Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION

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

INTERNATIONAL BROTHERHOOD OF TEAMSTERS

This Defined Benefit (Pension) plan holds $132M in total assets and serves 278 participants as of 2023. It is sponsored by INTERNATIONAL BROTHERHOOD OF TEAMSTERS in District of Columbia. The plan reported a net loss of $12M for the year.

Total Assets (2023)
$132M
Participants
278
Industry
Transportation & Warehousing

What the Filing Says About INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION

INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION is a Defined Benefit (Pension) retirement plan sponsored by INTERNATIONAL BROTHERHOOD OF TEAMSTERS, headquartered in District of Columbia. As of the 2023 Form 5500 filing, the plan reports $132M in total end-of-year assets and covers 278 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 530215427, and the plan has been effective since 1950-06-08. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $144M at the beginning of 2023 to $132M at year-end — a decline of 8.6%. Net assets (after liabilities) closed the year at $132M, with reported net income of $-12,358,667 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)$144M
Total Assets (End of Year)$132M
Net Assets (End of Year)$132M
Net Income$-12,358,667
Plan TypeDefined Benefit (Pension)
Employer EIN530215427
Plan Effective Date1950-06-08
Filing StatusFILING RECEIVED

Sponsor Plan History (INTERNATIONAL BROTHERHOOD OF TEAMSTERS)

Year Plans Participants Total Assets
2022 1 409 $144M
2023 1 278 $132M
2024 1 314 $152M

Nearby Defined Benefit (Pension) Plans in District of Columbia

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

Frequently Asked Questions

How much money is in the INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION?
As of the 2023 Form 5500 filing, INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION holds $132M in total assets with 278 participants. It is sponsored by INTERNATIONAL BROTHERHOOD OF TEAMSTERS.
What type of plan is INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION?
INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION is a Defined Benefit (Pension) plan. It has been effective since 1950-06-08. The plan is filed with the U.S. Department of Labor under EIN 530215427.
Who sponsors the INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION?
INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION is sponsored by INTERNATIONAL BROTHERHOOD OF TEAMSTERS, located in District of Columbia. The sponsor's EIN is 530215427 and the plan operates in the Transportation & Warehousing industry.
How did INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION perform in 2023?
INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION declined by 8.6% during 2023, moving from $144M to $132M in total assets. Net income was $-12,358,667.
Where can I find official filings for INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION?
Official Form 5500 filings for INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 530215427 or plan name at efast.dol.gov.
How does INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION compare to other plans?
You can compare INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION against other Defined Benefit (Pension) plans on the plan type page, or view plans in District of Columbia 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 530215427.

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.