401(k) · DOL Form 5500 · 2023
Board of Trustees of Teamsters Union Local No.142 Annuity Fund 401(k) Plan
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 1,102
- Participants Near avg headcount
- 85th
- Percentile by assets National rank
- $42,115
- Avg per participant Low balance/head
Official DOL plan name: Teamsters Union Local No. 142 Annuity Fund · Sponsored by Board of Trustees of Teamsters Union Local No.142 Annuity Fund · Indiana · Construction
$46M in assets, 1,102 participants
Board of Trustees of Teamsters Union Local No.142 Annuity Fund's Teamsters Union Local No. 142 Annuity Fund reported $46M in total assets and 1,102 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- #7,457 in Construction (9,030 peers)
Coverage in Indiana
Teamsters Union Local No. 142 Annuity Fund covers 1,102 participants in Indiana, 2.0x the typical Indiana plan (state average ~541 per filing). Assets: $46M.
- #7,457
- in Construction (9,030 peers)
- +25.0%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Teamsters Union Local No. 142 Annuity Fund's outsized position by total assets
Teamsters Union Local No. 142 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$46,410,826 Top 15% higher than 85% 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 Union Local No. 142 Annuity Fund's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Teamsters Union Local No. 142 Annuity Fund lands in the large band (1,102 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Teamsters Union Local No. 142 Annuity Fund reported net income rose from -$2M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Teamsters Union Local No. 142 Annuity Fund end-of-year assets rose from $37M in the plan year 2022 filing to $46M in the plan year 2023 filing.
- Teamsters Union Local No. 142 Annuity Fund reported participants rose from 887 in the plan year 2022 filing to 1,102 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 273032105 · Board of Trustees of Teamsters Union Local No.142 Annuity Fund PY 2023 · 401(k)
Teamsters Union Local No. 142 Annuity Fund · $46M · 1,102 · 85th
- NET $46M
- NET 1,102
- NET 85th
- NET 401(k)
- NET near Ethos Group 401(k) Plan
- NET ind #7457
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 Construction retirement plans → · Plans in Indiana →
Teamsters Union Local No. 142 Annuity Fund in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | $9M |
| Employer EIN | 273032105 |
| Plan Effective Date | 2010-07-13 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Teamsters Union Local No.142 Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees of Teamsters Union Local No.142 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $55M 48.826603695051645% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 887 | $37M |
| 2023 | 1 | 1,102 | $46M |
| 2024 | 1 | 1,219 | $55M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
Teamsters Union Local No. 142 Annuity Fund's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Ethos Group 401(k) Plan in TX ($46M); by covered participants it is Mag Ds Corp. 401(k) Plan in VA (1,102 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
- Ethos Group 401(k) Plan (TX) $46M · 462
- Mana Products, Inc. Profit Sharing Plan (NY) $46M · 584
- Gallivan, White & Boyd, P. a. Profit Sharing Plan (SC) $46M · 111
- Dcca Retirement Savings Plan (MD) $46M · 211
Similar participant headcount
Nearest other-state filings by covered participants (1,102 participants); asset peers above are excluded.
- Mag Ds Corp. 401(k) Plan (VA) 1,102 · 0 off
- Acclaim Professional Healthcar 401(k) Profit Sharing Plan & Trust (CA) 1,102 · 0 off
- Nathan Jackson Dba Choice Rehab 401(k) P/S Plan (TX) 1,102 · 0 off
- B & G Food Enterprises, Inc. 401(k) Plan (LA) 1,102 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.