Profit Sharing · DOL Form 5500 · 2024

Trustees of Teamsters Local No. 469 Annuity Fund Trust Profit Sharing Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
242
Participants Below avg headcount
82nd
Percentile by assets National rank
$170,463
Avg per participant Above avg balance/head
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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.

  • #2,659 in Transportation & Warehousing (3,299 peers)

Coverage in New Jersey

Teamsters Local No. 469 Annuity Fund covers 242 participants in New Jersey, about 29% of the average New Jersey filer (state average ~844 per filing). Assets: $41M.

#2,659
in Transportation & Warehousing (3,299 peers)
+2.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Teamsters Local No. 469 Annuity Fund's outsized position by total assets

Teamsters Local No. 469 Annuity Fund vs every filed plan by assets

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

$41,252,158 Top 18% higher than 82% 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 No. 469 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 No. 469 Annuity Fund sits mid-pack in the medium band (242 participants).

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 222980666 · Trustees of Teamsters Local No. 469 Annuity Fund Trust PY 2024 · Profit Sharing

Teamsters Local No. 469 Annuity Fund · $41M · 242 · 82nd

  • EBSA $41M
  • EBSA 242
  • EBSA 82nd
  • EBSA Profit Sharing
  • EBSA near Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan
  • EBSA ind #2659

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 No. 469 Annuity Fund in the asset neighbourhood

Oregon Research Institute 403(b) Retirement Savings PlanOregon Research Institute 40…$41MEah Inc. Retirement Plan$41MKaplan, Strangis & Kaplan, P.a. Profit Sharing PlanKaplan, Strangis & Kaplan, P…$41MTeamsters Local No. 469 Annuity FundTeamsters Local No. 469 Annu…$41MHirevue Retirement Trust$41M
End-of-year total assets ($M) among Teamsters Local No. 469 Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$41M
Net Income$947K
Employer EIN222980666
Plan Effective Date1989-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Teamsters Local No. 469 Annuity Fund Trust)

Sponsor-wide plan assets over time

All Trustees of Teamsters Local No. 469 Annuity Fund Trust plans reported in each filing year

Latest sponsor-wide plan assets
$41M 6.971883710297226% vs 2022
2024 filing year
$38M$39M$40M$41M$42M 202220232024 $38.6M $41.3M ▲ +7.0%
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 Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Teamsters Local No. 469 Annuity Fund, Total assets ($B): 0.041252158 · Participants: 242Teamsters Local No. 469 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 No. 469 Annuity Fund vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Teamsters Local No. 469 Annuity Fund side-by-side with 3 peers →

Teamsters Local No. 469 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan in MN ($41M); by covered participants it is Dccca, Inc. 403(b) Plan in KS (242 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (242 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 No. 469 Annuity Fund assets move in 2024? ▼
Teamsters Local No. 469 Annuity Fund edged up modestly - up 2.5% during 2024, from $40M to $41M. Reported net income was $947K.
How have Trustees of Teamsters Local No. 469 Annuity Fund Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Teamsters Local No. 469 Annuity Fund Trust's sponsor-wide assets grew 7.0%, from $39M to $41M.
Where does Teamsters Local No. 469 Annuity Fund rank by assets among Form 5500 filers? ▼
Teamsters Local No. 469 Annuity Fund ranks in the 82nd 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 No. 469 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan in MN ($41M, 19 participants).
Which Profit Sharing plans cover a similar participant headcount to Teamsters Local No. 469 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dccca, Inc. 403(b) Plan in KS (242 participants, $9M 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 222980666.

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.