & Support Services (4,372 peers)
Coverage in New Jersey
Recycling and General Industrial Union Local 108 Annuity Fund covers 3,506 participants in New Jersey, 4.2x the typical New Jersey plan (state average ~844 per filing). Assets: $17M.
- #3,663
- in Administrative & Support Services (4,372 peers)
- +13.1%
- assets growth YoY
Recycling and General Industrial Union Local 108 Annuity Fund's outsized position by total assets
Recycling and General Industrial Union Local 108 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,584,446 Top 31% higher than 69% 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
Recycling and General Industrial Union Local 108 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. Recycling and General Industrial Union Local 108 Annuity Fund lands in the large band (3,506 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Recycling and General Industrial Union Local 108 Annuity Fund reported net income rose from $352K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Recycling and General Industrial Union Local 108 Annuity Fund end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 611429515 · Board of Trustees - Recycling and Gen. Ind. Union L 108 Annuity Fund PY 2023 · 401(k)
Recycling and General Industrial Union Local 108 Annuity Fund · $17M · 3,506 · 69th
- IND $17M
- IND 3,506
- IND 69th
- IND 401(k)
- IND near Engenderhealth 401(k) Retirement Savings Plan
- IND ind #3663
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 Administrative & Support Services retirement plans → · Plans in New Jersey →
Recycling and General Industrial Union Local 108 Annuity Fund in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 611429515 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees - Recycling and Gen. Ind. Union L 108 Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees - Recycling and Gen. Ind. Union L 108 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 27.843531475145593% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,502 | $15M |
| 2023 | 1 | 3,506 | $17M |
| 2024 | 1 | 3,717 | $19M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Recycling and General Industrial Union Local 108 Annuity Fund's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Engenderhealth 401(k) Retirement Savings Plan in DC ($17M); by covered participants it is Firstsource 401(k) Retirement Plan in KY (3,506 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Engenderhealth 401(k) Retirement Savings Plan (DC) $17M · 34
- Wvpa Retirement Savings 401(k) Plan (IN) $17M · 90
- Leemah Electronics Profit Sharing 401(k) Plan (CA) $17M · 337
- Glasgow, Inc. 401(k) Plan (PA) $17M · 115
Similar participant headcount
Nearest other-state filings by covered participants (3,506 participants); asset peers above are excluded.
- Firstsource 401(k) Retirement Plan (KY) 3,506 · 0 off
- Bnp Paribas 401(k) Savings Plan (NY) 3,505 · 1 off
- Millennium Physician Group 401(k) Plan & Trust (FL) 3,504 · 2 off
- Southern Nevada and California Glaziers, Fabricators, Painters and Floorcoverers Pension Trust Fund (NV) 3,503 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.