Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees Local 456 Pension Fund Pension Plan

Data updated 2026-08-25

$241M
Total assets Near avg plan size
983
Participants Near avg headcount
95th
Percentile by assets National rank
$245,522
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#3,151
in Transportation & Warehousing (3,362 peers)
+10.0%
assets growth YoY
2.4×
vs typical plan assets (national mean)

Westchester Teamsters Local 456 Pension Fund's outsized position 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 $2,050,000,000 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

Westchester Teamsters Local 456 Pension Fund among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westchester Teamsters Local 456 Pension Fund sits mid-pack in the medium band (983 participants).

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 →

Published 5500 schedule card

Filing strip 136123973 · Board of Trustees Local 456 Pension Fund PY 2023 · Defined Benefit (Pension)

Westchester Teamsters Local 456 Pension Fund · $241M · 983 · 95th

  • EBSA $241M
  • PART 983
  • TYPE 95th
  • NET Defined Benefit (Pension)
  • BOOK near Mo-Kan Iron Workers Pension Fund
  • VS-ST ind #3151

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 →

Westchester Teamsters Local 456 Pension Fund in the asset neighbourhood

Hill-Rom, Inc. Pension Plan$242MEnergizer Holdings, Inc. Retirement PlanEnergizer Holdings, Inc. Ret…$242MMo-Kan Iron Workers Pension FundMo-Kan Iron Workers Pension …$241MWestchester Teamsters Local 456 Pension FundWestchester Teamsters Local …$241MCapital One Financial Corporation Cash Balance Pension PlanCapital One Financial Corpor…$241M
End-of-year total assets ($M) among Westchester Teamsters Local 456 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Board of Trustees Local 456 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$266M 21.165902193632313% vs 2022
2024 filing year
$200M$220M$240M$260M$280M 202220232024 $219M $266M ▲ +21.2%
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 ($B) Participants Westchester Teamsters Local 456 Pension Fund, Total assets ($B): 0.241348422 · Participants: 983Westchester Teamsters Local 456 Pension 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
Westchester Teamsters Local 456 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Westchester Teamsters Local 456 Pension Fund side-by-side with 3 peers →

Westchester Teamsters Local 456 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Mo-Kan Iron Workers Pension Fund in MO ($241M); by covered participants it is Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates in (982 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($241M here).

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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Westchester Teamsters Local 456 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates in (982 participants, $489M 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 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.