Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees, Teamsters Union Local No. 52 Pension Fund Pension Plan
Data updated 2026-08-25
- $107M
- Total assets Near avg plan size
- 109
- Participants Small participant base
- 92nd
- Percentile by assets National rank
- $985,646
- Avg per participant High balance/head
Official DOL plan name: Teamsters Union Local No. 52 Pension Fund · Sponsored by Board of Trustees, Teamsters Union Local No. 52 Pension Fund · Ohio · Manufacturing
$107M in assets, 109 participants
Board of Trustees, Teamsters Union Local No. 52 Pension Fund's Teamsters Union Local No. 52 Pension Fund reported $107M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #16,392 in Manufacturing (18,722 peers)
Coverage in Ohio
Teamsters Union Local No. 52 Pension Fund covers 109 participants in Ohio, about 14% of the average Ohio filer (state average ~765 per filing). Assets: $107M.
- #16,392
- in Manufacturing (18,722 peers)
- +18.4%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Teamsters Union Local No. 52 Pension Fund's outsized position by total assets
Teamsters Union Local No. 52 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$107,435,412 Top 8% higher than 92% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Teamsters Union Local No. 52 Pension Fund 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. Teamsters Union Local No. 52 Pension Fund sits mid-pack in the medium band (109 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Teamsters Union Local No. 52 Pension Fund reported net income fell from $77M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Teamsters Union Local No. 52 Pension Fund end-of-year assets rose from $91M in the plan year 2022 filing to $107M in the plan year 2023 filing.
DOL schedule card
Filing strip 516098763 · Board of Trustees, Teamsters Union Local No. 52 Pension Fund PY 2023 · Defined Benefit (Pension)
Teamsters Union Local No. 52 Pension Fund · $107M · 109 · 92nd
- RANK $107M
- RANK 109
- RANK 92nd
- RANK Defined Benefit (Pension)
- RANK near Stepan Company Retirement Plan for Salaried Employees
- RANK ind #16392
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 Ohio →
Teamsters Union Local No. 52 Pension Fund in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $91M |
|---|---|
| Net Assets (End of Year) | $107M |
| Net Income | $17M |
| Employer EIN | 516098763 |
| Plan Effective Date | 1956-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Teamsters Union Local No. 52 Pension Fund)
Sponsor-wide plan assets over time
All Board of Trustees, Teamsters Union Local No. 52 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $107M 18.377211827878178% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 110 | $91M |
| 2023 | 1 | 109 | $107M |
Nearby Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Firstenergy Corp. Master Pension Plan $7.1B · 12,304
- Nationwide Retirement Plan $5.3B · 22,311
- American Electric Power System Retirement Plan $4.5B · 15,595
- Parker Defined Benefit Plan $3.7B · 191
- Ohio Operating Engineers Pension Plan $3.6B · 10,029
Teamsters Union Local No. 52 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is Stepan Company Retirement Plan for Salaried Employees in IL ($107M); by covered participants it is Farmers Mutual Hail Insurance Company of Iowa Retirement Plan in IA (109 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($107M here).
- Stepan Company Retirement Plan for Salaried Employees (IL) $107M · 208
- Ohio Bricklayers Pension Plan (MI) $107M · 618
- Franklin Electric Co., Inc. Pension Plan (IN) $107M · 220
- Exeter Health Resources, Inc. Account Balance Pension Plan (NH) $107M · 1,306
Similar participant headcount
Nearest other-state filings by covered participants (109 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.