Defined Benefit (Pension) · DOL Form 5500 · 2023
Trustees of Teamsters Local 301 Pension Plan
Data updated 2026-08-25
- $429M
- Total assets Above avg plan size
- 743
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $577,801
- Avg per participant High balance/head
Official DOL plan name: Teamsters' Local 301 Pension Plan · Sponsored by Trustees of Teamsters Local 301 · Illinois · Transportation & Warehousing
$429M in assets, 743 participants
Trustees of Teamsters Local 301's Teamsters' Local 301 Pension Plan reported $429M in total assets and 743 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #3,226 in Transportation & Warehousing (3,362 peers)
Where Teamsters' Local 301 Pension Plan sits by assets
Teamsters' Local 301 Pension Plan sits in the top 5% of all filed plans by assets, $429M for 743 participants (~$577,801/participant), up 6.2% in 2023.
- #3,226
- in Transportation & Warehousing (3,362 peers)
- +6.2%
- assets growth YoY
- 4.3×
- vs typical plan assets (national mean)
Teamsters' Local 301 Pension Plan's outsized position by total assets
Teamsters' Local 301 Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$429,305,796 Top 3% higher than 97% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Teamsters' Local 301 Pension Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Teamsters' Local 301 Pension Plan sits mid-pack in the medium band (743 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Teamsters' Local 301 Pension Plan reported net income rose from -$55M in the plan year 2022 filing to $25M in the plan year 2023 filing.
- Teamsters' Local 301 Pension Plan end-of-year assets rose from $404M in the plan year 2022 filing to $429M in the plan year 2023 filing.
- Teamsters' Local 301 Pension Plan reported participants rose from 734 in the plan year 2022 filing to 743 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 366492992 · Trustees of Teamsters Local 301 PY 2023 · Defined Benefit (Pension)
Teamsters' Local 301 Pension Plan · $429M · 743 · 97th
- PHOTO $429M
- IND 743
- EOY 97th
- 5500 Defined Benefit (Pension)
- ASSETS near Alabama Farmers Federation and Affiliated Companies Retirement Plan
- PCT ind #3226
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 Illinois →
Teamsters' Local 301 Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $404M |
|---|---|
| Net Assets (End of Year) | $429M |
| Net Income | $25M |
| Employer EIN | 366492992 |
| Plan Effective Date | 1958-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Teamsters Local 301)
Sponsor-wide plan assets over time
All Trustees of Teamsters Local 301 plans reported in each filing year
- Latest sponsor-wide plan assets
- $452M 11.910638872829523% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 734 | $404M |
| 2023 | 1 | 743 | $429M |
| 2024 | 1 | 763 | $452M |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $49.7B · 48,538
- State Farm Insurance Companies Retirement Plan for United States Employees $35.2B · 45,001
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,680
- John Deere Pension Plan for Salaried Employees $8.0B · 16,346
- Abbott Laboratories Annuity Retirement Plan $7.8B · 17,382
Teamsters' Local 301 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Alabama Farmers Federation and Affiliated Companies Retirement Plan in AL ($429M); by covered participants it is Twu-Westchester Private Bus Lines Pension Trust in NJ (743 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($429M here).
- Alabama Farmers Federation and Affiliated Companies Retirement Plan (AL) $429M · 929
- Steamfitters Industry Pension Fund (NY) $430M · 2,090
- Sfb Casualty Ins Co Retirement Plan (MS) $431M · 1,492
- Consolidated Communications Retirement Plan (TX) $428M · 1,470
Similar participant headcount
Nearest other-state filings by covered participants (743 participants); asset peers above are excluded.
- Twu-Westchester Private Bus Lines Pension Trust (NJ) 743 · 0 off
- Operating Engineers Local No 37 Pension Fund (MD) 745 · 2 off
- Moen Incorporated Pension Plan (OH) 741 · 2 off
- Nintendo of America Inc. Defined Benefit Retirement Plan (WA) 740 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.