Other · DOL Form 5500 · 2023
Board of Trustees Arizona Laborers & Teamsters Annuity Plan Retirement Plan
Data updated 2026-08-25
- $49M
- Total assets Below avg plan size
- 2,648
- Participants Above avg headcount
- 85th
- Percentile by assets National rank
- $18,637
- Avg per participant Low balance/head
Official DOL plan name: Arizona Laborers & Teamsters Annuity Plan · Sponsored by Board of Trustees Arizona Laborers & Teamsters Annuity Plan · Arizona · Construction
$49M in assets, 2,648 participants
Board of Trustees Arizona Laborers & Teamsters Annuity Plan's Arizona Laborers & Teamsters Annuity Plan reported $49M in total assets and 2,648 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- #7,521 in Construction (9,030 peers)
Coverage in Arizona
Arizona Laborers & Teamsters Annuity Plan covers 2,648 participants in Arizona, 4.7x the typical Arizona plan (state average ~564 per filing). Assets: $49M.
- #7,521
- in Construction (9,030 peers)
- -0.4%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $206K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Arizona Laborers & Teamsters Annuity Plan's outsized position by total assets
Arizona Laborers & Teamsters Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$49,349,747 Top 15% higher than 85% 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
Arizona Laborers & Teamsters Annuity Plan'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. Arizona Laborers & Teamsters Annuity Plan lands in the large band (2,648 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Arizona Laborers & Teamsters Annuity Plan reported net income rose from -$13M in the plan year 2022 filing to -$206K in the plan year 2023 filing.
- Arizona Laborers & Teamsters Annuity Plan reported participants fell from 2,735 in the plan year 2022 filing to 2,648 in the plan year 2023 filing.
- Arizona Laborers & Teamsters Annuity Plan end-of-year assets fell from $50M in the plan year 2022 filing to $49M in the plan year 2023 filing.
DOL schedule card
Filing strip 866084210 · Board of Trustees Arizona Laborers & Teamsters Annuity Plan PY 2023 · Other
Arizona Laborers & Teamsters Annuity Plan · $49M · 2,648 · 85th
- RANK $49M
- PHOTO 2,648
- IND 85th
- EOY Other
- 5500 near Catlin Gabel School Retirement Plan
- ASSETS ind #7521
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 Construction retirement plans → · Plans in Arizona →
Arizona Laborers & Teamsters Annuity Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $49M |
| Net Income | -$206K |
| Employer EIN | 866084210 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Arizona Laborers & Teamsters Annuity Plan)
Sponsor-wide plan assets over time
All Board of Trustees Arizona Laborers & Teamsters Annuity Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $91M 8.656427162143766% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,735 | $100M |
| 2023 | 2 | 2,648 | $97M |
| 2024 | 2 | 2,693 | $91M |
Nearby Other Plans in Arizona
Peer Other plans, same state, same plan type, ranked by total assets.
- Honor Health 403(b) Retirement Security Plan $1.0B · 13,597
- Operating Engineers Local 428 Annuity Trust Fund $291M · 7,670
- Banner Health Employees 403(b) Plan $164M · 11,018
- El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan $150M · 1,887
- Kingman Regional Medical Center Employee Retirement Plan $107M · 1,914
Arizona Laborers & Teamsters Annuity Plan's out-of-state Other peers by assets and headcount
Outside Arizona, the nearest Other by assets is Catlin Gabel School Retirement Plan in OR ($49M); by covered participants it is Heritage Valley Health System 403(b) Plan in PA (2,647 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($49M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,648 participants); asset peers above are excluded.
- Heritage Valley Health System 403(b) Plan (PA) 2,647 · 1 off
- Claro Puerto Rico Employees Savings Plan (PR) 2,650 · 2 off
- Maryland Electrical Industry Severance & Annuity F (WV) 2,645 · 3 off
- Ellis Hospital Employees Defined Contribution Retirement Plan (NY) 2,641 · 7 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.