Other
2023 plan-year Other DOL Form 5500

MIDWESTERN TEAMSTERS PENSION TRUST FUND

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

TRUSTEES MIDWESTERN TEAMSTERS PENSION TRUST FUND

This Other plan holds $16M in total assets and serves 73 participants as of 2023. It is sponsored by TRUSTEES MIDWESTERN TEAMSTERS PENSION TRUST FUND in Illinois. The plan reported a net loss of $288K for the year.

Total Assets (2023)
$16M
Participants
73
State
Industry
Transportation & Warehousing

What the Filing Says About MIDWESTERN TEAMSTERS PENSION TRUST FUND

MIDWESTERN TEAMSTERS PENSION TRUST FUND is a Other retirement plan sponsored by TRUSTEES MIDWESTERN TEAMSTERS PENSION TRUST FUND, headquartered in Illinois. As of the 2023 Form 5500 filing, the plan reports $16M in total end-of-year assets and covers 73 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 376117130, and the plan has been effective since 1971-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $17M at the beginning of 2023 to $16M at year-end — a decline of 1.7%. Net assets (after liabilities) closed the year at $16M, with reported net income of $-287,614 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)$17M
Total Assets (End of Year)$16M
Net Assets (End of Year)$16M
Net Income$-287,614
Plan TypeOther
Employer EIN376117130
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TRUSTEES MIDWESTERN TEAMSTERS PENSION TRUST FUND)

Year Plans Participants Total Assets
2022 1 75 $17M
2023 1 73 $16M
2024 1 72 $40M

Nearby Other Plans in Illinois

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

Frequently Asked Questions

How much money is in the MIDWESTERN TEAMSTERS PENSION TRUST FUND?
As of the 2023 Form 5500 filing, MIDWESTERN TEAMSTERS PENSION TRUST FUND holds $16M in total assets with 73 participants. It is sponsored by TRUSTEES MIDWESTERN TEAMSTERS PENSION TRUST FUND.
What type of plan is MIDWESTERN TEAMSTERS PENSION TRUST FUND?
MIDWESTERN TEAMSTERS PENSION TRUST FUND is a Other plan. It has been effective since 1971-01-01. The plan is filed with the U.S. Department of Labor under EIN 376117130.
Who sponsors the MIDWESTERN TEAMSTERS PENSION TRUST FUND?
MIDWESTERN TEAMSTERS PENSION TRUST FUND is sponsored by TRUSTEES MIDWESTERN TEAMSTERS PENSION TRUST FUND, located in Illinois. The sponsor's EIN is 376117130 and the plan operates in the Transportation & Warehousing industry.
How did MIDWESTERN TEAMSTERS PENSION TRUST FUND perform in 2023?
MIDWESTERN TEAMSTERS PENSION TRUST FUND declined by 1.7% during 2023, moving from $17M to $16M in total assets. Net income was $-287,614.
Where can I find official filings for MIDWESTERN TEAMSTERS PENSION TRUST FUND?
Official Form 5500 filings for MIDWESTERN TEAMSTERS PENSION TRUST FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 376117130 or plan name at efast.dol.gov.
How does MIDWESTERN TEAMSTERS PENSION TRUST FUND compare to other plans?
You can compare MIDWESTERN TEAMSTERS PENSION TRUST FUND against other Other plans on the plan type page, or view plans in Illinois 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 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 376117130.

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 official public datasets. See our methodology for details.