Profit Sharing · DOL Form 5500 · 2023
Trucking Employees of North Jersey Annuity Fund Profit Sharing Plan
Data updated 2026-08-11
- $53M
- Total assets
- 375
- Participants
- 86th
- Percentile by assets
- $140,695
- Avg per participant
Official DOL plan name: Trucking Employees of North Jersey Annuity Fund · Sponsored by Trucking Employees of North Jersey Annuity Fund · New Jersey · Finance & Insurance
$53M in assets, 375 participants
Trucking Employees of North Jersey Annuity Fund's Trucking Employees of North Jersey Annuity Fund reported $53M in total assets and 375 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- 86th percentile by assets (of 127,072 plans)
- #6,962 in Finance & Insurance (8,869 peers)
Coverage in New Jersey
Trucking Employees of North Jersey Annuity Fund covers 375 participants in New Jersey, about 44% of the average New Jersey filer (state average ~844 per filing). Assets: $53M.
- $53M
- total plan assets (2023 EOY)
- 375
- covered participants
- 86th
- percentile by assets (of 127,072 plans)
- $140,695
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Trucking Employees of North Jersey Annuity Fund reported net income rose from -$9M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Trucking Employees of North Jersey Annuity Fund end-of-year assets rose from $45M in the plan year 2022 filing to $53M in the plan year 2023 filing.
- Trucking Employees of North Jersey Annuity Fund reported participants fell from 413 in the plan year 2022 filing to 375 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. Trucking Employees of North Jersey Annuity Fund reports 375 participants - about 44% of that state average ($53M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $45M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | $8M |
| Employer EIN | 223081442 |
| Plan Effective Date | 1989-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trucking Employees of North Jersey Annuity Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 413 | $45M |
| 2023 | 1 | 375 | $53M |
| 2024 | 1 | 336 | $63M |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Trucking Employees of North Jersey 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 Trucking Employees of North Jersey Annuity Fund by total assets, not by location.
- Ironworkers Local Union 549 and 550 Security Plan (WV) $53M · 3,624
- Carriage House Investments Company Employees' Profit Sharing Plan (UT) $53M · 268
- Plumbers & Pipefitters Local 773 Annuity Fund (NY) $53M · 645
- Chicago and North Western Railway Company Profit Sharing and Retirement Savings Program (NE) $52M · 8
Frequently Asked Questions
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Filing takeaways
Ways to act on Trucking Employees of North Jersey Annuity Fund's numbers.
- By total assets, Trucking Employees of North Jersey 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
- Trucking Employees of North Jersey Annuity Fund's sponsor-wide assets have grown 39.0% since 2022 across 3 plan years on file. More Finance & Insurance plans