Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees of Nys Teamsters Conference Pension Plan

Data updated 2026-08-25

$2.8B
Total assets Very large vs avg
10,056
Participants Very large workforce
100th
Percentile by assets National rank
$283,292
Avg per participant High balance/head
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Official DOL plan name: New York State Teamsters Conference Pension & Retirement Fund · Sponsored by Trustees of Nys Teamsters Conference · New York · Transportation & Warehousing

$2.8B in assets, 10,056 participants

Trustees of Nys Teamsters Conference's New York State Teamsters Conference Pension & Retirement Fund reported $2.8B in total assets and 10,056 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.

  • #3,331 in Transportation & Warehousing (3,362 peers)

Coverage in New York

New York State Teamsters Conference Pension & Retirement Fund covers 10,056 participants in New York, 13x the typical New York plan (state average ~798 per filing). Assets: $2.8B.

#3,331
in Transportation & Warehousing (3,362 peers)
-7.5%
assets change YoY
29×
vs typical plan assets (national mean)

New York State Teamsters Conference Pension & Retirement Fund's outsized position by total assets

New York State Teamsters Conference Pension & Retirement Fund vs every filed plan by assets

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

$2,848,785,655 Highest reported value at or above every one 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

New York State Teamsters Conference Pension & Retirement Fund's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New York State Teamsters Conference Pension & Retirement Fund is a mega filing (10,056 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • New York State Teamsters Conference Pension & Retirement Fund reported net income fell from $862M in the plan year 2022 filing to $51M in the plan year 2023 filing.
  • New York State Teamsters Conference Pension & Retirement Fund end-of-year assets fell from $3.1B in the plan year 2022 filing to $2.8B in the plan year 2023 filing.
  • New York State Teamsters Conference Pension & Retirement Fund reported participants rose from 9,974 in the plan year 2022 filing to 10,056 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 166063585 · Trustees of Nys Teamsters Conference PY 2023 · Defined Benefit (Pension)

New York State Teamsters Conference Pension & Retirement Fund · $2.8B · 10,056 · 100th

  • IND $2.8B
  • IND 10,056
  • IND 100th
  • IND Defined Benefit (Pension)
  • IND near Upmc Basic Retirement Plan
  • IND ind #3331

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 New York →

New York State Teamsters Conference Pension & Retirement Fund in the asset neighbourhood

Verizon Management Pension PlanVerizon Management Pension P…$2.9BThe Retirement Benefit Plan of American Airlines, Inc. for Agent, Management, Specialist, Support Personnel and OfficersThe Retirement Benefit Plan …$2.9BNew York State Teamsters Conference Pension & Retirement FundNew York State Teamsters Con…$2.8BUpmc Basic Retirement Plan$2.8BBjc Pension Plan$2.8B
End-of-year total assets ($B) among New York State Teamsters Conference Pension & Retirement Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$3.1B
Net Assets (End of Year)$2.8B
Net Income$51M
Employer EIN166063585
Plan Effective Date1954-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Nys Teamsters Conference)

Sponsor-wide plan assets over time

All Trustees of Nys Teamsters Conference plans reported in each filing year

Latest sponsor-wide plan assets
$2.8B 8.192641747301424% vs 2022
2024 filing year
$2.8B$2.9B$3B$3.1B$3.2B 202220232024 $3.08B $2.83B ▼ -8.1%
Year Plans Participants Total Assets
2022 1 9,974 $3.1B
2023 1 10,056 $2.8B
2024 1 9,522 $2.8B

Nearby Defined Benefit (Pension) Plans in New York

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

New York State Teamsters Conference Pension & Retirement Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 051015202530 Total assets ($B) Participants New York State Teamsters Conference Pension & Retirement Fund, Total assets ($B): 2.848785655 · Participants: 10056New York State Teamsters Conference Pension & Retirement FundIBM 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
New York State Teamsters Conference Pension & Retirement Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare New York State Teamsters Conference Pension & Retirement Fund side-by-side with 3 peers →

Scale composition for New York State Teamsters Conference Pension & Retirement Fund

New York State Teamsters Conference Pension & Retirement Fund reports $2.8B in end-of-year assets across 10,056 participants (0.023% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $283,292 per participant (2.0x the national average assets-per-participant) . Net income for plan year 2023 was $51M.

This plan identity (EIN 166063585, plan #074) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.1B to $2.8B (-8.2%) while covered participants moved from 9,974 to 9,522 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 9,974 $3.1B Open filing
2023 10,056 $2.8B This page
2024 · index core 9,522 $2.8B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

New York State Teamsters Conference Pension & Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Upmc Basic Retirement Plan in PA ($2.8B); by covered participants it is Retirement&security Program for Employees of Ntca and Its Members in VA (10,052 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10,056 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 New York State Teamsters Conference Pension & Retirement Fund assets move in 2023? ▼
New York State Teamsters Conference Pension & Retirement Fund pulled back noticeably - down 7.5% during 2023, from $3.1B to $2.8B. Reported net income was $51M.
How have Trustees of Nys Teamsters Conference plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Nys Teamsters Conference's sponsor-wide assets declined 8.2%, from $3.1B to $2.8B.
Where does New York State Teamsters Conference Pension & Retirement Fund rank by assets among Form 5500 filers? ▼
New York State Teamsters Conference Pension & Retirement Fund ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to New York State Teamsters Conference Pension & Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Upmc Basic Retirement Plan in PA ($2.8B, 70,746 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to New York State Teamsters Conference Pension & Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement&security Program for Employees of Ntca and Its Members in VA (10,052 participants, $2.3B 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 166063585.

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.