Other
2022 plan-year Other DOL Form 5500

Teamsters Pension Trust Fund of Philadelphia & Vicinity

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

Sponsored by Board of Trustees of Teamsters Pension Trust Fund of Philadelphia · New Jersey · Transportation & Warehousing

What the 2023 filing shows

Teamsters Pension Trust Fund of Philadelphia & Vicinity holds $2.2B for 10,363 participants — about $211,303 per participant, down 12.8% over the 2022 plan year.

$2.2B
total plan assets (2022 EOY)
10,363
covered participants
$211,303
avg assets per participant
-12.8%
assets change YoY

The plan reported a net loss of $370M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$2.2B
Participants
10,363
State
Industry
Transportation & Warehousing

What the Filing Says About Teamsters Pension Trust Fund of Philadelphia & Vicinity

Teamsters Pension Trust Fund of Philadelphia & Vicinity is a Other retirement plan sponsored by Board of Trustees of Teamsters Pension Trust Fund of Philadelphia, headquartered in New Jersey. As of the 2022 Form 5500 filing, the plan reports $2.2B in total end-of-year assets and covers 10,363 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 231511735, and the plan has been effective since 1957-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2.5B at the beginning of 2022 to $2.2B at year-end — a decline of 12.8%. Net assets (after liabilities) closed the year at $2.0B, with reported net income of $-370,125,197 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)$2.5B
Total Assets (End of Year)$2.2B
Net Assets (End of Year)$2.0B
Net Income$-370,125,197
Plan TypeOther
Employer EIN231511735
Plan Effective Date1957-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Teamsters Pension Trust Fund of Philadelphia)

Year Plans Participants Total Assets
2022 1 10,363 $2.2B
2023 1 10,032 $2.4B
2024 1 8,608 $2.7B

Nearby Other Plans in New Jersey

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Teamsters Pension Trust Fund of Philadelphia & Vicinity?
As of the 2022 Form 5500 filing, Teamsters Pension Trust Fund of Philadelphia & Vicinity holds $2.2B in total assets with 10,363 participants. It is sponsored by Board of Trustees of Teamsters Pension Trust Fund of Philadelphia.
What type of plan is Teamsters Pension Trust Fund of Philadelphia & Vicinity?
Teamsters Pension Trust Fund of Philadelphia & Vicinity is a Other plan. It has been effective since 1957-03-01. The plan is filed with the U.S. Department of Labor under EIN 231511735.
Who sponsors the Teamsters Pension Trust Fund of Philadelphia & Vicinity?
Teamsters Pension Trust Fund of Philadelphia & Vicinity is sponsored by Board of Trustees of Teamsters Pension Trust Fund of Philadelphia, located in New Jersey. The sponsor's EIN is 231511735 and the plan operates in the Transportation & Warehousing industry.
How did Teamsters Pension Trust Fund of Philadelphia & Vicinity perform in 2022?
Teamsters Pension Trust Fund of Philadelphia & Vicinity declined by 12.8% during 2022, moving from $2.5B to $2.2B in total assets. Net income was $-370,125,197.
Where can I find official filings for Teamsters Pension Trust Fund of Philadelphia & Vicinity?
Official Form 5500 filings for Teamsters Pension Trust Fund of Philadelphia & Vicinity are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 231511735 or plan name at efast.dol.gov.
How does Teamsters Pension Trust Fund of Philadelphia & Vicinity compare to other plans?
You can compare Teamsters Pension Trust Fund of Philadelphia & Vicinity against other Other plans on the plan type page, or view plans in New Jersey 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 231511735.

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.