401(k)
2022 plan-year 401(k) DOL Form 5500

Midwestern Teamsters 401(k) Retirement Plan

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

Sponsored by Teamsters,Automotive, Petroleum and Allied Trades Local No. 50 · Illinois · Other Services

What the 2023 filing shows

Midwestern Teamsters 401(k) Retirement Plan holds $6M for 116 participants — about $48,001 per participant, down 16.1% over the 2022 plan year.

$6M
total plan assets (2022 EOY)
116
covered participants
$48,001
avg assets per participant
-16.1%
assets change YoY

The plan reported a net loss of $1M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$6M
Participants
116
State
Industry
Other Services

What the Filing Says About Midwestern Teamsters 401(k) Retirement Plan

Midwestern Teamsters 401(k) Retirement Plan is a 401(k) retirement plan sponsored by Teamsters,Automotive, Petroleum and Allied Trades Local No. 50, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $6M in total end-of-year assets and covers 116 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 204543936, and the plan has been effective since 2007-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $7M at the beginning of 2022 to $6M at year-end — a decline of 16.1%. Net assets (after liabilities) closed the year at $6M, with reported net income of $-1,049,651 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)$7M
Total Assets (End of Year)$6M
Net Assets (End of Year)$6M
Net Income$-1,049,651
Plan Type401(k)
Employer EIN204543936
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Teamsters,Automotive, Petroleum and Allied Trades Local No. 50)

Year Plans Participants Total Assets
2022 1 116 $6M
2023 1 109 $7M
2024 1 119 $8M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Midwestern Teamsters 401(k) Retirement Plan?
As of the 2022 Form 5500 filing, Midwestern Teamsters 401(k) Retirement Plan holds $6M in total assets with 116 participants. It is sponsored by Teamsters,Automotive, Petroleum and Allied Trades Local No. 50.
What type of plan is Midwestern Teamsters 401(k) Retirement Plan?
Midwestern Teamsters 401(k) Retirement Plan is a 401(k) plan. It has been effective since 2007-01-01. The plan is filed with the U.S. Department of Labor under EIN 204543936.
Who sponsors the Midwestern Teamsters 401(k) Retirement Plan?
Midwestern Teamsters 401(k) Retirement Plan is sponsored by Teamsters,Automotive, Petroleum and Allied Trades Local No. 50, located in Illinois. The sponsor's EIN is 204543936 and the plan operates in the Other Services industry.
How did Midwestern Teamsters 401(k) Retirement Plan perform in 2022?
Midwestern Teamsters 401(k) Retirement Plan declined by 16.1% during 2022, moving from $7M to $6M in total assets. Net income was $-1,049,651.
Where can I find official filings for Midwestern Teamsters 401(k) Retirement Plan?
Official Form 5500 filings for Midwestern Teamsters 401(k) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 204543936 or plan name at efast.dol.gov.
How does Midwestern Teamsters 401(k) Retirement Plan compare to other plans?
You can compare Midwestern Teamsters 401(k) Retirement Plan against other 401(k) plans on the plan type page, or view plans in Illinois 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 204543936.

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.