Profit Sharing · DOL Form 5500 · 2024

Board of Trustees Local 456 Annuity Fund Profit Sharing Plan

Data updated 2026-07-24

$254M
Total assets: 1,635
Participants: 95th
Percentile by assets: $155,574
Avg per participant

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.

95th percentile by assets (of 116,472 plans)

Coverage in New York

Teamsters Local 456 Annuity Fund covers 1,635 participants in New York, 2.1x the typical New York plan (state average ~795 per filing). Assets: $254M.

$254M
total plan assets (2024 EOY): 1,635
covered participants: 95th
percentile by assets (of 116,472 plans): $155,574
avg assets per participant

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.

See the national 2023→2024 release diff →

State

New York

Industry

Transportation & Warehousing

Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. Teamsters Local 456 Annuity Fund reports 1,635 participants - 2.1x that state average ($254M EOY assets).

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)

Total plan assets by year, all Board of Trustees Local 456 Annuity Fund plans on file

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.

Teamsters Local 456 Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants

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
Mason Tenders District Council Annuity Fund $944M · 11,824

Compare Teamsters Local 456 Annuity Fund side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Teamsters Local 456 Annuity Fund by total assets, not by location.

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

Frequently Asked Questions

How did Teamsters Local 456 Annuity Fund assets move in 2024? ▼

Teamsters Local 456 Annuity Fund grew at a solid clip - up 9.2% during 2024, from $233M to $254M. Reported net income was $14M.

How have Board of Trustees Local 456 Annuity Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees Local 456 Annuity Fund's sponsor-wide assets grew 19.8%, from $212M to $254M.

Where does Teamsters Local 456 Annuity Fund rank by assets among Form 5500 filers? ▼

Teamsters Local 456 Annuity Fund ranks in the 95th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Profit Sharing plans are similar in size to Teamsters Local 456 Annuity Fund? ▼

Among Profit Sharing plans in other states, the closest by assets is Central Illinois Carpenters Retirement Savings Fun in IL ($255M, 3,272 participants).

Next read for Teamsters Local 456 Annuity Fund

Filing takeaways

Ways to act on Teamsters Local 456 Annuity Fund's numbers.

By total assets, Teamsters Local 456 Annuity Fund ranks in the top 5% 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 456 Annuity Fund's sponsor-wide assets have grown 19.8% 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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 136889226.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.