Profit Sharing · DOL Form 5500 · 2024

Board of Trustees Local 807 Profit Sharing Plan Profit Sharing Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
1,719
Participants Near avg headcount
87th
Percentile by assets National rank
$39,159
Avg per participant Low balance/head
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Official DOL plan name: Local 807 Profit Sharing Plan · Sponsored by Board of Trustees Local 807 Profit Sharing Plan · New York · Transportation & Warehousing

$67M in assets, 1,719 participants

Board of Trustees Local 807 Profit Sharing Plan's Local 807 Profit Sharing Plan reported $67M in total assets and 1,719 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.

  • #2,811 in Transportation & Warehousing (3,299 peers)

Coverage in New York

Local 807 Profit Sharing Plan covers 1,719 participants in New York, 2.2x the typical New York plan (state average ~798 per filing). Assets: $67M.

#2,811
in Transportation & Warehousing (3,299 peers)
+7.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Local 807 Profit Sharing Plan's outsized position by total assets

Local 807 Profit Sharing Plan vs every filed plan by assets

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

$67,314,567 Top 13% higher than 87% 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

Local 807 Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 807 Profit Sharing Plan lands in the large band (1,719 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local 807 Profit Sharing Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Local 807 Profit Sharing Plan end-of-year assets rose from $63M in the plan year 2023 filing to $67M in the plan year 2024 filing.
  • Local 807 Profit Sharing Plan reported participants fell from 1,752 in the plan year 2023 filing to 1,719 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 112532544 · Board of Trustees Local 807 Profit Sharing Plan PY 2024 · Profit Sharing

Local 807 Profit Sharing Plan · $67M · 1,719 · 87th

  • 5500 $67M
  • ASSETS 1,719
  • PCT 87th
  • EIN Profit Sharing
  • RANK near Profit Sharing Plan for Employees of Tanana Chiefs Conference
  • PHOTO ind #2811

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 York →

Local 807 Profit Sharing Plan in the asset neighbourhood

Mercy Health Retirement Savings Plan 403bMercy Health Retirement Savi…$68MSrk Retirement Savings & Investment PlanSrk Retirement Savings & Inv…$68MLocal 807 Profit Sharing Plan$67MProfit Sharing Plan for Employees of Tanana Chiefs ConferenceProfit Sharing Plan for Empl…$67MFresno Truck Center Profit Sharing PlanFresno Truck Center Profit S…$67M
End-of-year total assets ($M) among Local 807 Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$67M
Net Income$5M
Employer EIN112532544
Plan Effective Date1980-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Local 807 Profit Sharing Plan)

Sponsor-wide plan assets over time

All Board of Trustees Local 807 Profit Sharing Plan plans reported in each filing year

Latest sponsor-wide plan assets
$67M 13.958623687886629% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $59.1M $67.3M ▲ +13.9%
Year Plans Participants Total Assets
2022 1 1,777 $59M
2023 1 1,752 $63M
2024 1 1,719 $67M

Nearby Profit Sharing Plans in New York

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

Local 807 Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Local 807 Profit Sharing Plan, Total assets ($B): 0.067314567 · Participants: 1719Local 807 Profit Sharing PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
Local 807 Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Local 807 Profit Sharing Plan side-by-side with 3 peers →

Local 807 Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Profit Sharing Plan for Employees of Tanana Chiefs Conference in AK ($67M); by covered participants it is Sinai Health System Retirement Plan in IL (1,728 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,719 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 Local 807 Profit Sharing Plan assets move in 2024? ▼
Local 807 Profit Sharing Plan grew at a solid clip - up 7.1% during 2024, from $63M to $67M. Reported net income was $5M.
How have Board of Trustees Local 807 Profit Sharing Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Local 807 Profit Sharing Plan's sponsor-wide assets grew 14.0%, from $59M to $67M.
Where does Local 807 Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Local 807 Profit Sharing Plan ranks in the 87th 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 Local 807 Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Profit Sharing Plan for Employees of Tanana Chiefs Conference in AK ($67M, 1,136 participants).
Which Profit Sharing plans cover a similar participant headcount to Local 807 Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sinai Health System Retirement Plan in IL (1,728 participants, $37M 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 112532544.

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.