Employer · plans filed under one EIN
Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters
North Brunswick, NJ · Transportation and warehousing
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
2 retirement plans with 100 or more participants file Form 5500 under Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters's employer identification number (North Brunswick, New Jersey). Their latest filings total 1,630 participant records and $346M in net assets.
The largest is Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund, a defined benefit pension plan with 1,354 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $3.7M and participant contributions $0 in the latest plan years; benefits paid were $30.2M. Schedule C compensation reported to service provider organisations totalled $1.3M.
Combined net assets moved from $288M in 2009 to $346M in 2024 (up 20%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund | defined benefit pension plan | 2024 | 1,354 | $331M | $244,411 | $39,659 | $1.3M |
| Defined Contribution Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund | profit-sharing plan | 2024 | 276 | $15.4M | $55,923 | $5,755 | $34K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 1,630 | $346M | $3.7M | $0 |
| 2023 | 2 | 1,713 | $351M | $3.8M | $0 |
| 2022 | 2 | 1,820 | $345M | $4.2M | $0 |
| 2021 | 2 | 1,883 | $208M | $8.6M | $0 |
| 2020 | 2 | 1,962 | $232M | $4.4M | $0 |
| 2019 | 2 | 1,983 | $201M | $5.0M | $0 |
| 2018 | 2 | 2,072 | $215M | $5.0M | $0 |
| 2017 | 2 | 2,107 | $238M | $4.4M | $0 |
| 2016 | 2 | 2,138 | $246M | $3.7M | $0 |
| 2015 | 2 | 2,244 | $246M | $3.5M | $0 |
| 2014 | 2 | 2,321 | $288M | $3.4M | $0 |
| 2013 | 2 | 2,375 | $303M | $3.1M | $0 |
| 2012 | 2 | 2,431 | $291M | $3.1M | $0 |
| 2011 | 2 | 2,528 | $270M | $3.5M | $0 |
| 2010 | 2 | 2,606 | $308M | $6.9M | $0 |
| 2009 | 2 | 2,698 | $288M | $3.5M | $0 |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Great Lakes Advisors, LLC | Investment management | 2 | $325,468 |
| Loomis Sayles Trust Company | Investment management | 1 | $207,681 |
| Groom Law Group, Chartered | Legal | 1 | $178,409 |
| Fidelity Institutional Asset Mgmt. | Investment management | 1 | $99,869 |
| Amalgamated Bank | Custodial (securities) | 1 | $90,111 |
| First Actuarial Consulting, Inc. | Actuarial | 1 | $87,769 |
| Villanova Investment Management Com | Investment management | 1 | $87,574 |
| Nepc, LLC | Investment advisory (plan) | 1 | $85,356 |
| Slevin & Hart, P.C. | Legal | 1 | $67,337 |
| MSPC, CPAS & Advisors, P.C. | Accounting (including auditing) | 2 | $48,892 |
| Bridgeway Benefit Technologies | Recordkeeping and information management | 2 | $29,925 |
| Columbia Management Investment Advi | Investment management | 1 | $24,279 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund and Defined Contribution Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters contribute to its plans?
$3,719,150 in employer contributions across these plans in their latest plan years, about $13,235 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Great Lakes Advisors, LLC, Loomis Sayles Trust Company, Groom Law Group, Chartered and Fidelity Institutional Asset Mgmt. and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.