Profit Sharing · DOL Form 5500 · 2023
Defined Contribution Plan of the Mid Jersey Trucking Industry and Team Profit Sharing Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 236
- Participants Below avg headcount
- 67th
- Percentile by assets National rank
- $63,667
- Avg per participant Low balance/head
Official DOL plan name: Defined Contribution Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund · Sponsored by Defined Contribution Plan of the Mid Jersey Trucking Industry and Team · New Jersey · Transportation & Warehousing
$15M in assets, 236 participants
Defined Contribution Plan of the Mid Jersey Trucking Industry and Team's Defined Contribution Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund reported $15M in total assets and 236 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #2,265 in Transportation & Warehousing (3,362 peers)
Coverage in New Jersey
Defined Contribution Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund covers 236 participants in New Jersey, about 28% of the average New Jersey filer (state average ~844 per filing). Assets: $15M.
- #2,265
- in Transportation & Warehousing (3,362 peers)
- +15.3%
- assets growth YoY
Defined Contribution Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund's outsized position by total assets
Defined Contribution Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,025,524 Top 33% higher than 67% 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
Defined Contribution Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and 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. Defined Contribution Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund sits mid-pack in the medium band (236 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Defined Contribution Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Defined Contribution Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Defined Contribution Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund reported participants fell from 262 in the plan year 2022 filing to 236 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 136043977 · Defined Contribution Plan of the Mid Jersey Trucking Industry and Team PY 2023 · Profit Sharing
Defined Contribution Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund · $15M · 236 · 67th
- EOY $15M
- EOY 236
- EOY 67th
- EOY Profit Sharing
- EOY near Sheet Metal Workers Local 218(d) Defined Contribution Plan
- EOY ind #2265
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 →
Defined Contribution Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 136043977 |
| Plan Effective Date | 1985-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Defined Contribution Plan of the Mid Jersey Trucking Industry and Team)
Sponsor-wide plan assets over time
All Defined Contribution Plan of the Mid Jersey Trucking Industry and Team plans reported in each filing year
- Latest sponsor-wide plan assets
- $347M 0.5341950507698322% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 419 | $345M |
| 2023 | 2 | 403 | $353M |
| 2024 | 2 | 284 | $347M |
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
Defined Contribution Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is Sheet Metal Workers Local 218(d) Defined Contribution Plan in IN ($15M); by covered participants it is Sally Beauty De Puerto Rico, Inc. Coda Profit Sharing Plan in TX (236 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (236 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.