Defined Benefit (Pension) · DOL Form 5500 · 2022

Teamsters Local 237 Welfare Fund Pension Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
93
Participants Small participant base
85th
Percentile by assets National rank
$397,170
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Teamsters Local 237 Welfare Fund Pension Plan · Sponsored by Teamsters Local 237 Welfare Fund · New York · Other Services

$37M in assets, 93 participants

Teamsters Local 237 Welfare Fund's Teamsters Local 237 Welfare Fund Pension Plan reported $37M in total assets and 93 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,813 in Other Services (8,398 peers)

Where Teamsters Local 237 Welfare Fund Pension Plan sits by assets

Teamsters Local 237 Welfare Fund Pension Plan sits in the top quartile of all filed plans by assets, $37M for 93 participants (~$397,170/participant), down 18.8% in 2022.

#7,813
in Other Services (8,398 peers)
-18.8%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Teamsters Local 237 Welfare Fund Pension Plan's outsized position by total assets

Teamsters Local 237 Welfare Fund Pension Plan vs every filed plan by assets

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

$36,936,811 Top 15% higher than 85% 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 237 Welfare Fund Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Teamsters Local 237 Welfare Fund Pension Plan is a small filing (93 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 132575626 · Teamsters Local 237 Welfare Fund PY 2022 · Defined Benefit (Pension)

Teamsters Local 237 Welfare Fund Pension Plan · $37M · 93 · 85th

  • 5500 $37M
  • ASSETS 93
  • PCT 85th
  • EIN Defined Benefit (Pension)
  • RANK near Gerdau Ameristeel US Pension Plan for Union Employees
  • PHOTO ind #7813

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 Other Services retirement plans → · Plans in New York →

Teamsters Local 237 Welfare Fund Pension Plan in the asset neighbourhood

Noland Health Services Retirement Income PlanNoland Health Services Retir…$37MGerdau Ameristeel US Pension Plan for Union EmployeesGerdau Ameristeel US Pension…$37MTeamsters Local 237 Welfare Fund Pension PlanTeamsters Local 237 Welfare …$37MCatholic Financial Life Pension PlanCatholic Financial Life Pens…$37MThe Fidelity Bank Pension PlanThe Fidelity Bank Pension Pl…$37M
End-of-year total assets ($M) among Teamsters Local 237 Welfare Fund 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)$46M
Net Assets (End of Year)$37M
Net Income-$9M
Employer EIN132575626
Plan Effective Date1976-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Teamsters Local 237 Welfare Fund)

Sponsor-wide plan assets over time

All Teamsters Local 237 Welfare Fund plans reported in each filing year

Latest sponsor-wide plan assets
$53M 43.634270430113745% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $36.9M $53.1M ▲ +43.6%
Year Plans Participants Total Assets
2022 1 93 $37M
2023 1 96 $44M
2024 1 100 $53M

Nearby Defined Benefit (Pension) Plans in New York

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

Teamsters Local 237 Welfare Fund Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Teamsters Local 237 Welfare Fund Pension Plan, Total assets ($B): 0.036936811 · Participants: 93Teamsters Local 237 Welfare Fund Pension PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Teamsters Local 237 Welfare Fund Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Teamsters Local 237 Welfare Fund Pension Plan side-by-side with 3 peers →

Teamsters Local 237 Welfare Fund Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Gerdau Ameristeel US Pension Plan for Union Employees in FL ($37M); by covered participants it is Floridacentral Credit Union Cash Balance Retirement Pension Plan in FL (93 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (93 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 237 Welfare Fund Pension Plan assets move in 2022? ▼
Teamsters Local 237 Welfare Fund Pension Plan declined sharply - down 18.8% during 2022, from $46M to $37M. Reported net income was -$9M.
How have Teamsters Local 237 Welfare Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Teamsters Local 237 Welfare Fund's sponsor-wide assets grew 43.6%, from $37M to $53M.
Where does Teamsters Local 237 Welfare Fund Pension Plan rank by assets among Form 5500 filers? ▼
Teamsters Local 237 Welfare Fund Pension Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Teamsters Local 237 Welfare Fund Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Gerdau Ameristeel US Pension Plan for Union Employees in FL ($37M, 76 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Teamsters Local 237 Welfare Fund Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Floridacentral Credit Union Cash Balance Retirement Pension Plan in FL (93 participants, $16M 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 132575626.

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.