401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-06

$1.4B
Total assets
162,104
Participants
99th
Percentile by assets
$8,596
Avg per participant
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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.

  • 99th percentile by assets (of 139,258 plans)
  • #3,830 in Transportation & Warehousing (3,884 peers)

Coverage in Pennsylvania

Teamsters-National 401(k) Savings Plan covers 162,104 participants in Pennsylvania, 197x the typical Pennsylvania plan (state average ~824 per filing). Assets: $1.4B.

$1.4B
total plan assets (2022 EOY)
162,104
covered participants
99th
percentile by assets (of 139,258 plans)
$8,596
avg assets per participant

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.

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 824 participants across 5,360 plans. Teamsters-National 401(k) Savings Plan reports 162,104 participants - 197x that state average ($1.4B EOY assets).

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)

$1.35B$1.4B$1.45B$1.5B 202220232024 $1.39B $1.48B ▲ +6.5%
Total plan assets by year, all Board of Trustees of the Teamsters- National 401(k) Savings Plan Trust plans on file
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

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 4…Comcast Corporation …Cigna 401(k) PlanThe PNC Financial Se…The Vanguard Retirem…The Bank of New York…
Teamsters-National 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

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 (0.012% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.18% of 89,805,449 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:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Teamsters-National 401(k) Savings Plan by total assets, not by location.

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 139,258 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).

Filing takeaways

Ways to act on Teamsters-National 401(k) Savings Plan's numbers.