Defined Benefit (Pension) · DOL Form 5500 · 2022

Trustees of Teamsters Local 301 Pension Plan

Data updated 2026-08-25

$404M
Total assets Above avg plan size
734
Participants Near avg headcount
97th
Percentile by assets National rank
$550,818
Avg per participant High balance/head
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Official DOL plan name: Teamsters' Local 301 Pension Plan · Sponsored by Trustees of Teamsters Local 301 · Illinois · Transportation & Warehousing

$404M in assets, 734 participants

Trustees of Teamsters Local 301's Teamsters' Local 301 Pension Plan reported $404M in total assets and 734 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #3,751 in Transportation & Warehousing (3,876 peers)

Where Teamsters' Local 301 Pension Plan sits by assets

Teamsters' Local 301 Pension Plan sits in the top 5% of all filed plans by assets, $404M for 734 participants (~$550,818/participant), down 12.1% in 2022.

#3,751
in Transportation & Warehousing (3,876 peers)
-12.1%
assets change YoY
4.1×
vs typical plan assets (national mean)

The plan reported a net loss of $55M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Teamsters' Local 301 Pension Plan's outsized position by total assets

Teamsters' Local 301 Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$404,300,227 Top 3% higher than 97% of 139,123 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 2022

Teamsters' Local 301 Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Teamsters' Local 301 Pension Plan sits mid-pack in the medium band (734 participants).

Published 5500 schedule card

Filing strip 366492992 · Trustees of Teamsters Local 301 PY 2022 · Defined Benefit (Pension)

Teamsters' Local 301 Pension Plan · $404M · 734 · 97th

  • BOY $404M
  • SCH 734
  • EBSA 97th
  • PART Defined Benefit (Pension)
  • TYPE near Torrance Health Association Employees Retirement Plan
  • NET ind #3751

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 Illinois →

Teamsters' Local 301 Pension Plan in the asset neighbourhood

Invista Pension Plan for Certain Grandfathered EmployeesInvista Pension Plan for Cer…$406MPremera Pension Equity Plan$406MPension Plan of the Segal CompanyPension Plan of the Segal Co…$406MTorrance Health Association Employees Retirement PlanTorrance Health Association …$406MTeamsters' Local 301 Pension PlanTeamsters' Local 301 Pension…$404M
End-of-year total assets ($M) among Teamsters' Local 301 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$460M
Net Assets (End of Year)$404M
Net Income-$55M
Employer EIN366492992
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Teamsters Local 301)

Sponsor-wide plan assets over time

All Trustees of Teamsters Local 301 plans reported in each filing year

Latest sponsor-wide plan assets
$452M 11.910638872829523% vs 2022
2024 filing year
$380M$400M$420M$440M$460M 202220232024 $404M $452M ▲ +11.9%
Year Plans Participants Total Assets
2022 1 734 $404M
2023 1 743 $429M
2024 1 763 $452M

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Teamsters' Local 301 Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants Teamsters' Local 301 Pension Plan, Total assets ($B): 0.404300227 · Participants: 734Teamsters' Local 301 Pension PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 42.629770802 · Participants: 50096Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 32.129102809 · Participants: 49052State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.958716532 · Participants: 20170United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.304502684 · Participants: 0John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 6.770339506 · Participants: 16809Abbott Laboratories Annuity Retirement Plan
Teamsters' Local 301 Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Teamsters' Local 301 Pension Plan side-by-side with 3 peers →

Teamsters' Local 301 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Torrance Health Association Employees Retirement Plan in CA ($406M); by covered participants it is Maimonides Medical Center Pension Plan in NY (734 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($404M here).

Similar participant headcount

Nearest other-state filings by covered participants (734 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Teamsters' Local 301 Pension Plan assets move in 2022? ▼
Teamsters' Local 301 Pension Plan pulled back noticeably - down 12.1% during 2022, from $460M to $404M. Reported net income was -$55M.
How have Trustees of Teamsters Local 301 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Teamsters Local 301's sponsor-wide assets grew 11.9%, from $404M to $452M.
Where does Teamsters' Local 301 Pension Plan rank by assets among Form 5500 filers? ▼
Teamsters' Local 301 Pension Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Teamsters' Local 301 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Torrance Health Association Employees Retirement Plan in CA ($406M, 1,369 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Teamsters' Local 301 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Maimonides Medical Center Pension Plan in NY (734 participants, $142M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 366492992.

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.