Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees of Teamsters Pension Trust Fund of Philadelphia Pension Plan
Data updated 2026-08-25
- $2.4B
- Total assets Very large vs avg
- 10,032
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $240,834
- Avg per participant Above avg balance/head
Official DOL plan name: Teamsters Pension Trust Fund of Philadelphia & Vicinity · Sponsored by Board of Trustees of Teamsters Pension Trust Fund of Philadelphia · New Jersey · Transportation & Warehousing
$2.4B in assets, 10,032 participants
Board of Trustees of Teamsters Pension Trust Fund of Philadelphia's Teamsters Pension Trust Fund of Philadelphia & Vicinity reported $2.4B in total assets and 10,032 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #3,327 in Transportation & Warehousing (3,362 peers)
Coverage in New Jersey
Teamsters Pension Trust Fund of Philadelphia & Vicinity covers 10,032 participants in New Jersey, 12x the typical New Jersey plan (state average ~844 per filing). Assets: $2.4B.
- #3,327
- in Transportation & Warehousing (3,362 peers)
- +10.3%
- assets growth YoY
- 24×
- vs typical plan assets (national mean)
Teamsters Pension Trust Fund of Philadelphia & Vicinity's outsized position by total assets
Teamsters Pension Trust Fund of Philadelphia & Vicinity vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,416,047,230 Top 1% higher than 99% 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 Pension Trust Fund of Philadelphia & Vicinity's mega-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 Pension Trust Fund of Philadelphia & Vicinity is a mega filing (10,032 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Teamsters Pension Trust Fund of Philadelphia & Vicinity reported net income rose from -$370M in the plan year 2022 filing to $219M in the plan year 2023 filing.
- Teamsters Pension Trust Fund of Philadelphia & Vicinity end-of-year assets rose from $2.2B in the plan year 2022 filing to $2.4B in the plan year 2023 filing.
- Teamsters Pension Trust Fund of Philadelphia & Vicinity reported participants fell from 10,363 in the plan year 2022 filing to 10,032 in the plan year 2023 filing.
DOL schedule card
Filing strip 231511735 · Board of Trustees of Teamsters Pension Trust Fund of Philadelphia PY 2023 · Defined Benefit (Pension)
Teamsters Pension Trust Fund of Philadelphia & Vicinity · $2.4B · 10,032 · 99th
- EOY $2.4B
- 5500 10,032
- ASSETS 99th
- PCT Defined Benefit (Pension)
- EIN near Bayer Corporation Pension Plan
- RANK ind #3327
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 Jersey →
Teamsters Pension Trust Fund of Philadelphia & Vicinity in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $2.2B |
|---|---|
| Net Assets (End of Year) | $2.2B |
| Net Income | $219M |
| Employer EIN | 231511735 |
| Plan Effective Date | 1957-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Teamsters Pension Trust Fund of Philadelphia)
Sponsor-wide plan assets over time
All Board of Trustees of Teamsters Pension Trust Fund of Philadelphia plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.7B 22.018347191398917% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10,363 | $2.2B |
| 2023 | 1 | 10,032 | $2.4B |
| 2024 | 1 | 8,608 | $2.7B |
Nearby Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Retirement Plan of Johnson and Johnson $21.2B · 37,749
- JPMorgan Chase Retirement Plan $16.3B · 90,644
- Nokia Retirement Income Plan $13.9B · 7,492
- The Prudential Merged Retirement Plan $12.2B · 16,230
- Verizon Pension Plan for Associates $10.9B · 23,778
Scale composition for Teamsters Pension Trust Fund of Philadelphia & Vicinity
Teamsters Pension Trust Fund of Philadelphia & Vicinity reports $2.4B in end-of-year assets across 10,032 participants (0.020% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $240,834 per participant (1.7x the national average assets-per-participant) . Net income for plan year 2023 was $219M.
This plan identity (EIN 231511735, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.2B to $2.7B (+22.0%) while covered participants moved from 10,363 to 8,608 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,363 | $2.2B | Open filing |
| 2023 | 10,032 | $2.4B | This page |
| 2024 · index core | 8,608 | $2.7B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Teamsters Pension Trust Fund of Philadelphia & Vic (Defined Benefit (Pension), $2.7B, 8,608 participants)
Teamsters Pension Trust Fund of Philadelphia & Vicinity's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Bayer Corporation Pension Plan in MO ($2.4B); by covered participants it is Minnesota Laborers Pension Fund in MN (10,029 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.4B here).
- Bayer Corporation Pension Plan (MO) $2.4B · 1,429
- Saint-Gobain Retirement Income Plan (PA) $2.4B · 11,921
- Electrical Contractors Assoc. of the City of Chgo Local Union 134, IBEW Joint Pension Trust of Chgo Pension Plan #2 (IL) $2.4B · 7,000
- Monsanto Company Pension Plan (MO) $2.4B · 4,457
Similar participant headcount
Nearest other-state filings by covered participants (10,032 participants); asset peers above are excluded.
- Minnesota Laborers Pension Fund (MN) 10,029 · 3 off
- Ohio Operating Engineers Pension Plan (OH) 10,029 · 3 off
- California Ironworkers Field Pension Trust (CA) 10,048 · 16 off
- Retirement&security Program for Employees of Ntca and Its Members (VA) 10,052 · 20 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.