Profit Sharing · DOL Form 5500 · 2023
Trustees of Teamsters Local No. 469 Annuity Fund Trust Profit Sharing Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 254
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $158,497
- Avg per participant Above avg balance/head
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.
- #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.
- #2,748
- in Transportation & Warehousing (3,362 peers)
- +4.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Teamsters Local No. 469 Annuity Fund's outsized position by total assets
Teamsters Local No. 469 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$40,258,260 Top 17% higher than 83% 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 No. 469 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 No. 469 Annuity Fund sits mid-pack in the medium band (254 participants).
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.
Form 5500 schedule snapshot
Filing strip 222980666 · Trustees of Teamsters Local No. 469 Annuity Fund Trust PY 2023 · Profit Sharing
Teamsters Local No. 469 Annuity Fund · $40M · 254 · 83rd
- RANK $40M
- RANK 254
- RANK 83rd
- RANK Profit Sharing
- RANK near Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan
- RANK ind #2748
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 No. 469 Annuity Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Trustees of Teamsters Local No. 469 Annuity Fund Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 6.971883710297226% vs 2022
- 2024 filing year
| 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.
- 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
Teamsters Local No. 469 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan in TN ($40M); by covered participants it is Chrisman Employee Benefit Plan in UT (254 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (254 participants); asset peers above are excluded.
- Chrisman Employee Benefit Plan (UT) 254 · 0 off
- Carmen High School 403(b) Plan (WI) 253 · 1 off
- Dunwoody College of Technology Employees' Savings Plan (MN) 255 · 1 off
- Lloyd Pest Control Company Profit Sharing Plan (CA) 253 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.