Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees Local 456 Pension Fund Pension Plan

Data updated 2026-08-11

$241M
Total assets
983
Participants
95th
Percentile by assets
$245,522
Avg per participant
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Official DOL plan name: Westchester Teamsters Local 456 Pension Fund · Sponsored by Board of Trustees Local 456 Pension Fund · New York · Transportation & Warehousing

$241M in assets, 983 participants

Board of Trustees Local 456 Pension Fund's Westchester Teamsters Local 456 Pension Fund reported $241M in total assets and 983 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 127,072 plans)
  • #3,151 in Transportation & Warehousing (3,362 peers)

Where Westchester Teamsters Local 456 Pension Fund sits by assets

Westchester Teamsters Local 456 Pension Fund sits in the top 5% of all filed plans by assets, $241M for 983 participants (~$245,522/participant), up 10.0% in 2023.

$241M
total plan assets (2023 EOY)
983
covered participants
95th
percentile by assets (of 127,072 plans)
$245,522
avg assets per participant

Where Westchester Teamsters Local 456 Pension Fund sits by total assets

Westchester Teamsters Local 456 Pension Fund vs every filed plan by assets

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

$241,348,422 Top 5% higher than 95% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Westchester Teamsters Local 456 Pension Fund reported net income rose from -$40M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Westchester Teamsters Local 456 Pension Fund end-of-year assets rose from $219M in the plan year 2022 filing to $241M in the plan year 2023 filing.
  • Westchester Teamsters Local 456 Pension Fund reported participants fell from 1,000 in the plan year 2022 filing to 983 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Transportation & Warehousing

Westchester Teamsters Local 456 Pension Fund vs the 2023 asset distribution

By assets, Westchester Teamsters Local 456 Pension Fund outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$219M
Net Assets (End of Year)$231M
Net Income$19M
Employer EIN136123973
Plan Effective Date1952-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Local 456 Pension Fund)

$200M$220M$240M$260M$280M 202220232024 $219M $266M ▲ +21.2%
Total plan assets by year, all Board of Trustees Local 456 Pension Fund plans on file
Year Plans Participants Total Assets
2022 1 1,000 $219M
2023 1 983 $241M
2024 1 914 $266M

Nearby Defined Benefit (Pension) Plans in New York

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

Westchester Teamsters Local 456 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Westchester Teamster…, Total assets ($B): 0.241348422 · Participants: 983Westchester Teamster…IBM Personal Pension…, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension…Consolidated Edison …, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison …1199seiu Health Care…, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care…Pfizer Consolidated …, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated …Pepsico Employees Re…, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Re…
Westchester Teamsters Local 456 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Westchester Teamsters Local 456 Pension … side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Westchester Teamsters Local 456 Pension Fund by total assets, not by location.

Frequently Asked Questions

How did Westchester Teamsters Local 456 Pension Fund assets move in 2023? ▼
Westchester Teamsters Local 456 Pension Fund grew at a solid clip - up 10.0% during 2023, from $219M to $241M. Reported net income was $19M.
How have Board of Trustees Local 456 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Local 456 Pension Fund's sponsor-wide assets grew 21.2%, from $219M to $266M.
Where does Westchester Teamsters Local 456 Pension Fund rank by assets among Form 5500 filers? ▼
Westchester Teamsters Local 456 Pension Fund ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Westchester Teamsters Local 456 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Mo-Kan Iron Workers Pension Fund in MO ($241M, 668 participants).

Next read for Westchester Teamsters Local 456 Pension …

Scale reading

Ways to act on Westchester Teamsters Local 456 Pension Fund's numbers.

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 136123973.

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.