401(k)
2023 plan-year 401(k) DOL Form 5500

Western New York Teamsters 401(k) Plan

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

Sponsored by Teamsters Local No. 264 · New York · Manufacturing

What the 2023 filing shows

Western New York Teamsters 401(k) Plan holds $37M for 744 participants — about $50,027 per participant, up 4.5% over the 2023 plan year.

$37M
total plan assets (2023 EOY)
744
covered participants
$50,027
avg assets per participant
+4.5%
assets growth YoY
Total Assets (2023)
$37M
Participants
744
State
Industry
Manufacturing

What the Filing Says About Western New York Teamsters 401(k) Plan

Western New York Teamsters 401(k) Plan is a 401(k) retirement plan sponsored by Teamsters Local No. 264, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $37M in total end-of-year assets and covers 744 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 161334019, and the plan has been effective since 1988-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $36M at the beginning of 2023 to $37M at year-end — a gain of 4.5%. Net assets (after liabilities) closed the year at $37M, with reported net income of $2M 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)$36M
Total Assets (End of Year)$37M
Net Assets (End of Year)$37M
Net Income$2M
Plan Type401(k)
Employer EIN161334019
Plan Effective Date1988-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Teamsters Local No. 264)

Year Plans Participants Total Assets
2022 1 669 $36M
2023 1 744 $37M
2024 1 780 $40M

Nearby 401(k) Plans in New York

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

Frequently Asked Questions

How much money is in the Western New York Teamsters 401(k) Plan?
As of the 2023 Form 5500 filing, Western New York Teamsters 401(k) Plan holds $37M in total assets with 744 participants. It is sponsored by Teamsters Local No. 264.
What type of plan is Western New York Teamsters 401(k) Plan?
Western New York Teamsters 401(k) Plan is a 401(k) plan. It has been effective since 1988-11-01. The plan is filed with the U.S. Department of Labor under EIN 161334019.
Who sponsors the Western New York Teamsters 401(k) Plan?
Western New York Teamsters 401(k) Plan is sponsored by Teamsters Local No. 264, located in New York. The sponsor's EIN is 161334019 and the plan operates in the Manufacturing industry.
How did Western New York Teamsters 401(k) Plan perform in 2023?
Western New York Teamsters 401(k) Plan grew by 4.5% during 2023, moving from $36M to $37M in total assets. Net income was $2M.
Where can I find official filings for Western New York Teamsters 401(k) Plan?
Official Form 5500 filings for Western New York Teamsters 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 161334019 or plan name at efast.dol.gov.
How does Western New York Teamsters 401(k) Plan compare to other plans?
You can compare Western New York Teamsters 401(k) Plan against other 401(k) plans on the plan type page, or view plans in New York 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 161334019.

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