Other · DOL Form 5500 · 2022
Board of Trustees Arizona Laborers & Teamsters Annuity Plan Retirement Plan
Data updated 2026-08-25
- $50M
- Total assets Below avg plan size
- 2,735
- Participants Above avg headcount
- 88th
- Percentile by assets National rank
- $18,122
- Avg per participant Low balance/head
Official DOL plan name: Arizona Laborers & Teamsters Annuity Plan · Sponsored by Board of Trustees Arizona Laborers & Teamsters Annuity Plan · Arizona · Construction
$50M in assets, 2,735 participants
Board of Trustees Arizona Laborers & Teamsters Annuity Plan's Arizona Laborers & Teamsters Annuity Plan reported $50M in total assets and 2,735 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.
- #8,563 in Construction (9,927 peers)
Coverage in Arizona
Arizona Laborers & Teamsters Annuity Plan covers 2,735 participants in Arizona, 4.9x the typical Arizona plan (state average ~564 per filing). Assets: $50M.
- #8,563
- in Construction (9,927 peers)
- -20.5%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Arizona Laborers & Teamsters Annuity Plan's outsized position by total assets
Arizona Laborers & Teamsters Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$49,564,306 Top 12% higher than 88% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Arizona Laborers & Teamsters Annuity Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Arizona Laborers & Teamsters Annuity Plan lands in the large band (2,735 participants).
Plan-year Form 5500 strip
Filing strip 866084210 · Board of Trustees Arizona Laborers & Teamsters Annuity Plan PY 2022 · Other
Arizona Laborers & Teamsters Annuity Plan · $50M · 2,735 · 88th
- IND $50M
- IND 2,735
- IND 88th
- IND Other
- IND near Casey Family Programs 403(b) Plan
- IND ind #8563
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 Construction retirement plans → · Plans in Arizona →
Arizona Laborers & Teamsters Annuity Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $62M |
|---|---|
| Net Assets (End of Year) | $49M |
| Net Income | -$13M |
| Employer EIN | 866084210 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Arizona Laborers & Teamsters Annuity Plan)
Sponsor-wide plan assets over time
All Board of Trustees Arizona Laborers & Teamsters Annuity Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $91M 8.656427162143766% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,735 | $100M |
| 2023 | 2 | 2,648 | $97M |
| 2024 | 2 | 2,693 | $91M |
Nearby Other Plans in Arizona
Peer Other plans, same state, same plan type, ranked by total assets.
- Honorhealth 403(b) Retirement Security Plan $873M · 12,089
- Operating Engineers Local 428 Annuity Trust Fund $256M · 7,538
- Banner Health Employees 403(b) Plan $146M · 10,133
- El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan $120M · 1,633
- Kingman Regional Medical Center Employee Retirement Plan $91M · 1,954
Arizona Laborers & Teamsters Annuity Plan's out-of-state Other peers by assets and headcount
Outside Arizona, the nearest Other by assets is Casey Family Programs 403(b) Plan in WA ($50M); by covered participants it is Lake Hospital System Inc. 403b Retirement Savings Plan in OH (2,733 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($50M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,735 participants); asset peers above are excluded.
- Lake Hospital System Inc. 403b Retirement Savings Plan (OH) 2,733 · 2 off
- Loyola University Chicago Defined Contribution Retirement Plan (IL) 2,744 · 9 off
- Lifespace Communities, Inc. Internal Revenue Code Section 403(b) Tax (TX) 2,722 · 13 off
- Milford Regional Medical Center Partnership Plan (MA) 2,748 · 13 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.