Profit Sharing · DOL Form 5500 · 2023
Board of Trustees Local 807 Profit Sharing Plan Profit Sharing Plan
Data updated 2026-08-25
- $63M
- Total assets Below avg plan size
- 1,752
- Participants Near avg headcount
- 88th
- Percentile by assets National rank
- $35,860
- Avg per participant Low balance/head
Official DOL plan name: Local 807 Profit Sharing Plan · Sponsored by Board of Trustees Local 807 Profit Sharing Plan · New York · Transportation & Warehousing
$63M in assets, 1,752 participants
Board of Trustees Local 807 Profit Sharing Plan's Local 807 Profit Sharing Plan reported $63M in total assets and 1,752 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #2,871 in Transportation & Warehousing (3,362 peers)
Coverage in New York
Local 807 Profit Sharing Plan covers 1,752 participants in New York, 2.2x the typical New York plan (state average ~798 per filing). Assets: $63M.
- #2,871
- in Transportation & Warehousing (3,362 peers)
- +6.4%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Local 807 Profit Sharing Plan's outsized position by total assets
Local 807 Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$62,827,006 Top 12% higher than 88% 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
Local 807 Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 807 Profit Sharing Plan lands in the large band (1,752 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Local 807 Profit Sharing Plan reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Local 807 Profit Sharing Plan end-of-year assets rose from $59M in the plan year 2022 filing to $63M in the plan year 2023 filing.
- Local 807 Profit Sharing Plan reported participants fell from 1,777 in the plan year 2022 filing to 1,752 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 112532544 · Board of Trustees Local 807 Profit Sharing Plan PY 2023 · Profit Sharing
Local 807 Profit Sharing Plan · $63M · 1,752 · 88th
- EBSA $63M
- PART 1,752
- TYPE 88th
- NET Profit Sharing
- BOOK near Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund
- VS-ST ind #2871
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 York →
Local 807 Profit Sharing Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $59M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $4M |
| Employer EIN | 112532544 |
| Plan Effective Date | 1980-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Local 807 Profit Sharing Plan)
Sponsor-wide plan assets over time
All Board of Trustees Local 807 Profit Sharing Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $67M 13.958623687886629% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,777 | $59M |
| 2023 | 1 | 1,752 | $63M |
| 2024 | 1 | 1,719 | $67M |
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
Local 807 Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund in OH ($63M); by covered participants it is Brooks Rehabilitation 403(b) Retirement Plan in FL (1,756 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
- Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund (OH) $63M · 403
- Williams & Connolly LLP Profit Sharing Plan for Secretarial and Certain Other Specified Employees (DC) $63M · 682
- Eversheds Sutherland (US) LLP Retirement Plan B (DC) $63M · 256
- Cement Masons and Plasterers Local 518 Defined Contribution Fund (MO) $63M · 1,091
Similar participant headcount
Nearest other-state filings by covered participants (1,752 participants); asset peers above are excluded.
- Brooks Rehabilitation 403(b) Retirement Plan (FL) 1,756 · 4 off
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 (WI) 1,762 · 10 off
- Bill & Melinda Gates Foundation Sharing Retirement Plan (WA) 1,735 · 17 off
- Firelands Regional Health System 401(k) Plan (OH) 1,731 · 21 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.