401(k) · DOL Form 5500 · 2022

Board of Trustees of the Teamsters- National 401(k) Savings Plan Trust 401(k) Plan

Data updated 2026-08-25

$1.4B
Total assets Very large vs avg
162,104
Participants Very large workforce
99th
Percentile by assets National rank
$8,596
Avg per participant Low balance/head
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Official DOL plan name: Teamsters-National 401(k) Savings Plan · Sponsored by Board of Trustees of the Teamsters- National 401(k) Savings Plan Trust · Pennsylvania · Transportation & Warehousing

$1.4B in assets, 162,104 participants

Board of Trustees of the Teamsters- National 401(k) Savings Plan Trust's Teamsters-National 401(k) Savings Plan reported $1.4B in total assets and 162,104 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • #3,822 in Transportation & Warehousing (3,876 peers)

Coverage in Pennsylvania

Teamsters-National 401(k) Savings Plan covers 162,104 participants in Pennsylvania, 197x the typical Pennsylvania plan (state average ~822 per filing). Assets: $1.4B.

#3,822
in Transportation & Warehousing (3,876 peers)
-14.8%
assets change YoY
14×
vs typical plan assets (national mean)

The plan reported a net loss of $270M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Teamsters-National 401(k) Savings Plan's outsized position by total assets

Teamsters-National 401(k) Savings Plan vs every filed plan by assets

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

$1,393,376,767 Top 1% higher than 99% 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-National 401(k) Savings Plan's mega-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Teamsters-National 401(k) Savings Plan is a mega filing (162,104 participants), the rightmost band on the breakdown.

Form 5500 schedule snapshot

Filing strip 521967784 · Board of Trustees of the Teamsters- National 401(k) Savings Plan Trust PY 2022 · 401(k)

Teamsters-National 401(k) Savings Plan · $1.4B · 162,104 · 99th

  • ASSETS $1.4B
  • PCT 162,104
  • EIN 99th
  • RANK 401(k)
  • PHOTO near Elevator Constructors Local 1 Annuity & 401(k) Fd Union Local No. 1 Annuity & 401(k) Fund
  • IND ind #3822

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 Pennsylvania →

Teamsters-National 401(k) Savings Plan in the asset neighbourhood

Arcadis U.S., Inc. Retirement Savings PlanArcadis U.S., Inc. Retiremen…$1.4BPacificorp K Plus Employee Savings PlanPacificorp K Plus Employee S…$1.4BTeamsters-National 401(k) Savings PlanTeamsters-National 401(k) Sa…$1.4BElevator Constructors Local 1 Annuity & 401(k) Fd Union Local No. 1 Annuity & 401(k) FundElevator Constructors Local …$1.4BAptiv Salaried 401(k) Plan$1.4B
End-of-year total assets ($B) among Teamsters-National 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$1.6B
Net Assets (End of Year)$1.4B
Net Income-$270M
Employer EIN521967784
Plan Effective Date1996-02-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Teamsters- National 401(k) Savings Plan Trust)

Sponsor-wide plan assets over time

All Board of Trustees of the Teamsters- National 401(k) Savings Plan Trust plans reported in each filing year

Latest sponsor-wide plan assets
$1.5B 5.945135943263506% vs 2022
2024 filing year
$1.35B$1.4B$1.45B$1.5B 202220232024 $1.39B $1.48B ▲ +6.5%
Year Plans Participants Total Assets
2022 1 162,104 $1.4B
2023 1 155,329 $1.4B
2024 1 152,665 $1.5B

Nearby 401(k) Plans in Pennsylvania

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

Teamsters-National 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 050000100000150000200000 05101520 Total assets ($B) Participants Teamsters-National 401(k) Savings Plan, Total assets ($B): 1.393376767 · Participants: 162104Teamsters-National 401(k) Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Teamsters-National 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Teamsters-National 401(k) Savings Plan side-by-side with 3 peers →

Scale composition for Teamsters-National 401(k) Savings Plan

Teamsters-National 401(k) Savings Plan reports $1.4B in end-of-year assets across 162,104 participants (0.011% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.17% of 93,925,755 covered participants) - about $8,596 per participant (6% of the national average assets-per-participant) . Net income for plan year 2022 was -$270M.

This plan identity (EIN 521967784, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.4B to $1.5B (+5.9%) while covered participants moved from 162,104 to 152,665 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 162,104 $1.4B This page
2023 155,329 $1.4B Open filing
2024 · index core 152,665 $1.5B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Teamsters-National 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Elevator Constructors Local 1 Annuity & 401(k) Fd Union Local No. 1 Annuity & 401(k) Fund in NJ ($1.4B); by covered participants it is JPMorgan Chase 401(k) Savings Plan in NJ (168,280 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162,104 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-National 401(k) Savings Plan assets move in 2022? ▼
Teamsters-National 401(k) Savings Plan pulled back noticeably - down 14.8% during 2022, from $1.6B to $1.4B. Reported net income was -$270M.
How have Board of Trustees of the Teamsters- National 401(k) Savings Plan Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Teamsters- National 401(k) Savings Plan Trust's sponsor-wide assets grew 5.9%, from $1.4B to $1.5B.
Where does Teamsters-National 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Teamsters-National 401(k) Savings Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Teamsters-National 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Elevator Constructors Local 1 Annuity & 401(k) Fd Union Local No. 1 Annuity & 401(k) Fund in NJ ($1.4B, 3,272 participants).
Which 401(k) plans cover a similar participant headcount to Teamsters-National 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is JPMorgan Chase 401(k) Savings Plan in NJ (168,280 participants, $36.8B 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 521967784.

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.