Profit Sharing · DOL Form 5500 · 2024
Board of Trustees Local 456 Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $254M
- Total assets Near avg plan size
- 1,635
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $155,574
- Avg per participant Above avg balance/head
Official DOL plan name: Teamsters Local 456 Annuity Fund · Sponsored by Board of Trustees Local 456 Annuity Fund · New York · Transportation & Warehousing
$254M in assets, 1,635 participants
Board of Trustees Local 456 Annuity Fund's Teamsters Local 456 Annuity Fund reported $254M in total assets and 1,635 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #3,078 in Transportation & Warehousing (3,299 peers)
Coverage in New York
Teamsters Local 456 Annuity Fund covers 1,635 participants in New York, 2.0x the typical New York plan (state average ~798 per filing). Assets: $254M.
- #3,078
- in Transportation & Warehousing (3,299 peers)
- +9.2%
- assets growth YoY
- 2.6×
- vs typical plan assets (national mean)
Teamsters Local 456 Annuity Fund's outsized position by total assets
Teamsters Local 456 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$254,364,251 Top 5% higher than 95% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Teamsters Local 456 Annuity Fund's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Teamsters Local 456 Annuity Fund lands in the large band (1,635 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Teamsters Local 456 Annuity Fund reported net income fell from $19M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Teamsters Local 456 Annuity Fund end-of-year assets rose from $233M in the plan year 2023 filing to $254M in the plan year 2024 filing.
- Teamsters Local 456 Annuity Fund reported participants rose from 1,619 in the plan year 2023 filing to 1,635 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 136889226 · Board of Trustees Local 456 Annuity Fund PY 2024 · Profit Sharing
Teamsters Local 456 Annuity Fund · $254M · 1,635 · 95th
- IND $254M
- IND 1,635
- IND 95th
- IND Profit Sharing
- IND near Central Illinois Carpenters Retirement Savings Fun
- IND ind #3078
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 →
Teamsters Local 456 Annuity Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $233M |
|---|---|
| Net Assets (End of Year) | $236M |
| Net Income | $14M |
| Employer EIN | 136889226 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Local 456 Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees Local 456 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $254M 19.788433032092627% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,783 | $212M |
| 2023 | 1 | 1,619 | $233M |
| 2024 | 1 | 1,635 | $254M |
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 $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Teamsters Local 456 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Central Illinois Carpenters Retirement Savings Fun in IL ($255M); by covered participants it is Beloit Health System 403(b) Plan in WI (1,639 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($254M here).
- Central Illinois Carpenters Retirement Savings Fun (IL) $255M · 3,272
- Bridgeport Hospital Employer Contribution Retirement Plan (CT) $254M · 4,331
- Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart (SC) $249M · 2,275
- New Jersey Building Laborers Statewide Annuity Fund (NJ) $248M · 7,247
Similar participant headcount
Nearest other-state filings by covered participants (1,635 participants); asset peers above are excluded.
- Beloit Health System 403(b) Plan (WI) 1,639 · 4 off
- Plumbers and Pipefitters Local Union 520 Annuity Plan (MI) 1,639 · 4 off
- Anderson Regional Medical Center Retirement Savings Plan (MS) 1,645 · 10 off
- Methodist Hospital of Southern California Retirement Savings Plan (CA) 1,651 · 16 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.