Profit Sharing · DOL Form 5500 · 2024
Trustees of Teamsters Local No. 469 Annuity Fund Trust Profit Sharing Plan
Data updated 2026-07-24
- $41M
- Total assets
- 242
- Participants
- 82nd
- Percentile by assets
- $170,463
- Avg per participant
Official DOL plan name: Teamsters Local No. 469 Annuity Fund · Sponsored by Trustees of Teamsters Local No. 469 Annuity Fund Trust · New Jersey · Transportation & Warehousing
$41M in assets, 242 participants
Trustees of Teamsters Local No. 469 Annuity Fund Trust's Teamsters Local No. 469 Annuity Fund reported $41M in total assets and 242 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- 82nd percentile by assets (of 116,472 plans)
Coverage in New Jersey
Teamsters Local No. 469 Annuity Fund covers 242 participants in New Jersey, about 28% of the average New Jersey filer (state average ~865 per filing). Assets: $41M.
- $41M
- total plan assets (2024 EOY)
- 242
- covered participants
- 82nd
- percentile by assets (of 116,472 plans)
- $170,463
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Teamsters Local No. 469 Annuity Fund reported net income fell from $2M in the plan year 2023 filing to $947K in the plan year 2024 filing.
- Teamsters Local No. 469 Annuity Fund reported participants fell from 254 in the plan year 2023 filing to 242 in the plan year 2024 filing.
- Teamsters Local No. 469 Annuity Fund end-of-year assets rose from $40M in the plan year 2023 filing to $41M in the plan year 2024 filing.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 865 participants across 3,927 plans. Teamsters Local No. 469 Annuity Fund reports 242 participants - about 28% of that state average ($41M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | $947K |
| Employer EIN | 222980666 |
| Plan Effective Date | 1989-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Teamsters Local No. 469 Annuity Fund Trust)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 264 | $39M |
| 2023 | 1 | 254 | $40M |
| 2024 | 1 | 242 | $41M |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Teamsters Local No. 469 Annuity Fund vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.5B · 1,666
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.6B · 8,865
- IBEW Local Union No 102 Surety Plan $685M · 2,382
- Kpmg Partner Retirement Savings Plan $524M · 1,704
- Cooper Health System, Inc. Defined Contribution Retirement Plan $359M · 7,208
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Teamsters Local No. 469 Annuity Fund by total assets, not by location.
- Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan (MN) $41M · 19
- Eah Inc. Retirement Plan (CA) $41M · 279
- Oregon Research Institute 403(b) Retirement Savings Plan (OR) $41M · 102
- Hirevue Retirement Trust (UT) $41M · 356
Frequently Asked Questions
How did Teamsters Local No. 469 Annuity Fund assets move in 2024? ▼
How have Trustees of Teamsters Local No. 469 Annuity Fund Trust plan assets changed over time? ▼
Where does Teamsters Local No. 469 Annuity Fund rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Teamsters Local No. 469 Annuity Fund? ▼
Next read for Teamsters Local No. 469 Annuity Fund
Filing takeaways
Ways to act on Teamsters Local No. 469 Annuity Fund's numbers.
- By total assets, Teamsters Local No. 469 Annuity Fund 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 Jersey. Compare plans
- Trustees of Teamsters Local No. 469 Annuity Fund Trust's sponsor-wide assets have grown 7.0% 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 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 222980666.
Read our methodology - how this data is sourced, computed, and verified.