Money Purchase · DOL Form 5500 · 2022

Board of Trustees Teamsters Local 802 Annuity Fund Money Purchase Plan

Data updated 2026-08-25

$140M
Total assets Near avg plan size
470
Participants Below avg headcount
94th
Percentile by assets National rank
$297,570
Avg per participant High balance/head
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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.

  • #3,613 in Transportation & Warehousing (3,876 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.

#3,613
in Transportation & Warehousing (3,876 peers)
-20.2%
assets change YoY
1.4×
vs typical plan assets (national mean)

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's outsized position by total assets

Teamsters Local 802 Annuity Fund vs every filed plan by assets

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

$139,857,804 Top 6% higher than 94% 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 802 Annuity Fund 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 802 Annuity Fund sits mid-pack in the medium band (470 participants).

Plan-year Form 5500 strip

Filing strip 270970217 · Board of Trustees Teamsters Local 802 Annuity Fund PY 2022 · Money Purchase

Teamsters Local 802 Annuity Fund · $140M · 470 · 94th

  • RANK $140M
  • PHOTO 470
  • IND 94th
  • EOY Money Purchase
  • 5500 near Milton Hershey School Money Purchase Pension Plan
  • ASSETS ind #3613

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 New York →

Teamsters Local 802 Annuity Fund in the asset neighbourhood

Itpeu Pension Fund$141MAnnuity Fund of Local 274$141MMilton Hershey School Money Purchase Pension PlanMilton Hershey School Money …$140MTeamsters Local 802 Annuity FundTeamsters Local 802 Annuity …$140MPlumbers & Pipefitters Local Union No. 286 Money Purchase PlanPlumbers & Pipefitters Local…$139M
End-of-year total assets ($M) among Teamsters Local 802 Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$175M
Net Assets (End of Year)$140M
Net Income-$35M
Employer EIN270970217
Plan Effective Date2009-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Teamsters Local 802 Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees Teamsters Local 802 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$143M 1.9895328829844918% vs 2022
2024 filing year
$139M$140M$141M$142M$143M 202220232024 $140M $143M ▲ +2.0%
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 Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Teamsters Local 802 Annuity Fund, Total assets ($B): 0.139857804 · Participants: 470Teamsters Local 802 Annuity FundTiaa Retirement Plan, Total assets ($B): 4.543178238 · Participants: 11825Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.62423 · Participants: 42922Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.717200853 · Participants: 11845McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.251409519 · Participants: 2436Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40,361, & 417 Annuity Fund, Total assets ($B): 1.072542175 · Participants: 5068Iron Workers Locals 40,361, & 417 Annuity Fund
Teamsters Local 802 Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Teamsters Local 802 Annuity Fund side-by-side with 3 peers →

Teamsters Local 802 Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Milton Hershey School Money Purchase Pension Plan in PA ($140M); by covered participants it is Plumbing and Pipe Fitting Industry Local 219 Annuity Plan in OH (473 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($140M here).

Similar participant headcount

Nearest other-state filings by covered participants (470 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 802 Annuity Fund assets move in 2022? ▼
Teamsters Local 802 Annuity Fund declined sharply - down 20.2% during 2022, from $175M to $140M. Reported net income was -$35M.
How have Board of Trustees Teamsters Local 802 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Teamsters Local 802 Annuity Fund's sponsor-wide assets grew 2.0%, from $140M to $143M.
Where does Teamsters Local 802 Annuity Fund rank by assets among Form 5500 filers? ▼
Teamsters Local 802 Annuity Fund ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Teamsters Local 802 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Milton Hershey School Money Purchase Pension Plan in PA ($140M, 1,309 participants).
Which Money Purchase plans cover a similar participant headcount to Teamsters Local 802 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Plumbing and Pipe Fitting Industry Local 219 Annuity Plan in OH (473 participants, $32M 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 270970217.

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.