401(k) · DOL Form 5500 · 2023

City Employees Union-Local 237-Ibt AFL-CIO 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
91
Participants Small participant base
55th
Percentile by assets National rank
$93,887
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Teamsters Local 237 Savings and Investment Plan and Trust · Sponsored by City Employees Union-Local 237-Ibt AFL-CIO · New York · Other Services

$9M in assets, 91 participants

City Employees Union-Local 237-Ibt AFL-CIO's Teamsters Local 237 Savings and Investment Plan and Trust reported $9M in total assets and 91 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #5,821 in Other Services (7,857 peers)

City Employees Union-Local 237-Ibt AFL-CIO multi-year trail

City Employees Union-Local 237-Ibt AFL-CIO's plans moved +33.3% in assets from 2022 to 2024; this filing shows Teamsters Local 237 Savings and Investment Plan and Trust at $9M / 91 participants.

#5,821
in Other Services (7,857 peers)
+17.0%
assets growth YoY

Teamsters Local 237 Savings and Investment Plan and Trust's mid-pack asset rank among Other Services and all filers

Teamsters Local 237 Savings and Investment Plan and Trust vs every filed plan by assets

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

$8,543,685 Top 45% higher than 55% 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 Savings and Investment Plan and Trust 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 Savings and Investment Plan and Trust is a small filing (91 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Teamsters Local 237 Savings and Investment Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Teamsters Local 237 Savings and Investment Plan and Trust end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 135616651 · City Employees Union-Local 237-Ibt AFL-CIO PY 2023 · 401(k)

Teamsters Local 237 Savings and Investment Plan and Trust · $9M · 91 · 55th

  • BOOK $9M
  • BOOK 91
  • BOOK 55th
  • BOOK 401(k)
  • BOOK near Bellwether Asset Management 401(k) Plan
  • BOOK ind #5821

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 Savings and Investment Plan and Trust in the asset neighbourhood

Teamsters Local 237 Savings and Investment Plan and TrustTeamsters Local 237 Savings …$9MBellwether Asset Management 401(k) PlanBellwether Asset Management …$9MPerona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing PlanPerona, Langer, Beck, Serbin…$9MAssociated Occupational Therapists, Inc. 401(k) PlanAssociated Occupational Ther…$9MSchreiber Corporation 401(k) PlanSchreiber Corporation 401(k)…$9M
End-of-year total assets ($M) among Teamsters Local 237 Savings and Investment Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

City Employees Union-Local 237-Ibt AFL-CIO multi-year asset trail

Sponsor-wide plan assets over time

All City Employees Union-Local 237-Ibt AFL-CIO plans reported in each filing year

Latest sponsor-wide plan assets
$10M 33.30823879757608% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $7.3M $9.74M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 91 $7M
2023 1 91 $9M
2024 1 95 $10M

City Employees Union-Local 237-Ibt AFL-CIO filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN135616651
Plan Effective Date1997-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Teamsters Local 237 Savings and Investment Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Teamsters Local 237 Savings and Investment Plan and Trust, Total assets ($B): 0.008543685 · Participants: 91Teamsters Local 237 Savings and Investment Plan and TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Teamsters Local 237 Savings and Investment Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Teamsters Local 237 Savings and Investment Plan and Trust side-by-side with 3 peers →

Teamsters Local 237 Savings and Investment Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Bellwether Asset Management 401(k) Plan in CA ($9M); by covered participants it is Techaspect 401(k) Plan in CA (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 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 237 Savings and Investment Plan and Trust assets move in 2023? ▼
Teamsters Local 237 Savings and Investment Plan and Trust grew sharply - up 17.0% during 2023, from $7M to $9M. Reported net income was $1M.
How have City Employees Union-Local 237-Ibt AFL-CIO plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), City Employees Union-Local 237-Ibt AFL-CIO's sponsor-wide assets grew 33.3%, from $7M to $10M.
Which 401(k) plans are similar in size to Teamsters Local 237 Savings and Investment Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Bellwether Asset Management 401(k) Plan in CA ($9M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Teamsters Local 237 Savings and Investment Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Techaspect 401(k) Plan in CA (91 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 135616651.

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.