Profit Sharing · DOL Form 5500 · 2023

Board of Trustees Local 807 Profit Sharing Plan Profit Sharing Plan

Data updated 2026-08-11

$63M
Total assets: 1,752
Participants: 88th
Percentile by assets: $35,860
Avg per participant

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.

88th percentile by assets (of 127,072 plans)
#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.

$63M
total plan assets (2023 EOY): 1,752
covered participants: 88th
percentile by assets (of 127,072 plans): $35,860
avg assets per participant

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.

See the national 2022→2023 release diff →

State

New York

Industry

Transportation & Warehousing

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Local 807 Profit Sharing Plan reports 1,752 participants - 2.2x that state average ($63M EOY assets).

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)

Total plan assets by year, all Board of Trustees Local 807 Profit Sharing Plan plans on file

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.

Local 807 Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

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

Compare Local 807 Profit Sharing Plan side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Local 807 Profit Sharing Plan by total assets, not by location.

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

Frequently Asked Questions

How did Local 807 Profit Sharing Plan assets move in 2023? ▼

Local 807 Profit Sharing Plan grew at a solid clip - up 6.4% during 2023, from $59M to $63M. Reported net income was $4M.

How have Board of Trustees Local 807 Profit Sharing Plan plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees Local 807 Profit Sharing Plan's sponsor-wide assets grew 14.0%, from $59M to $67M.

Where does Local 807 Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Local 807 Profit Sharing Plan ranks in the 88th 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 Local 807 Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund in OH ($63M, 403 participants).

Next read for Local 807 Profit Sharing Plan

Filing takeaways

Ways to act on Local 807 Profit Sharing Plan's numbers.

By total assets, Local 807 Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
Board of Trustees Local 807 Profit Sharing Plan's sponsor-wide assets have grown 14.0% since 2022 across 3 plan years on file. More Transportation & Warehousing plans

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 112532544.