Profit Sharing · DOL Form 5500 · 2024

Board of Trustees of Teamsters Local 814 Annuity Fund Profit Sharing Plan

Data updated 2026-08-11

$33M
Total assets
422
Participants
79th
Percentile by assets
$77,574
Avg per participant
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Official DOL plan name: Teamsters Local 814 Annuity Fund · Sponsored by Board of Trustees of Teamsters Local 814 Annuity Fund · New Jersey · Transportation & Warehousing

$33M in assets, 422 participants

Board of Trustees of Teamsters Local 814 Annuity Fund's Teamsters Local 814 Annuity Fund reported $33M in total assets and 422 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • 79th percentile by assets (of 123,622 plans)
  • #2,558 in Transportation & Warehousing (3,299 peers)

Coverage in New Jersey

Teamsters Local 814 Annuity Fund covers 422 participants in New Jersey, about 50% of the average New Jersey filer (state average ~844 per filing). Assets: $33M.

$33M
total plan assets (2024 EOY)
422
covered participants
79th
percentile by assets (of 123,622 plans)
$77,574
avg assets per participant

Where Teamsters Local 814 Annuity Fund sits by total assets

Teamsters Local 814 Annuity Fund vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$32,736,125 Top 21% higher than 79% of 123,620 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Teamsters Local 814 Annuity Fund reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Teamsters Local 814 Annuity Fund reported participants fell from 454 in the plan year 2023 filing to 422 in the plan year 2024 filing.
  • Teamsters Local 814 Annuity Fund end-of-year assets rose from $32M in the plan year 2023 filing to $33M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
New Jersey
Industry
Transportation & Warehousing

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Teamsters Local 814 Annuity Fund reports 422 participants - about 50% of that state average ($33M EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$33M
Net Income$1M
Employer EIN116234357
Plan Effective Date1970-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Teamsters Local 814 Annuity Fund)

$29M$30M$31M$32M$33M$34M 202220232024 $29.7M $32.7M ▲ +10.4%
Total plan assets by year, all Board of Trustees of Teamsters Local 814 Annuity Fund plans on file
Year Plans Participants Total Assets
2022 1 420 $30M
2023 1 454 $32M
2024 1 422 $33M

Nearby Profit Sharing Plans in New Jersey

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Teamsters Local 814 Annuity Fund vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Teamsters Local 814 …, Total assets ($B): 0.032736125 · Participants: 422Teamsters Local 814 …Ernst & Young Partne…, Total assets ($B): 2.537544692 · Participants: 1666Ernst & Young Partne…Heavy & General Labo…, Total assets ($B): 1.550996804 · Participants: 8865Heavy & General Labo…Operating Engineers …, Total assets ($B): 1.508059789 · Participants: 10365Operating Engineers …IBEW Local Union No …, Total assets ($B): 0.684866455 · Participants: 2382IBEW Local Union No …Kpmg Partner Retirem…, Total assets ($B): 0.52416742 · Participants: 1704Kpmg Partner Retirem…
Teamsters Local 814 Annuity Fund vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Teamsters Local 814 Annuity Fund side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Teamsters Local 814 Annuity Fund by total assets, not by location.

Frequently Asked Questions

How did Teamsters Local 814 Annuity Fund assets move in 2024? ▼
Teamsters Local 814 Annuity Fund edged up modestly - up 3.5% during 2024, from $32M to $33M. Reported net income was $1M.
How have Board of Trustees of Teamsters Local 814 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Teamsters Local 814 Annuity Fund's sponsor-wide assets grew 10.4%, from $30M to $33M.
Where does Teamsters Local 814 Annuity Fund rank by assets among Form 5500 filers? ▼
Teamsters Local 814 Annuity Fund ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Teamsters Local 814 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Kenneth C. Griffin Museum of Science and Industry 401(k) Plan in IL ($33M, 268 participants).

Next read for Teamsters Local 814 Annuity Fund

Filing takeaways

Ways to act on Teamsters Local 814 Annuity Fund's numbers.

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 116234357.

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.