Profit Sharing · DOL Form 5500 · 2023

Board of Trustees of Teamsters Local 814 Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
454
Participants Below avg headcount
80th
Percentile by assets National rank
$69,679
Avg per participant Below avg balance/head
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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.

  • #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.

#2,645
in Transportation & Warehousing (3,362 peers)
+6.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Teamsters Local 814 Annuity Fund's outsized position 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

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 2023

Teamsters Local 814 Annuity 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 814 Annuity Fund sits mid-pack in the medium band (454 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 116234357 · Board of Trustees of Teamsters Local 814 Annuity Fund PY 2023 · Profit Sharing

Teamsters Local 814 Annuity Fund · $32M · 454 · 80th

  • IND $32M
  • IND 454
  • IND 80th
  • IND Profit Sharing
  • IND near A. L. Gilbert Company Profit Sharing & Retirement Plan
  • IND ind #2645

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 Jersey →

Teamsters Local 814 Annuity Fund in the asset neighbourhood

Hlp a Plan$32MA. L. Gilbert Company Profit Sharing & Retirement PlanA. L. Gilbert Company Profit…$32MTeamsters Local 814 Annuity FundTeamsters Local 814 Annuity …$32MPeterson Manufacturing Company Profit Sharing PlanPeterson Manufacturing Compa…$32MIllinois Operative Plasterers & Cement Masons Annuity FundIllinois Operative Plasterer…$32M
End-of-year total assets ($M) among Teamsters Local 814 Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$32M
Net Income$2M
Employer EIN116234357
Plan Effective Date1970-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Teamsters Local 814 Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Teamsters Local 814 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$33M 10.383427523842052% vs 2022
2024 filing year
$29M$30M$31M$32M$33M$34M 202220232024 $29.7M $32.7M ▲ +10.4%
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 Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Teamsters Local 814 Annuity Fund, Total assets ($B): 0.031634367 · Participants: 454Teamsters Local 814 Annuity FundErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.4875433 · Participants: 1843Ernst & Young Partnership Retirement (Hr-10) PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.438796802 · Participants: 10336Operating Engineers Local 825 Profit Sharing FundHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.401252704 · Participants: 8602Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.637415895 · Participants: 2283IBEW Local Union No 102 Surety PlanKpmg Partner Retirement Savings Plan, Total assets ($B): 0.529416194 · Participants: 1895Kpmg Partner Retirement Savings Plan
Teamsters Local 814 Annuity Fund vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Teamsters Local 814 Annuity Fund side-by-side with 3 peers →

Teamsters Local 814 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is A. L. Gilbert Company Profit Sharing & Retirement Plan in CA ($32M); by covered participants it is Royale Blue Hospitality, LLC. Retirement Plan in PR (454 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (454 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Teamsters Local 814 Annuity Fund assets move in 2023? ▼
Teamsters Local 814 Annuity Fund grew at a solid clip - up 6.7% during 2023, from $30M to $32M. Reported net income was $2M.
How have Board of Trustees of Teamsters Local 814 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Teamsters Local 814 Annuity Fund's sponsor-wide assets grew 10.4%, from $30M to $33M.
Where does Teamsters Local 814 Annuity Fund rank by assets among Form 5500 filers? ▼
Teamsters Local 814 Annuity Fund ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Teamsters Local 814 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is A. L. Gilbert Company Profit Sharing & Retirement Plan in CA ($32M, 235 participants).
Which Profit Sharing plans cover a similar participant headcount to Teamsters Local 814 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Royale Blue Hospitality, LLC. Retirement Plan in PR (454 participants, $840K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 116234357.

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.