Profit Sharing · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$33M
Total assets Below avg plan size
422
Participants Below avg headcount
79th
Percentile by assets National rank
$77,574
Avg per participant Below avg balance/head
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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.

  • #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.

#2,558
in Transportation & Warehousing (3,299 peers)
+3.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Teamsters Local 814 Annuity Fund's outsized position 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 $2,050,000,000 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

Teamsters Local 814 Annuity Fund among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Teamsters Local 814 Annuity Fund sits mid-pack in the medium band (422 participants).

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 →

Form 5500 schedule snapshot

Filing strip 116234357 · Board of Trustees of Teamsters Local 814 Annuity Fund PY 2024 · Profit Sharing

Teamsters Local 814 Annuity Fund · $33M · 422 · 79th

  • NET $33M
  • NET 422
  • NET 79th
  • NET Profit Sharing
  • NET near Kenneth C. Griffin Museum of Science and Industry 401(k) Plan
  • NET ind #2558

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 Jersey →

Teamsters Local 814 Annuity Fund in the asset neighbourhood

Employee Benefits Plan of International Medical CorpsEmployee Benefits Plan of In…$33MAbx Air, Inc. Profit Sharing PlanAbx Air, Inc. Profit Sharing…$33MTeamsters Local 814 Annuity FundTeamsters Local 814 Annuity …$33MKenneth C. Griffin Museum of Science and Industry 401(k) PlanKenneth C. Griffin Museum of…$33MUniversity at Buffalo Surgeons, Inc. Retirement PlanUniversity at Buffalo Surgeo…$33M
End-of-year total assets ($M) among Teamsters Local 814 Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Board of Trustees of Teamsters Local 814 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$33M 10.383427523842052% vs 2022
2024 filing year
$29M$30M$31M$32M$33M$34M 202220232024 $29.7M $32.7M ▲ +10.4%
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 ($B) Participants Teamsters Local 814 Annuity Fund, Total assets ($B): 0.032736125 · Participants: 422Teamsters Local 814 Annuity FundErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.537544692 · Participants: 1666Ernst & Young Partnership Retirement (Hr-10) PlanHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.550996804 · Participants: 8865Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.508059789 · Participants: 10365Operating Engineers Local 825 Profit Sharing FundIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.684866455 · Participants: 2382IBEW Local Union No 102 Surety PlanKpmg Partner Retirement Savings Plan, Total assets ($B): 0.52416742 · Participants: 1704Kpmg Partner Retirement Savings Plan
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 →

Teamsters Local 814 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is Kenneth C. Griffin Museum of Science and Industry 401(k) Plan in IL ($33M); by covered participants it is The Lakes Community Health Center, Inc. 403(b) Plan in WI (421 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (422 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Profit Sharing plans cover a similar participant headcount to Teamsters Local 814 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is The Lakes Community Health Center, Inc. 403(b) Plan in WI (421 participants, $26M in assets).

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.