401(k) · DOL Form 5500 · 2023

New England Teamsters Local Union No. 25(Sip) 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: N/A
Participants Small participant base: 45th
Percentile by assets National rank

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Official DOL plan name: Local 25 New England Teamsters Savings and Investment Plan · Sponsored by New England Teamsters Local Union No. 25(Sip) · Massachusetts · Transportation & Warehousing

$5M in assets, N/A participants

New England Teamsters Local Union No. 25(Sip)'s Local 25 New England Teamsters Savings and Investment Plan reported $5M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

#1,507 in Transportation & Warehousing (3,362 peers)

What the 2023 filing shows

Local 25 New England Teamsters Savings and Investment Plan holds $5M for N/A participants, in the lower half of filed plans by assets.

#1,507
in Transportation & Warehousing (3,362 peers): +4.6%
assets growth YoY

Local 25 New England Teamsters Savings and Investment Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Local 25 New England Teamsters Savings and Investment Plan vs every filed plan by assets

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

$5,119,916 45th percentile higher than 45% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Local 25 New England Teamsters Savings and Investment Plan reported net income rose from -$1M in the plan year 2022 filing to $223K in the plan year 2023 filing.
Local 25 New England Teamsters Savings and Investment Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 043320357 · New England Teamsters Local Union No. 25(Sip) PY 2023 · 401(k)

Local 25 New England Teamsters Savings and Investment Plan · $5M · N/A · 45th

ASSETS $5M
ASSETS N/A
ASSETS 45th
ASSETS 401(k)
ASSETS near Oliver & Company, Inc. Profit Sharing and 401(k) Plan
ASSETS ind #1507

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 Transportation & Warehousing retirement plans → · Plans in Massachusetts →

End-of-year total assets ($M) among Local 25 New England Teamsters Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$5M
Net Income	$223K
Employer EIN	043320357
Plan Effective Date	1995-02-01
Filing Status	FILING RECEIVED

Sponsor Plan History (New England Teamsters Local Union No. 25(Sip))

Latest sponsor-wide plan assets: $5M 7.121195320673005% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$5M
2023	1	N/A	$5M
2024	1	N/A	$5M

Nearby 401(k) Plans in Massachusetts

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

Local 25 New England Teamsters Savings and Investment Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $28.6B · 62,289
Liberty Mutual 401(k) Plan $10.6B · 37,052
Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
Philips North America 401(k) Plan $5.8B · 19,120

Compare Local 25 New England Teamsters Savings and Investment Plan side-by-side with 3 peers →

Local 25 New England Teamsters Savings and Investment Plan's closest out-of-state 401(k) peers by assets

Outside Massachusetts, the nearest 401(k) by end-of-year assets is Oliver & Company, Inc. Profit Sharing and 401(k) Plan in CA at $5M (this filing: $5M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Oliver & Company, Inc. Profit Sharing and 401(k) Plan (CA) $5M · 22
Ccls, Inc. 401(k) Plan (WI) $5M · 217
Bvo Holdings 401(k) Plan (WI) $5M · 136
Bms Logistics, Inc. 401(k) Plan (MO) $5M · 291

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 Local 25 New England Teamsters Savings and Investment Plan assets move in 2023? ▼

Local 25 New England Teamsters Savings and Investment Plan edged up modestly - up 4.6% during 2023, from $5M to $5M. Reported net income was $223K.

How have New England Teamsters Local Union No. 25(Sip) plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), New England Teamsters Local Union No. 25(Sip)'s sponsor-wide assets grew 7.1%, from $5M to $5M.

Which 401(k) plans are similar in size to Local 25 New England Teamsters Savings and Investment Plan? ▼

Among 401(k) plans in other states, the closest by assets is Oliver & Company, Inc. Profit Sharing and 401(k) Plan in CA ($5M, 22 participants).

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 043320357.