Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees of Teamsters Local Union No. 727 Pension Plan Pension Plan

Data updated 2026-08-25

$505M
Total assets Above avg plan size
2,423
Participants Above avg headcount
98th
Percentile by assets National rank
$208,463
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Teamsters Local Union No. 727 Pension Plan · Sponsored by Board of Trustees of Teamsters Local Union No. 727 Pension Plan · Illinois · Other Services

$505M in assets, 2,423 participants

Board of Trustees of Teamsters Local Union No. 727 Pension Plan's Teamsters Local Union No. 727 Pension Plan reported $505M in total assets and 2,423 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,359 in Other Services (8,398 peers)

Coverage in Illinois

Teamsters Local Union No. 727 Pension Plan covers 2,423 participants in Illinois, 3.1x the typical Illinois plan (state average ~779 per filing). Assets: $505M.

#8,359
in Other Services (8,398 peers)
-6.0%
assets change YoY
5.1×
vs typical plan assets (national mean)

The plan reported a net loss of $32M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Teamsters Local Union No. 727 Pension Plan's outsized position by total assets

Teamsters Local Union No. 727 Pension Plan vs every filed plan by assets

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

$505,106,039 Top 2% higher than 98% 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 Union No. 727 Pension Plan's large-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 Local Union No. 727 Pension Plan lands in the large band (2,423 participants).

Form 5500 schedule snapshot

Filing strip 366102397 · Board of Trustees of Teamsters Local Union No. 727 Pension Plan PY 2022 · Defined Benefit (Pension)

Teamsters Local Union No. 727 Pension Plan · $505M · 2,423 · 98th

  • PHOTO $505M
  • PHOTO 2,423
  • PHOTO 98th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Yale-New Haven Hospital Cash Account Pension Plan
  • PHOTO ind #8359

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 Other Services retirement plans → · Plans in Illinois →

Teamsters Local Union No. 727 Pension Plan in the asset neighbourhood

Retirement Plan for Employees of United JewishRetirement Plan for Employee…$506MYale-New Haven Hospital Cash Account Pension PlanYale-New Haven Hospital Cash…$505MTeamsters Local Union No. 727 Pension PlanTeamsters Local Union No. 72…$505MPhilips North America Pension PlanPhilips North America Pensio…$504MMunich Reinsurance America, Inc. Pension PlanMunich Reinsurance America, …$504M
End-of-year total assets ($M) among Teamsters Local Union No. 727 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$537M
Net Assets (End of Year)$505M
Net Income-$32M
Employer EIN366102397
Plan Effective Date1963-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Teamsters Local Union No. 727 Pension Plan)

Sponsor-wide plan assets over time

All Board of Trustees of Teamsters Local Union No. 727 Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$607M 20.11171044423011% vs 2022
2024 filing year
$450M$500M$550M$600M$650M 202220232024 $505M $607M ▲ +20.1%
Year Plans Participants Total Assets
2022 1 2,423 $505M
2023 1 2,350 $551M
2024 1 2,295 $607M

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Teamsters Local Union No. 727 Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants Teamsters Local Union No. 727 Pension Plan, Total assets ($B): 0.505106039 · Participants: 2423Teamsters Local Union No. 727 Pension PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 42.629770802 · Participants: 50096Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 32.129102809 · Participants: 49052State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.958716532 · Participants: 20170United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.304502684 · Participants: 0John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 6.770339506 · Participants: 16809Abbott Laboratories Annuity Retirement Plan
Teamsters Local Union No. 727 Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

Teamsters Local Union No. 727 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Yale-New Haven Hospital Cash Account Pension Plan in CT ($505M); by covered participants it is New Jersey Health Care Employers- Pension Plan in NJ (2,417 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($505M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,423 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 Union No. 727 Pension Plan assets move in 2022? ▼
Teamsters Local Union No. 727 Pension Plan pulled back noticeably - down 6.0% during 2022, from $537M to $505M. Reported net income was -$32M.
How have Board of Trustees of Teamsters Local Union No. 727 Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Teamsters Local Union No. 727 Pension Plan's sponsor-wide assets grew 20.1%, from $505M to $607M.
Where does Teamsters Local Union No. 727 Pension Plan rank by assets among Form 5500 filers? ▼
Teamsters Local Union No. 727 Pension Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Teamsters Local Union No. 727 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Yale-New Haven Hospital Cash Account Pension Plan in CT ($505M, 16,544 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Teamsters Local Union No. 727 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is New Jersey Health Care Employers- Pension Plan in NJ (2,417 participants, $242M in assets).