Other
2022 plan-year Other DOL Form 5500

Eastern Shore Teamsters Pension Fund

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees of the Eastern · Maryland · Transportation & Warehousing

What the 2023 filing shows

Eastern Shore Teamsters Pension Fund holds $143M for 292 participants — about $489,504 per participant, down 11.9% over the 2022 plan year.

$143M
total plan assets (2022 EOY)
292
covered participants
$489,504
avg assets per participant
-11.9%
assets change YoY

The plan reported a net loss of $19M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$143M
Participants
292
State
Industry
Transportation & Warehousing

What the Filing Says About Eastern Shore Teamsters Pension Fund

Eastern Shore Teamsters Pension Fund is a Other retirement plan sponsored by Board of Trustees of the Eastern, headquartered in Maryland. As of the 2022 Form 5500 filing, the plan reports $143M in total end-of-year assets and covers 292 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 520904953, and the plan has been effective since 1969-03-07. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $162M at the beginning of 2022 to $143M at year-end — a decline of 11.9%. Net assets (after liabilities) closed the year at $143M, with reported net income of $-19,137,368 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$162M
Total Assets (End of Year)$143M
Net Assets (End of Year)$143M
Net Income$-19,137,368
Plan TypeOther
Employer EIN520904953
Plan Effective Date1969-03-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Eastern)

Year Plans Participants Total Assets
2022 1 292 $143M
2023 1 330 $152M
2024 1 309 $166M

Nearby Other Plans in Maryland

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Eastern Shore Teamsters Pension Fund?
As of the 2022 Form 5500 filing, Eastern Shore Teamsters Pension Fund holds $143M in total assets with 292 participants. It is sponsored by Board of Trustees of the Eastern.
What type of plan is Eastern Shore Teamsters Pension Fund?
Eastern Shore Teamsters Pension Fund is a Other plan. It has been effective since 1969-03-07. The plan is filed with the U.S. Department of Labor under EIN 520904953.
Who sponsors the Eastern Shore Teamsters Pension Fund?
Eastern Shore Teamsters Pension Fund is sponsored by Board of Trustees of the Eastern, located in Maryland. The sponsor's EIN is 520904953 and the plan operates in the Transportation & Warehousing industry.
How did Eastern Shore Teamsters Pension Fund perform in 2022?
Eastern Shore Teamsters Pension Fund declined by 11.9% during 2022, moving from $162M to $143M in total assets. Net income was $-19,137,368.
Where can I find official filings for Eastern Shore Teamsters Pension Fund?
Official Form 5500 filings for Eastern Shore Teamsters Pension Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 520904953 or plan name at efast.dol.gov.
How does Eastern Shore Teamsters Pension Fund compare to other plans?
You can compare Eastern Shore Teamsters Pension Fund against other Other plans on the plan type page, or view plans in Maryland on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 520904953.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.