Money Purchase · DOL Form 5500 · 2023

Board of Trustees Teamsters Local 802 Annuity Fund Money Purchase Plan

Data updated 2026-08-25

$140M
Total assets Near avg plan size
476
Participants Below avg headcount
93rd
Percentile by assets National rank
$294,507
Avg per participant High balance/head
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Official DOL plan name: Teamsters Local 802 Annuity Fund · Sponsored by Board of Trustees Teamsters Local 802 Annuity Fund · New York · Transportation & Warehousing

$140M in assets, 476 participants

Board of Trustees Teamsters Local 802 Annuity Fund's Teamsters Local 802 Annuity Fund reported $140M in total assets and 476 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #3,079 in Transportation & Warehousing (3,362 peers)

Where Teamsters Local 802 Annuity Fund sits by assets

Teamsters Local 802 Annuity Fund sits in the top 10% of all filed plans by assets, $140M for 476 participants (~$294,507/participant), up 0.2% in 2023.

#3,079
in Transportation & Warehousing (3,362 peers)
+0.2%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Teamsters Local 802 Annuity Fund's outsized position by total assets

Teamsters Local 802 Annuity Fund vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$140,185,134 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Teamsters Local 802 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. Teamsters Local 802 Annuity Fund sits mid-pack in the medium band (476 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Teamsters Local 802 Annuity Fund reported net income rose from -$35M in the plan year 2022 filing to $349K in the plan year 2023 filing.
  • Teamsters Local 802 Annuity Fund reported participants rose from 470 in the plan year 2022 filing to 476 in the plan year 2023 filing.
  • Teamsters Local 802 Annuity Fund end-of-year assets rose from $140M in the plan year 2022 filing to $140M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 270970217 · Board of Trustees Teamsters Local 802 Annuity Fund PY 2023 · Money Purchase

Teamsters Local 802 Annuity Fund · $140M · 476 · 93rd

  • EOY $140M
  • EOY 476
  • EOY 93rd
  • EOY Money Purchase
  • EOY near U a Local 322 Annuity Fund
  • EOY ind #3079

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 New York →

Teamsters Local 802 Annuity Fund in the asset neighbourhood

Dentons Cohen & Grigsby P.C. Pension PlanDentons Cohen & Grigsby P.C.…$143MLocal Union 598 Supplemental Pension PlanLocal Union 598 Supplemental…$143MTeamsters Local 802 Annuity FundTeamsters Local 802 Annuity …$140MU a Local 322 Annuity Fund$140MI.B.E.W. Local Union # 654 Defined Contribution PlanI.B.E.W. Local Union # 654 D…$139M
End-of-year total assets ($M) among Teamsters Local 802 Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$140M
Net Assets (End of Year)$140M
Net Income$349K
Employer EIN270970217
Plan Effective Date2009-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Teamsters Local 802 Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees Teamsters Local 802 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$143M 1.9895328829844918% vs 2022
2024 filing year
$139M$140M$141M$142M$143M 202220232024 $140M $143M ▲ +2.0%
Year Plans Participants Total Assets
2022 1 470 $140M
2023 1 476 $140M
2024 1 474 $143M

Nearby Money Purchase Plans in New York

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Teamsters Local 802 Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Teamsters Local 802 Annuity Fund, Total assets ($B): 0.140185134 · Participants: 476Teamsters Local 802 Annuity FundTiaa Retirement Plan, Total assets ($B): 5.254874957 · Participants: 12501Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.73565 · Participants: 43490Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.981784839 · Participants: 15163McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.410735256 · Participants: 2473Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.151869619 · Participants: 4998Iron Workers Locals 40, 361 & 417 Annuity Fund
Teamsters Local 802 Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Teamsters Local 802 Annuity Fund side-by-side with 3 peers →

Teamsters Local 802 Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is U a Local 322 Annuity Fund in NJ ($140M); by covered participants it is Lifelink Foundation, Inc. Retirement Plan in FL (476 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($140M here).

Similar participant headcount

Nearest other-state filings by covered participants (476 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Teamsters Local 802 Annuity Fund assets move in 2023? ▼
Teamsters Local 802 Annuity Fund held essentially flat - up 0.2% during 2023, from $140M to $140M. Reported net income was $349K.
How have Board of Trustees Teamsters Local 802 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Teamsters Local 802 Annuity Fund's sponsor-wide assets grew 2.0%, from $140M to $143M.
Where does Teamsters Local 802 Annuity Fund rank by assets among Form 5500 filers? ▼
Teamsters Local 802 Annuity Fund ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Teamsters Local 802 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by assets is U a Local 322 Annuity Fund in NJ ($140M, 2,032 participants).
Which Money Purchase plans cover a similar participant headcount to Teamsters Local 802 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Lifelink Foundation, Inc. Retirement Plan in FL (476 participants, $95M in assets).

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 270970217.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.