401(k) · DOL Form 5500 · 2023
Board of Trustees of the Teamsters- National 401(k) Savings Plan Trust 401(k) Plan
Data updated 2026-08-06
- $1.4B
- Total assets
- 155,329
- Participants
- 99th
- Percentile by assets
- $9,149
- Avg per participant
Official DOL plan name: Teamsters-National 401(k) Savings Plan · Sponsored by Board of Trustees of the Teamsters- National 401(k) Savings Plan Trust · Pennsylvania · Transportation & Warehousing
$1.4B in assets, 155,329 participants
Board of Trustees of the Teamsters- National 401(k) Savings Plan Trust's Teamsters-National 401(k) Savings Plan reported $1.4B in total assets and 155,329 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 126,618 plans)
- #3,286 in Transportation & Warehousing (3,344 peers)
Coverage in Pennsylvania
Teamsters-National 401(k) Savings Plan covers 155,329 participants in Pennsylvania, 188x the typical Pennsylvania plan (state average ~824 per filing). Assets: $1.4B.
- $1.4B
- total plan assets (2023 EOY)
- 155,329
- covered participants
- 99th
- percentile by assets (of 126,618 plans)
- $9,149
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Teamsters-National 401(k) Savings Plan reported net income rose from -$270M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Teamsters-National 401(k) Savings Plan reported participants fell from 162,104 in the plan year 2022 filing to 155,329 in the plan year 2023 filing.
- Teamsters-National 401(k) Savings Plan end-of-year assets rose from $1.4B in the plan year 2022 filing to $1.4B in the plan year 2023 filing.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 824 participants across 5,360 plans. Teamsters-National 401(k) Savings Plan reports 155,329 participants - 188x that state average ($1.4B EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $1.4B |
|---|---|
| Net Assets (End of Year) | $1.4B |
| Net Income | $21M |
| Employer EIN | 521967784 |
| Plan Effective Date | 1996-02-12 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Teamsters- National 401(k) Savings Plan Trust)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 162,104 | $1.4B |
| 2023 | 1 | 155,329 | $1.4B |
| 2024 | 1 | 152,665 | $1.5B |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Teamsters-National 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Scale composition for Teamsters-National 401(k) Savings Plan
Teamsters-National 401(k) Savings Plan reports $1.4B in end-of-year assets across 155,329 participants (0.012% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.17% of 89,805,449 covered participants) - about $9,149 per participant (7% of the national average assets-per-participant) . Net income for plan year 2023 was $21M.
This plan identity (EIN 521967784, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.4B to $1.5B (+5.9%) while covered participants moved from 162,104 to 152,665 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 162,104 | $1.4B | Open filing |
| 2023 | 155,329 | $1.4B | This page |
| 2024 · index core | 152,665 | $1.5B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Teamsters-National 401(k) Savings Plan (401(k), $1.5B, 152,665 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Teamsters-National 401(k) Savings Plan by total assets, not by location.
- Employee Savings and Stock Ownership Plan of General Re Corp and Its Domestic Subsidiaries (CT) $1.4B · 1,030
- Community Health Network 401(k) Retirement Plan (IN) $1.4B · 16,566
- Napa - American Anesthesiology, Inc. 401(k) Retirement Savings Plan (NY) $1.4B · 2,684
- Syneos Health Savings and Retirement Plan (NC) $1.4B · 11,790
Frequently Asked Questions
How did Teamsters-National 401(k) Savings Plan assets move in 2023? ▼
How have Board of Trustees of the Teamsters- National 401(k) Savings Plan Trust plan assets changed over time? ▼
Where does Teamsters-National 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Teamsters-National 401(k) Savings Plan? ▼
Next read for Teamsters-National 401(k) Savings Plan
Filing takeaways
Ways to act on Teamsters-National 401(k) Savings Plan's numbers.
- By total assets, Teamsters-National 401(k) Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- Board of Trustees of the Teamsters- National 401(k) Savings Plan Trust's sponsor-wide assets have grown 5.9% since 2022 across 3 plan years on file. More Transportation & Warehousing plans