Profit Sharing · DOL Form 5500 · 2023
Rochester Area Construction and Materials Teamsters Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 264
- Participants Below avg headcount
- 56th
- Percentile by assets National rank
- $33,041
- Avg per participant Low balance/head
Official DOL plan name: Rochester Area Construction and Materials Teamsters Annuity Fund · Sponsored by Rochester Area Construction and Materials Teamsters Annuity Fund · New York · Finance & Insurance
$9M in assets, 264 participants
Rochester Area Construction and Materials Teamsters Annuity Fund's Rochester Area Construction and Materials Teamsters Annuity Fund reported $9M in total assets and 264 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.
- #3,584 in Finance & Insurance (8,869 peers)
Coverage in New York
Rochester Area Construction and Materials Teamsters Annuity Fund covers 264 participants in New York, about 33% of the average New York filer (state average ~798 per filing). Assets: $9M.
- #3,584
- in Finance & Insurance (8,869 peers)
- +16.1%
- assets growth YoY
Rochester Area Construction and Materials Teamsters Annuity Fund's mid-pack asset rank among Finance & Insurance and all filers
Rochester Area Construction and Materials Teamsters Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,722,908 Top 44% higher than 56% 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
Rochester Area Construction and Materials Teamsters 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. Rochester Area Construction and Materials Teamsters Annuity Fund sits mid-pack in the medium band (264 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rochester Area Construction and Materials Teamsters Annuity Fund reported net income rose from $445K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Rochester Area Construction and Materials Teamsters Annuity Fund end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 161455833 · Rochester Area Construction and Materials Teamsters Annuity Fund PY 2023 · Profit Sharing
Rochester Area Construction and Materials Teamsters Annuity Fund · $9M · 264 · 56th
- TYPE $9M
- TYPE 264
- TYPE 56th
- TYPE Profit Sharing
- TYPE near Planned Parenthood South Atlantic 403(b) Plan
- TYPE ind #3584
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 York →
Rochester Area Construction and Materials Teamsters Annuity Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 161455833 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rochester Area Construction and Materials Teamsters Annuity Fund)
Sponsor-wide plan assets over time
All Rochester Area Construction and Materials Teamsters Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 26.58847255819104% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 263 | $8M |
| 2023 | 1 | 264 | $9M |
| 2024 | 1 | 263 | $10M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Rochester Area Construction and Materials Teamsters Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Planned Parenthood South Atlantic 403(b) Plan in NC ($9M); by covered participants it is 403(b) Thrift Plan of Elder Services of Worcester Area, Inc. in MA (264 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Planned Parenthood South Atlantic 403(b) Plan (NC) $9M · 322
- Polyplex USA LLC 401(k) Plan (AL) $9M · 187
- Palisades Hudson Financial Group LLC Psp (FL) $9M · 26
- Rice Fruit Company Retirement Plan (PA) $9M · 165
Similar participant headcount
Nearest other-state filings by covered participants (264 participants); asset peers above are excluded.
- 403(b) Thrift Plan of Elder Services of Worcester Area, Inc. (MA) 264 · 0 off
- Triangle Dealers Group Retirement Plan (PR) 264 · 0 off
- New Jersey Urology, LLC Profit Sharing Plan (NJ) 264 · 0 off
- The Contractors Retirement Plan (CA) 264 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.