Money Purchase · DOL Form 5500 · 2022
Board of Trustees Teamsters Local 802 Annuity Fund Money Purchase Plan
Data updated 2026-08-06
- $140M
- Total assets
- 470
- Participants
- 94th
- Percentile by assets
- $297,570
- Avg per participant
Official DOL plan name: Teamsters Local 802 Annuity Fund · Sponsored by Board of Trustees Teamsters Local 802 Annuity Fund · New York · Transportation & Warehousing
$140M in assets, 470 participants
Board of Trustees Teamsters Local 802 Annuity Fund's Teamsters Local 802 Annuity Fund reported $140M in total assets and 470 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 139,258 plans)
- #3,621 in Transportation & Warehousing (3,884 peers)
Where Teamsters Local 802 Annuity Fund sits by assets
Teamsters Local 802 Annuity Fund sits in the top 10% of all filed plans by assets, $140M for 470 participants (~$297,570/participant), down 20.2% in 2022.
- $140M
- total plan assets (2022 EOY)
- 470
- covered participants
- 94th
- percentile by assets (of 139,258 plans)
- $297,570
- avg assets per participant
The plan reported a net loss of $35M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Teamsters Local 802 Annuity Fund vs the 2022 asset distribution
By assets, Teamsters Local 802 Annuity Fund outranks 94% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.4x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $175M |
|---|---|
| Net Assets (End of Year) | $140M |
| Net Income | -$35M |
| Employer EIN | 270970217 |
| Plan Effective Date | 2009-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Teamsters Local 802 Annuity Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 470 | $140M |
| 2023 | 1 | 476 | $140M |
| 2024 | 1 | 474 | $143M |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Teamsters Local 802 Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants
- Tiaa Retirement Plan $4.5B · 11,825
- Young Men's Christian Association Retirement Fund Retirement Plan $3.6B · 42,922
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $1.7B · 11,845
- Brookhaven Science Associates, LLC Retirement Plan $1.3B · 2,436
- Iron Workers Locals 40,361, & 417 Annuity Fund $1.1B · 5,068
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Teamsters Local 802 Annuity Fund by total assets, not by location.
- Milton Hershey School Money Purchase Pension Plan (PA) $140M · 1,309
- Plumbers & Pipefitters Local Union No. 286 Money Purchase Plan (NM) $139M · 3,155
- Annuity Fund of Local 274 (NJ) $141M · 368
- Itpeu Pension Fund (NJ) $141M · 14,627
Frequently Asked Questions
How did Teamsters Local 802 Annuity Fund assets move in 2022? ▼
How have Board of Trustees Teamsters Local 802 Annuity Fund plan assets changed over time? ▼
Where does Teamsters Local 802 Annuity Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Teamsters Local 802 Annuity Fund? ▼
Next read for Teamsters Local 802 Annuity Fund
Scale reading
Ways to act on Teamsters Local 802 Annuity Fund's numbers.
- By total assets, Teamsters Local 802 Annuity Fund ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Board of Trustees Teamsters Local 802 Annuity Fund's sponsor-wide assets have grown 2.0% since 2022 across 3 plan years on file. More Transportation & Warehousing plans