Profit Sharing · DOL Form 5500 · 2023
Board of Trustees of Teamsters Local 814 Annuity Fund Profit Sharing Plan
Data updated 2026-08-11
- $32M
- Total assets
- 454
- Participants
- 80th
- Percentile by assets
- $69,679
- Avg per participant
Official DOL plan name: Teamsters Local 814 Annuity Fund · Sponsored by Board of Trustees of Teamsters Local 814 Annuity Fund · New Jersey · Transportation & Warehousing
$32M in assets, 454 participants
Board of Trustees of Teamsters Local 814 Annuity Fund's Teamsters Local 814 Annuity Fund reported $32M in total assets and 454 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- 80th percentile by assets (of 127,072 plans)
- #2,645 in Transportation & Warehousing (3,362 peers)
Where Teamsters Local 814 Annuity Fund sits by assets
Teamsters Local 814 Annuity Fund sits in the top quartile of all filed plans by assets, $32M for 454 participants (~$69,679/participant), up 6.7% in 2023.
- $32M
- total plan assets (2023 EOY)
- 454
- covered participants
- 80th
- percentile by assets (of 127,072 plans)
- $69,679
- avg assets per participant
Where Teamsters Local 814 Annuity Fund sits by total assets
Teamsters Local 814 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$31,634,367 Top 20% higher than 80% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Teamsters Local 814 Annuity Fund reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Teamsters Local 814 Annuity Fund reported participants rose from 420 in the plan year 2022 filing to 454 in the plan year 2023 filing.
- Teamsters Local 814 Annuity Fund end-of-year assets rose from $30M in the plan year 2022 filing to $32M in the plan year 2023 filing.
Teamsters Local 814 Annuity Fund vs the 2023 asset distribution
By assets, Teamsters Local 814 Annuity Fund outranks 80% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $2M |
| Employer EIN | 116234357 |
| Plan Effective Date | 1970-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Teamsters Local 814 Annuity Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 420 | $30M |
| 2023 | 1 | 454 | $32M |
| 2024 | 1 | 422 | $33M |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Teamsters Local 814 Annuity Fund vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Teamsters Local 814 Annuity Fund by total assets, not by location.
- A. L. Gilbert Company Profit Sharing & Retirement Plan (CA) $32M · 235
- Hlp a Plan (OH) $32M · 178
- Peterson Manufacturing Company Profit Sharing Plan (MO) $32M · 346
- Illinois Operative Plasterers & Cement Masons Annuity Fund (IL) $32M · 1,114
Frequently Asked Questions
How did Teamsters Local 814 Annuity Fund assets move in 2023? ▼
How have Board of Trustees of Teamsters Local 814 Annuity Fund plan assets changed over time? ▼
Where does Teamsters Local 814 Annuity Fund rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Teamsters Local 814 Annuity Fund? ▼
Next read for Teamsters Local 814 Annuity Fund
Scale reading
Ways to act on Teamsters Local 814 Annuity Fund's numbers.
- By total assets, Teamsters Local 814 Annuity Fund ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New Jersey. Compare plans
- Board of Trustees of Teamsters Local 814 Annuity Fund's sponsor-wide assets have grown 10.4% since 2022 across 3 plan years on file. More Transportation & Warehousing plans