401(k)
2023 plan-year 401(k) DOL Form 5500

TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND

This 401(k) plan holds $53M in total assets and serves 375 participants as of 2023. It is sponsored by TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND in New Jersey. The plan reported positive net income of $8M for the year.

Total Assets (2023)
$53M
Participants
375
State
Industry
Finance & Insurance

What the Filing Says About TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND

TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND is a 401(k) retirement plan sponsored by TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND, headquartered in New Jersey. As of the 2023 Form 5500 filing, the plan reports $53M in total end-of-year assets and covers 375 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 223081442, and the plan has been effective since 1989-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $45M at the beginning of 2023 to $53M at year-end — a gain of 17.3%. Net assets (after liabilities) closed the year at $53M, with reported net income of $8M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$45M
Total Assets (End of Year)$53M
Net Assets (End of Year)$53M
Net Income$8M
Plan Type401(k)
Employer EIN223081442
Plan Effective Date1989-05-01
Filing StatusFILING 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 401(k) Plans in New Jersey

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Frequently Asked Questions

How much money is in the TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND?
As of the 2023 Form 5500 filing, TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND holds $53M in total assets with 375 participants. It is sponsored by TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND.
What type of plan is TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND?
TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND is a 401(k) plan. It has been effective since 1989-05-01. The plan is filed with the U.S. Department of Labor under EIN 223081442.
Who sponsors the TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND?
TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND is sponsored by TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND, located in New Jersey. The sponsor's EIN is 223081442 and the plan operates in the Finance & Insurance industry.
How did TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND perform in 2023?
TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND grew by 17.3% during 2023, moving from $45M to $53M in total assets. Net income was $8M.
Where can I find official filings for TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND?
Official Form 5500 filings for TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 223081442 or plan name at efast.dol.gov.
How does TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND compare to other plans?
You can compare TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND against other 401(k) plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.