Profit Sharing · DOL Form 5500 · 2023

Trucking Employees of North Jersey Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
375
Participants Below avg headcount
86th
Percentile by assets National rank
$140,695
Avg per participant Near avg balance/head
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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.

  • #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.

#6,962
in Finance & Insurance (8,869 peers)
+17.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Trucking Employees of North Jersey Annuity Fund's outsized position by total assets

Trucking Employees of North Jersey Annuity Fund vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$52,760,470 Top 14% higher than 86% 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

Trucking Employees of North Jersey 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. Trucking Employees of North Jersey Annuity Fund sits mid-pack in the medium band (375 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 223081442 · Trucking Employees of North Jersey Annuity Fund PY 2023 · Profit Sharing

Trucking Employees of North Jersey Annuity Fund · $53M · 375 · 86th

  • EBSA $53M
  • EBSA 375
  • EBSA 86th
  • EBSA Profit Sharing
  • EBSA near Ironworkers Local Union 549 and 550 Security Plan
  • EBSA ind #6962

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 Finance & Insurance retirement plans → · Plans in New Jersey →

Trucking Employees of North Jersey Annuity Fund in the asset neighbourhood

Plumbers & Pipefitters Local 773 Annuity FundPlumbers & Pipefitters Local…$53MTrucking Employees of North Jersey Annuity FundTrucking Employees of North …$53MIronworkers Local Union 549 and 550 Security PlanIronworkers Local Union 549 …$53MCarriage House Investments Company Employees' Profit Sharing PlanCarriage House Investments C…$53MChicago and North Western Railway Company Profit Sharing and Retirement Savings ProgramChicago and North Western Ra…$52M
End-of-year total assets ($M) among Trucking Employees of North Jersey Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$53M
Net Income$8M
Employer EIN223081442
Plan Effective Date1989-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trucking Employees of North Jersey Annuity Fund)

Sponsor-wide plan assets over time

All Trucking Employees of North Jersey Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$63M 38.9861429162404% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $45M $62.5M ▲ +39.0%
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 Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Trucking Employees of North Jersey Annuity Fund, Total assets ($B): 0.05276047 · Participants: 375Trucking Employees of North Jersey 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
Trucking Employees of North Jersey Annuity Fund vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Trucking Employees of North Jersey Annuity Fund side-by-side with 3 peers →

Trucking Employees of North Jersey Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is Ironworkers Local Union 549 and 550 Security Plan in WV ($53M); by covered participants it is Mini-Circuits Lab Profit Sharing Plan in NY (375 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (375 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 Trucking Employees of North Jersey Annuity Fund assets move in 2023? ▼
Trucking Employees of North Jersey Annuity Fund grew sharply - up 17.3% during 2023, from $45M to $53M. Reported net income was $8M.
How have Trucking Employees of North Jersey Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trucking Employees of North Jersey Annuity Fund's sponsor-wide assets grew 39.0%, from $45M to $63M.
Where does Trucking Employees of North Jersey Annuity Fund rank by assets among Form 5500 filers? ▼
Trucking Employees of North Jersey Annuity Fund ranks in the 86th 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 Trucking Employees of North Jersey Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Ironworkers Local Union 549 and 550 Security Plan in WV ($53M, 3,624 participants).
Which Profit Sharing plans cover a similar participant headcount to Trucking Employees of North Jersey Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Mini-Circuits Lab Profit Sharing Plan in NY (375 participants, $22M 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 223081442.

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.