Profit Sharing · DOL Form 5500 · 2024

Trucking Employees of North Jersey Annuity Fund Profit Sharing Plan

Data updated 2026-07-24

$63M
Total assets: 336
Participants: 87th
Percentile by assets: $186,105
Avg per participant

Official DOL plan name: Trucking Employees of North Jersey Annuity Fund · Sponsored by Trucking Employees of North Jersey Annuity Fund · New Jersey · Finance & Insurance

$63M in assets, 336 participants

Trucking Employees of North Jersey Annuity Fund's Trucking Employees of North Jersey Annuity Fund reported $63M in total assets and 336 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

87th percentile by assets (of 116,472 plans)

Coverage in New Jersey

Trucking Employees of North Jersey Annuity Fund covers 336 participants in New Jersey, about 39% of the average New Jersey filer (state average ~865 per filing). Assets: $63M.

$63M
total plan assets (2024 EOY): 336
covered participants: 87th
percentile by assets (of 116,472 plans): $186,105
avg assets per participant

Trucking Employees of North Jersey Annuity Fund reported net income rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Trucking Employees of North Jersey Annuity Fund end-of-year assets rose from $53M in the plan year 2023 filing to $63M in the plan year 2024 filing.
Trucking Employees of North Jersey Annuity Fund reported participants fell from 375 in the plan year 2023 filing to 336 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New Jersey

Industry

Finance & Insurance

Participants vs New Jersey filers

In New Jersey, the average filing covers about 865 participants across 3,927 plans. Trucking Employees of North Jersey Annuity Fund reports 336 participants - about 39% of that state average ($63M EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)	$53M
Net Assets (End of Year)	$62M
Net Income	$10M
Employer EIN	223081442
Plan Effective Date	1989-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Trucking Employees of North Jersey Annuity Fund)

Total plan assets by year, all Trucking Employees of North Jersey Annuity Fund plans on file

Year	Plans	Participants	Total Assets
2022	1	413	$45M
2023	1	375	$53M
2024	1	336	$63M

Nearby Profit Sharing Plans in New Jersey

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

Trucking Employees of North Jersey 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

Compare Trucking Employees of North Jersey Annui… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Trucking Employees of North Jersey Annuity Fund by total assets, not by location.

Hawaiiusa Fcu Retirement Plan (HI) $62M · 395
Coopervision Manufacturing Puerto Rico, LLC Savings Plan (PR) $63M · 1,901
Kazan, Mcclain, Satterley and Greenwood, a Professional Law Corporation Profit Sharing Plan (CA) $62M · 54
Neumann University Defined Contribution Retirement Plan (PA) $63M · 442

Frequently Asked Questions

How did Trucking Employees of North Jersey Annuity Fund assets move in 2024? ▼

Trucking Employees of North Jersey Annuity Fund grew sharply - up 18.5% during 2024, from $53M to $63M. Reported net income was $10M.

How have Trucking Employees of North Jersey Annuity Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trucking Employees of North Jersey Annuity Fund's sponsor-wide assets grew 39.0%, from $45M to $63M.

Where does Trucking Employees of North Jersey Annuity Fund rank by assets among Form 5500 filers? ▼

Trucking Employees of North Jersey Annuity Fund ranks in the 87th percentile by end-of-year assets among 116,472 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 Trucking Employees of North Jersey Annuity Fund? ▼

Among Profit Sharing plans in other states, the closest by assets is Hawaiiusa Fcu Retirement Plan in HI ($62M, 395 participants).

Next read for Trucking Employees of North Jersey Annui…

Filing takeaways

Ways to act on Trucking Employees of North Jersey Annuity Fund's numbers.

By total assets, Trucking Employees of North Jersey 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
Trucking Employees of North Jersey Annuity Fund's sponsor-wide assets have grown 39.0% since 2022 across 3 plan years on file. More Finance & Insurance 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 223081442.

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.