Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of United Teamster Pension Fund a Pension Plan

Data updated 2026-08-25

$305M
Total assets Above avg plan size
2,041
Participants Near avg headcount
96th
Percentile by assets National rank
$149,375
Avg per participant Above avg balance/head
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Official DOL plan name: United Teamster Pension Fund a · Sponsored by Board of Trustees of United Teamster Pension Fund a · New York · Retail Trade

$305M in assets, 2,041 participants

Board of Trustees of United Teamster Pension Fund a's United Teamster Pension Fund a reported $305M in total assets and 2,041 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,220 in Retail Trade (8,414 peers)

Coverage in New York

United Teamster Pension Fund a covers 2,041 participants in New York, 2.6x the typical New York plan (state average ~798 per filing). Assets: $305M.

#8,220
in Retail Trade (8,414 peers)
+15.4%
assets growth YoY
3.1×
vs typical plan assets (national mean)

United Teamster Pension Fund a's outsized position by total assets

United Teamster Pension Fund a vs every filed plan by assets

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

$304,874,700 Top 4% higher than 96% 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

United Teamster Pension Fund a's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Teamster Pension Fund a lands in the large band (2,041 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United Teamster Pension Fund a reported net income rose from -$48M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • United Teamster Pension Fund a end-of-year assets rose from $264M in the plan year 2022 filing to $305M in the plan year 2023 filing.
  • United Teamster Pension Fund a reported participants rose from 2,007 in the plan year 2022 filing to 2,041 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 135660513 · Board of Trustees of United Teamster Pension Fund a PY 2023 · Defined Benefit (Pension)

United Teamster Pension Fund a · $305M · 2,041 · 96th

  • PHOTO $305M
  • PHOTO 2,041
  • PHOTO 96th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Quad/Graphics Printing Pension Plan
  • PHOTO ind #8220

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 Retail Trade retirement plans → · Plans in New York →

United Teamster Pension Fund a in the asset neighbourhood

Nissan Employee Retirement Plan BNissan Employee Retirement P…$306MKamehameha Schools Retirement PlanKamehameha Schools Retiremen…$305MThe Purdue Pharma L. P. Pension PlanThe Purdue Pharma L. P. Pens…$305MQuad/Graphics Printing Pension PlanQuad/Graphics Printing Pensi…$305MUnited Teamster Pension Fund aUnited Teamster Pension Fund…$305M
End-of-year total assets ($M) among United Teamster Pension Fund a and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$264M
Net Assets (End of Year)$305M
Net Income$41M
Employer EIN135660513
Plan Effective Date1957-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Board of Trustees of United Teamster Pension Fund a plans reported in each filing year

Latest sponsor-wide plan assets
$343M 29.710798864439575% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $264M $343M ▲ +29.7%
Year Plans Participants Total Assets
2022 1 2,007 $264M
2023 1 2,041 $305M
2024 1 2,008 $343M

Nearby Defined Benefit (Pension) Plans in New York

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

United Teamster Pension Fund a vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants United Teamster Pension Fund a, Total assets ($B): 0.3048747 · Participants: 2041United Teamster Pension Fund aIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
United Teamster Pension Fund a vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare United Teamster Pension Fund a side-by-side with 3 peers →

United Teamster Pension Fund a's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Quad/Graphics Printing Pension Plan in CT ($305M); by covered participants it is Roofers Pension Fund in IL (2,046 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($305M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,041 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 United Teamster Pension Fund a assets move in 2023? ▼
United Teamster Pension Fund a grew sharply - up 15.4% during 2023, from $264M to $305M. Reported net income was $41M.
How have Board of Trustees of United Teamster Pension Fund a plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of United Teamster Pension Fund a's sponsor-wide assets grew 29.7%, from $264M to $343M.
Where does United Teamster Pension Fund a rank by assets among Form 5500 filers? ▼
United Teamster Pension Fund a ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to United Teamster Pension Fund a? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Quad/Graphics Printing Pension Plan in CT ($305M, 488 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to United Teamster Pension Fund a? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Roofers Pension Fund in IL (2,046 participants, $501M 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 135660513.

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.