Money Purchase · DOL Form 5500 · 2023
Board of Trustees of United Teamster Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 837
- Participants Near avg headcount
- 54th
- Percentile by assets National rank
- $9,539
- Avg per participant Low balance/head
Official DOL plan name: United Teamster Annuity Fund · Sponsored by Board of Trustees of United Teamster Annuity Fund · New York · Retail Trade
$8M in assets, 837 participants
Board of Trustees of United Teamster Annuity Fund's United Teamster Annuity Fund reported $8M in total assets and 837 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.
- #5,399 in Retail Trade (8,414 peers)
Board of Trustees of United Teamster Annuity Fund multi-year trail
Board of Trustees of United Teamster Annuity Fund's plans moved +45.0% in assets from 2022 to 2024; this filing shows United Teamster Annuity Fund at $8M / 837 participants.
- #5,399
- in Retail Trade (8,414 peers)
- +24.0%
- assets growth YoY
United Teamster Annuity Fund's mid-pack asset rank among Retail Trade and all filers
United Teamster Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,983,731 Top 46% higher than 54% 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
United Teamster Annuity Fund 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. United Teamster Annuity Fund sits mid-pack in the medium band (837 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Teamster Annuity Fund reported net income rose from -$129K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- United Teamster Annuity Fund end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- United Teamster Annuity Fund reported participants rose from 814 in the plan year 2022 filing to 837 in the plan year 2023 filing.
DOL schedule card
Filing strip 237277344 · Board of Trustees of United Teamster Annuity Fund PY 2023 · Money Purchase
United Teamster Annuity Fund · $8M · 837 · 54th
- PART $8M
- TYPE 837
- NET 54th
- BOOK Money Purchase
- VS-ST near American Council for Voluntary International Action 401(a) DC Plan
- BOY ind #5399
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 Retail Trade retirement plans → · Plans in New York →
United Teamster Annuity Fund in the asset neighbourhood
Board of Trustees of United Teamster Annuity Fund multi-year asset trail
Sponsor-wide plan assets over time
All Board of Trustees of United Teamster Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 45.044439243693475% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 814 | $6M |
| 2023 | 1 | 837 | $8M |
| 2024 | 1 | 992 | $9M |
Board of Trustees of United Teamster Annuity Fund filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $2M |
| Employer EIN | 237277344 |
| Plan Effective Date | 1971-05-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $5.3B · 12,501
- Young Men's Christian Association Retirement Fund Retirement Plan $3.7B · 43,490
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.0B · 15,163
- Brookhaven Science Associates, LLC Retirement Plan $1.4B · 2,473
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 4,998
United Teamster Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is American Council for Voluntary International Action 401(a) DC Plan in DC ($8M); by covered participants it is Plumbers & Steamfitters Local 184 Supplemental Pension Plan in TN (838 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- American Council for Voluntary International Action 401(a) DC Plan (DC) $8M · 45
- Retirement Program for the Employees of the Arc of Cumberland and Perry Counties (PA) $8M · 159
- Lincoln Community Health Center, Inc. Retirement Plan (NC) $8M · 192
- Midland Emergency Room Corp. Employee Pension Plan (MI) $8M · 28
Similar participant headcount
Nearest other-state filings by covered participants (837 participants); asset peers above are excluded.
- Plumbers & Steamfitters Local 184 Supplemental Pension Plan (TN) 838 · 1 off
- Mississippi Action for Progress, Inc Retirement Plan (MS) 844 · 7 off
- Children's University Medical Group Pension Plan (WA) 845 · 8 off
- Machinery Movers, Riggers & Mach. Erect. Local 136 Defined Contribution Retirement Fund (IL) 853 · 16 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.