Money Purchase · DOL Form 5500 · 2023

Board of Trustees of Teamsters Managed Annuity Money Purchase Plan

Data updated 2026-08-11

$6M
Total assets
169
Participants
47th
Percentile by assets
$33,500
Avg per participant
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Official DOL plan name: Teamsters Managed Annuity Trust Fund · Sponsored by Board of Trustees of Teamsters Managed Annuity · California · Transportation & Warehousing

$6M in assets, 169 participants

Board of Trustees of Teamsters Managed Annuity's Teamsters Managed Annuity Trust Fund reported $6M in total assets and 169 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • 47th percentile by assets (of 127,072 plans)
  • #1,582 in Transportation & Warehousing (3,362 peers)

Coverage in California

Teamsters Managed Annuity Trust Fund covers 169 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $6M.

$6M
total plan assets (2023 EOY)
169
covered participants
47th
percentile by assets (of 127,072 plans)
$33,500
avg assets per participant

Where Teamsters Managed Annuity Trust Fund sits by total assets

Teamsters Managed Annuity Trust Fund vs every filed plan by assets

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

$5,661,471 47th percentile higher than 47% 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

  • Teamsters Managed Annuity Trust Fund reported participants rose from 151 in the plan year 2022 filing to 169 in the plan year 2023 filing.
  • Teamsters Managed Annuity Trust Fund reported net income fell from $272K in the plan year 2022 filing to $254K in the plan year 2023 filing.
  • Teamsters Managed Annuity Trust Fund end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Transportation & Warehousing

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Teamsters Managed Annuity Trust Fund reports 169 participants - about 27% of that state average ($6M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$254K
Employer EIN943138275
Plan Effective Date1991-05-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Teamsters Managed Annuity)

$5.2M$5.4M$5.6M$5.8M$6M$6.2M 202220232024 $5.43M $5.95M ▲ +9.6%
Total plan assets by year, all Board of Trustees of Teamsters Managed Annuity plans on file
Year Plans Participants Total Assets
2022 1 151 $5M
2023 1 169 $6M
2024 1 154 $6M

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Teamsters Managed Annuity Trust Fund vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Teamsters Managed An…, Total assets ($B): 0.005661471 · Participants: 169Teamsters Managed An…The Permanente Contr…, Total assets ($B): 6.965801295 · Participants: 18060The Permanente Contr…Kaiser Permanente Su…, Total assets ($B): 5.097985049 · Participants: 36330Kaiser Permanente Su…University of Southe…, Total assets ($B): 4.426886727 · Participants: 20136University of Southe…Carpenters Annuity T…, Total assets ($B): 3.257361302 · Participants: 25961Carpenters Annuity T…Directors Guild of A…, Total assets ($B): 2.151319709 · Participants: 23168Directors Guild of A…
Teamsters Managed Annuity Trust Fund vs. nearby Money Purchase plans in California, assets vs. participants
Compare Teamsters Managed Annuity Trust Fund side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Teamsters Managed Annuity Trust Fund by total assets, not by location.

Frequently Asked Questions

How did Teamsters Managed Annuity Trust Fund assets move in 2023? ▼
Teamsters Managed Annuity Trust Fund edged up modestly - up 4.3% during 2023, from $5M to $6M. Reported net income was $254K.
How have Board of Trustees of Teamsters Managed Annuity plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Teamsters Managed Annuity's sponsor-wide assets grew 9.5%, from $5M to $6M.
Which Money Purchase plans are similar in size to Teamsters Managed Annuity Trust Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Jimenez, Graffam & Lausell Pension Plan in PR ($6M, 25 participants).

Next read for Teamsters Managed Annuity Trust Fund

Filing takeaways

Ways to act on Teamsters Managed Annuity Trust 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 943138275.

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.