Defined Benefit (Pension) · DOL Form 5500 · 2023

Teamsters Local 237 Welfare Fund Pension Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
96
Participants Small participant base
84th
Percentile by assets National rank
$455,106
Avg per participant High balance/head
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Official DOL plan name: Teamsters Local 237 Welfare Fund Pension Plan · Sponsored by Teamsters Local 237 Welfare Fund · New York · Other Services

$44M in assets, 96 participants

Teamsters Local 237 Welfare Fund's Teamsters Local 237 Welfare Fund Pension Plan reported $44M in total assets and 96 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #7,279 in Other Services (7,857 peers)

Where Teamsters Local 237 Welfare Fund Pension Plan sits by assets

Teamsters Local 237 Welfare Fund Pension Plan sits in the top quartile of all filed plans by assets, $44M for 96 participants (~$455,106/participant), up 18.3% in 2023.

#7,279
in Other Services (7,857 peers)
+18.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Teamsters Local 237 Welfare Fund Pension Plan's outsized position by total assets

Teamsters Local 237 Welfare Fund Pension Plan vs every filed plan by assets

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

$43,690,149 Top 16% higher than 84% 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 237 Welfare Fund Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Teamsters Local 237 Welfare Fund Pension Plan is a small filing (96 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Teamsters Local 237 Welfare Fund Pension Plan reported net income rose from -$9M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Teamsters Local 237 Welfare Fund Pension Plan end-of-year assets rose from $37M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Teamsters Local 237 Welfare Fund Pension Plan reported participants rose from 93 in the plan year 2022 filing to 96 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 132575626 · Teamsters Local 237 Welfare Fund PY 2023 · Defined Benefit (Pension)

Teamsters Local 237 Welfare Fund Pension Plan · $44M · 96 · 84th

  • PCT $44M
  • PCT 96
  • PCT 84th
  • PCT Defined Benefit (Pension)
  • PCT near Xl America, Inc. Retirement Plan
  • PCT ind #7279

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 Other Services retirement plans → · Plans in New York →

Teamsters Local 237 Welfare Fund Pension Plan in the asset neighbourhood

Morgan, Lewis & Bockius LLP Employees Pension PlanMorgan, Lewis & Bockius LLP …$44MPlumbers Local Union No. 519 Pension FundPlumbers Local Union No. 519…$44MXl America, Inc. Retirement PlanXl America, Inc. Retirement …$44MTeamsters Local 237 Welfare Fund Pension PlanTeamsters Local 237 Welfare …$44MSonoco Pension Plan$44M
End-of-year total assets ($M) among Teamsters Local 237 Welfare Fund Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$44M
Net Income$7M
Employer EIN132575626
Plan Effective Date1976-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Teamsters Local 237 Welfare Fund)

Sponsor-wide plan assets over time

All Teamsters Local 237 Welfare Fund plans reported in each filing year

Latest sponsor-wide plan assets
$53M 43.634270430113745% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $36.9M $53.1M ▲ +43.6%
Year Plans Participants Total Assets
2022 1 93 $37M
2023 1 96 $44M
2024 1 100 $53M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Teamsters Local 237 Welfare Fund Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Teamsters Local 237 Welfare Fund Pension Plan, Total assets ($B): 0.043690149 · Participants: 96Teamsters Local 237 Welfare Fund Pension PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Teamsters Local 237 Welfare Fund Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Teamsters Local 237 Welfare Fund Pension Plan side-by-side with 3 peers →

Teamsters Local 237 Welfare Fund Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Xl America, Inc. Retirement Plan in CT ($44M); by covered participants it is Keweenaw Bay Indian Community Defined Benefit Plan in MI (96 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($44M here).

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 237 Welfare Fund Pension Plan assets move in 2023? ▼
Teamsters Local 237 Welfare Fund Pension Plan grew sharply - up 18.3% during 2023, from $37M to $44M. Reported net income was $7M.
How have Teamsters Local 237 Welfare Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Teamsters Local 237 Welfare Fund's sponsor-wide assets grew 43.6%, from $37M to $53M.
Where does Teamsters Local 237 Welfare Fund Pension Plan rank by assets among Form 5500 filers? ▼
Teamsters Local 237 Welfare Fund Pension Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Teamsters Local 237 Welfare Fund Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Xl America, Inc. Retirement Plan in CT ($44M, 57 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Teamsters Local 237 Welfare Fund Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Keweenaw Bay Indian Community Defined Benefit Plan in MI (96 participants, N/A 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 132575626.

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.