Profit Sharing · DOL Form 5500 · 2023
Trustees of Teamsters Local No. 469 Annuity Fund Trust Profit Sharing Plan
Data updated 2026-08-11
- $40M
- Total assets
- 254
- Participants
- 83rd
- Percentile by assets
- $158,497
- Avg per participant
Official DOL plan name: Teamsters Local No. 469 Annuity Fund · Sponsored by Trustees of Teamsters Local No. 469 Annuity Fund Trust · New Jersey · Transportation & Warehousing
$40M in assets, 254 participants
Trustees of Teamsters Local No. 469 Annuity Fund Trust's Teamsters Local No. 469 Annuity Fund reported $40M in total assets and 254 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- 83rd percentile by assets (of 127,072 plans)
- #2,748 in Transportation & Warehousing (3,362 peers)
Coverage in New Jersey
Teamsters Local No. 469 Annuity Fund covers 254 participants in New Jersey, about 30% of the average New Jersey filer (state average ~844 per filing). Assets: $40M.
- $40M
- total plan assets (2023 EOY)
- 254
- covered participants
- 83rd
- percentile by assets (of 127,072 plans)
- $158,497
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Teamsters Local No. 469 Annuity Fund reported net income rose from -$6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Teamsters Local No. 469 Annuity Fund end-of-year assets rose from $39M in the plan year 2022 filing to $40M in the plan year 2023 filing.
- Teamsters Local No. 469 Annuity Fund reported participants fell from 264 in the plan year 2022 filing to 254 in the plan year 2023 filing.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Teamsters Local No. 469 Annuity Fund reports 254 participants - about 30% of that state average ($40M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $2M |
| Employer EIN | 222980666 |
| Plan Effective Date | 1989-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Teamsters Local No. 469 Annuity Fund Trust)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 264 | $39M |
| 2023 | 1 | 254 | $40M |
| 2024 | 1 | 242 | $41M |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Teamsters Local No. 469 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 No. 469 Annuity Fund by total assets, not by location.
- Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan (TN) $40M · 1,792
- Grupo Hima San Pablo, Inc. Affiliates Savings Retirement Plan (PR) $40M · 4,121
- Stanford Health Care Tri-Valley Defined Contribution Retirement Plan (CA) $40M · 774
- Scchc Profit Sharing & 401(k) Plan (MA) $40M · 258
Frequently Asked Questions
How did Teamsters Local No. 469 Annuity Fund assets move in 2023? ▼
How have Trustees of Teamsters Local No. 469 Annuity Fund Trust plan assets changed over time? ▼
Where does Teamsters Local No. 469 Annuity Fund rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Teamsters Local No. 469 Annuity Fund? ▼
Next read for Teamsters Local No. 469 Annuity Fund
Filing takeaways
Ways to act on Teamsters Local No. 469 Annuity Fund's numbers.
- By total assets, Teamsters Local No. 469 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
- Trustees of Teamsters Local No. 469 Annuity Fund Trust's sponsor-wide assets have grown 7.0% since 2022 across 3 plan years on file. More Transportation & Warehousing plans