Defined Benefit (Pension) · DOL Form 5500 · 2022

Jt Board of Trustees Teamsters Pension Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
763
Participants Near avg headcount
92nd
Percentile by assets National rank
$119,643
Avg per participant Near avg balance/head
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Official DOL plan name: Teamsters Local Union No. 716 Pension Plan · Sponsored by Jt Board of Trustees Teamsters · Indiana · Other Services

$91M in assets, 763 participants

Jt Board of Trustees Teamsters's Teamsters Local Union No. 716 Pension Plan reported $91M in total assets and 763 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,158 in Other Services (8,398 peers)

Where Teamsters Local Union No. 716 Pension Plan sits by assets

Teamsters Local Union No. 716 Pension Plan sits in the top 10% of all filed plans by assets, $91M for 763 participants (~$119,643/participant), down 7.2% in 2022.

#8,158
in Other Services (8,398 peers)
-7.2%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Teamsters Local Union No. 716 Pension Plan's outsized position by total assets

Teamsters Local Union No. 716 Pension Plan vs every filed plan by assets

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

$91,287,668 Top 8% higher than 92% 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. 716 Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Teamsters Local Union No. 716 Pension Plan sits mid-pack in the medium band (763 participants).

Plan-year Form 5500 strip

Filing strip 510175810 · Jt Board of Trustees Teamsters PY 2022 · Defined Benefit (Pension)

Teamsters Local Union No. 716 Pension Plan · $91M · 763 · 92nd

  • BOY $91M
  • SCH 763
  • EBSA 92nd
  • PART Defined Benefit (Pension)
  • TYPE near Retirement Plan for Employees of Pricewaterhousecoopers LLP
  • NET ind #8158

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 Indiana →

Teamsters Local Union No. 716 Pension Plan in the asset neighbourhood

Peterbilt Nashville - Local 1832 UAW RetirementPeterbilt Nashville - Local …$91MAvis Rent a Car System, LLC Pension PlanAvis Rent a Car System, LLC …$91MRetirement Plan for Employees of Pricewaterhousecoopers LLPRetirement Plan for Employee…$91MTeamsters Local Union No. 716 Pension PlanTeamsters Local Union No. 71…$91MSilgan Plastics Pension Plan for Salaried EmployeesSilgan Plastics Pension Plan…$91M
End-of-year total assets ($M) among Teamsters Local Union No. 716 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$98M
Net Assets (End of Year)$91M
Net Income-$7M
Employer EIN510175810
Plan Effective Date1975-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jt Board of Trustees Teamsters)

Sponsor-wide plan assets over time

All Jt Board of Trustees Teamsters plans reported in each filing year

Latest sponsor-wide plan assets
$103M 12.41502959633058% vs 2022
2024 filing year
$90M$95M$100M$105M 202220232024 $91.3M $103M ▲ +12.4%
Year Plans Participants Total Assets
2022 1 763 $91M
2023 1 800 $101M
2024 1 744 $103M

Nearby Defined Benefit (Pension) Plans in Indiana

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

Teamsters Local Union No. 716 Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Teamsters Local Union No. 716 Pension Plan, Total assets ($B): 0.091287668 · Participants: 763Teamsters Local Union No. 716 Pension PlanThe Lilly Retirement Plan, Total assets ($B): 11.231261789 · Participants: 16878The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.227971207 · Participants: 24119Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.488495807 · Participants: 9896Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.222287988 · Participants: 8650Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.05154978 · Participants: 2283Nisource Pension Plan
Teamsters Local Union No. 716 Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Teamsters Local Union No. 716 Pension Plan side-by-side with 3 peers →

Teamsters Local Union No. 716 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Pricewaterhousecoopers LLP in FL ($91M); by covered participants it is Valley National Bank Pension Plan in NJ (763 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (763 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. 716 Pension Plan assets move in 2022? ▼
Teamsters Local Union No. 716 Pension Plan pulled back noticeably - down 7.2% during 2022, from $98M to $91M. Reported net income was -$7M.
How have Jt Board of Trustees Teamsters plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jt Board of Trustees Teamsters's sponsor-wide assets grew 12.4%, from $91M to $103M.
Where does Teamsters Local Union No. 716 Pension Plan rank by assets among Form 5500 filers? ▼
Teamsters Local Union No. 716 Pension Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Teamsters Local Union No. 716 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Pricewaterhousecoopers LLP in FL ($91M, 411 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Teamsters Local Union No. 716 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Valley National Bank Pension Plan in NJ (763 participants, $233M 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 510175810.

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.