Other
2023 plan-year Other DOL Form 5500

United Teamster Pension Fund a

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

Sponsored by Board of Trustees of United Teamster Pension Fund a · New York · Retail Trade

What the 2023 filing shows

United Teamster Pension Fund a holds $305M for 2,041 participants — about $149,375 per participant, up 15.4% over the 2023 plan year.

$305M
total plan assets (2023 EOY)
2,041
covered participants
$149,375
avg assets per participant
+15.4%
assets growth YoY
Total Assets (2023)
$305M
Participants
2,041
State
Industry
Retail Trade

What the Filing Says About United Teamster Pension Fund a

United Teamster Pension Fund a is a Other retirement plan sponsored by Board of Trustees of United Teamster Pension Fund a, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $305M in total end-of-year assets and covers 2,041 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 135660513, and the plan has been effective since 1957-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $264M at the beginning of 2023 to $305M at year-end — a gain of 15.4%. Net assets (after liabilities) closed the year at $305M, with reported net income of $41M 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)$264M
Total Assets (End of Year)$305M
Net Assets (End of Year)$305M
Net Income$41M
Plan TypeOther
Employer EIN135660513
Plan Effective Date1957-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of United Teamster Pension Fund a)

Year Plans Participants Total Assets
2022 1 2,007 $264M
2023 1 2,041 $305M
2024 1 2,008 $343M

Nearby Other Plans in New York

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the United Teamster Pension Fund a?
As of the 2023 Form 5500 filing, United Teamster Pension Fund a holds $305M in total assets with 2,041 participants. It is sponsored by Board of Trustees of United Teamster Pension Fund a.
What type of plan is United Teamster Pension Fund a?
United Teamster Pension Fund a is a Other plan. It has been effective since 1957-01-01. The plan is filed with the U.S. Department of Labor under EIN 135660513.
Who sponsors the United Teamster Pension Fund a?
United Teamster Pension Fund a is sponsored by Board of Trustees of United Teamster Pension Fund a, located in New York. The sponsor's EIN is 135660513 and the plan operates in the Retail Trade industry.
How did United Teamster Pension Fund a perform in 2023?
United Teamster Pension Fund a grew by 15.4% during 2023, moving from $264M to $305M in total assets. Net income was $41M.
Where can I find official filings for United Teamster Pension Fund a?
Official Form 5500 filings for United Teamster Pension Fund a are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 135660513 or plan name at efast.dol.gov.
How does United Teamster Pension Fund a compare to other plans?
You can compare United Teamster Pension Fund a against other Other 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 135660513.

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.