Other
2023 plan-year Other DOL Form 5500

NEW YORK STATE TEAMSTERS CONFERENCE PENSION & RETIREMENT FUND

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

TRUSTEES OF NYS TEAMSTERS CONFERENCE

This Other plan holds $2.8B in total assets and serves 10,056 participants as of 2023. It is sponsored by TRUSTEES OF NYS TEAMSTERS CONFERENCE in New York. The plan reported positive net income of $51M for the year.

Total Assets (2023)
$2.8B
Participants
10,056
State
Industry
Transportation & Warehousing

What the Filing Says About NEW YORK STATE TEAMSTERS CONFERENCE PENSION & RETIREMENT FUND

NEW YORK STATE TEAMSTERS CONFERENCE PENSION & RETIREMENT FUND is a Other retirement plan sponsored by TRUSTEES OF NYS TEAMSTERS CONFERENCE, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $2.8B in total end-of-year assets and covers 10,056 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 166063585, and the plan has been effective since 1954-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3.1B at the beginning of 2023 to $2.8B at year-end — a decline of 7.5%. Net assets (after liabilities) closed the year at $2.8B, with reported net income of $51M 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)$3.1B
Total Assets (End of Year)$2.8B
Net Assets (End of Year)$2.8B
Net Income$51M
Plan TypeOther
Employer EIN166063585
Plan Effective Date1954-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TRUSTEES OF NYS TEAMSTERS CONFERENCE)

Year Plans Participants Total Assets
2022 1 9,974 $3.1B
2023 1 10,056 $2.8B
2024 1 9,522 $2.8B

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 NEW YORK STATE TEAMSTERS CONFERENCE PENSION & RETIREMENT FUND?
As of the 2023 Form 5500 filing, NEW YORK STATE TEAMSTERS CONFERENCE PENSION & RETIREMENT FUND holds $2.8B in total assets with 10,056 participants. It is sponsored by TRUSTEES OF NYS TEAMSTERS CONFERENCE.
What type of plan is NEW YORK STATE TEAMSTERS CONFERENCE PENSION & RETIREMENT FUND?
NEW YORK STATE TEAMSTERS CONFERENCE PENSION & RETIREMENT FUND is a Other plan. It has been effective since 1954-01-01. The plan is filed with the U.S. Department of Labor under EIN 166063585.
Who sponsors the NEW YORK STATE TEAMSTERS CONFERENCE PENSION & RETIREMENT FUND?
NEW YORK STATE TEAMSTERS CONFERENCE PENSION & RETIREMENT FUND is sponsored by TRUSTEES OF NYS TEAMSTERS CONFERENCE, located in New York. The sponsor's EIN is 166063585 and the plan operates in the Transportation & Warehousing industry.
How did NEW YORK STATE TEAMSTERS CONFERENCE PENSION & RETIREMENT FUND perform in 2023?
NEW YORK STATE TEAMSTERS CONFERENCE PENSION & RETIREMENT FUND declined by 7.5% during 2023, moving from $3.1B to $2.8B in total assets. Net income was $51M.
Where can I find official filings for NEW YORK STATE TEAMSTERS CONFERENCE PENSION & RETIREMENT FUND?
Official Form 5500 filings for NEW YORK STATE TEAMSTERS CONFERENCE PENSION & RETIREMENT FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 166063585 or plan name at efast.dol.gov.
How does NEW YORK STATE TEAMSTERS CONFERENCE PENSION & RETIREMENT FUND compare to other plans?
You can compare NEW YORK STATE TEAMSTERS CONFERENCE PENSION & RETIREMENT FUND 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.

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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.

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 official public datasets. See our methodology for details.