401(k) · DOL Form 5500 · 2023

Teamsters Local No. 264 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
744
Participants Near avg headcount
82nd
Percentile by assets National rank
$50,027
Avg per participant Low balance/head
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Official DOL plan name: Western New York Teamsters 401(k) Plan · Sponsored by Teamsters Local No. 264 · New York · Manufacturing

$37M in assets, 744 participants

Teamsters Local No. 264's Western New York Teamsters 401(k) Plan reported $37M in total assets and 744 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #13,977 in Manufacturing (18,722 peers)

Where Western New York Teamsters 401(k) Plan sits by assets

Western New York Teamsters 401(k) Plan sits in the top quartile of all filed plans by assets, $37M for 744 participants (~$50,027/participant), up 4.5% in 2023.

#13,977
in Manufacturing (18,722 peers)
+4.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Western New York Teamsters 401(k) Plan's outsized position by total assets

Western New York Teamsters 401(k) Plan vs every filed plan by assets

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

$37,220,007 Top 18% higher than 82% 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

Western New York Teamsters 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western New York Teamsters 401(k) Plan sits mid-pack in the medium band (744 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Western New York Teamsters 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Western New York Teamsters 401(k) Plan reported participants rose from 669 in the plan year 2022 filing to 744 in the plan year 2023 filing.
  • Western New York Teamsters 401(k) Plan end-of-year assets rose from $36M in the plan year 2022 filing to $37M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 161334019 · Teamsters Local No. 264 PY 2023 · 401(k)

Western New York Teamsters 401(k) Plan · $37M · 744 · 82nd

  • PCT $37M
  • PCT 744
  • PCT 82nd
  • PCT 401(k)
  • PCT near Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan
  • PCT ind #13977

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 Manufacturing retirement plans → · Plans in New York →

Western New York Teamsters 401(k) Plan in the asset neighbourhood

Barcodes,LLC 401(k) Plan$37MWestern New York Teamsters 401(k) PlanWestern New York Teamsters 4…$37MOzarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing PlanOzarks Coca-Cola/Dr Pepper B…$37MIsland Operating Company, Inc. Profit Sharing 401(k) PlanIsland Operating Company, In…$37MSafford Automotive Group 401(k) PlanSafford Automotive Group 401…$37M
End-of-year total assets ($M) among Western New York Teamsters 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$37M
Net Income$2M
Employer EIN161334019
Plan Effective Date1988-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Teamsters Local No. 264)

Sponsor-wide plan assets over time

All Teamsters Local No. 264 plans reported in each filing year

Latest sponsor-wide plan assets
$40M 11.37627382319657% vs 2022
2024 filing year
$34M$36M$38M$40M$42M 202220232024 $35.6M $39.7M ▲ +11.4%
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.

Western New York Teamsters 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Western New York Teamsters 401(k) Plan, Total assets ($B): 0.037220007 · Participants: 744Western New York Teamsters 401(k) PlanIBM 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
Western New York Teamsters 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Western New York Teamsters 401(k) Plan side-by-side with 3 peers →

Western New York Teamsters 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan in MO ($37M); by covered participants it is O'brien Auto Group 401(k) Plan in WA (744 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (744 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 Western New York Teamsters 401(k) Plan assets move in 2023? ▼
Western New York Teamsters 401(k) Plan edged up modestly - up 4.5% during 2023, from $36M to $37M. Reported net income was $2M.
How have Teamsters Local No. 264 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Teamsters Local No. 264's sponsor-wide assets grew 11.4%, from $36M to $40M.
Where does Western New York Teamsters 401(k) Plan rank by assets among Form 5500 filers? ▼
Western New York Teamsters 401(k) Plan ranks in the 82nd 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 401(k) plans are similar in size to Western New York Teamsters 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing Plan in MO ($37M, 731 participants).
Which 401(k) plans cover a similar participant headcount to Western New York Teamsters 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is O'brien Auto Group 401(k) Plan in WA (744 participants, $51M 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 161334019.

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.