Money Purchase · DOL Form 5500 · 2023

Board of Trustees of Teamsters Managed Annuity Money Purchase Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
169
Participants Small participant base
47th
Percentile by assets National rank
$33,500
Avg per participant Low balance/head
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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.

  • #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.

#1,582
in Transportation & Warehousing (3,362 peers)
+4.3%
assets growth YoY

Teamsters Managed Annuity Trust Fund's mid-pack asset rank among Transportation & Warehousing and all filers

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 $2,050,000,000 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

Teamsters Managed Annuity Trust 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. Teamsters Managed Annuity Trust Fund sits mid-pack in the medium band (169 participants).

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 →

Plan-year Form 5500 strip

Filing strip 943138275 · Board of Trustees of Teamsters Managed Annuity PY 2023 · Money Purchase

Teamsters Managed Annuity Trust Fund · $6M · 169 · 47th

  • EOY $6M
  • EOY 169
  • EOY 47th
  • EOY Money Purchase
  • EOY near Jimenez, Graffam & Lausell Pension Plan
  • EOY ind #1582

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 California →

Teamsters Managed Annuity Trust Fund in the asset neighbourhood

Teamsters Managed Annuity Trust FundTeamsters Managed Annuity Tr…$6MJimenez, Graffam & Lausell Pension PlanJimenez, Graffam & Lausell P…$6MWilkins Investment Counsel, Inc. Profit Sharing PlWilkins Investment Counsel, …$6MPolice Athletic League, Inc. Money Purchase PlanPolice Athletic League, Inc.…$6MNew Haven Legal Assistance Money Purchase PlanNew Haven Legal Assistance M…$6M
End-of-year total assets ($M) among Teamsters Managed Annuity Trust Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Board of Trustees of Teamsters Managed Annuity plans reported in each filing year

Latest sponsor-wide plan assets
$6M 9.526342359040813% vs 2022
2024 filing year
$5.2M$5.4M$5.6M$5.8M$6M$6.2M 202220232024 $5.43M $5.95M ▲ +9.6%
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 ($B) Participants Teamsters Managed Annuity Trust Fund, Total assets ($B): 0.005661471 · Participants: 169Teamsters Managed Annuity Trust FundThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 6.965801295 · Participants: 18060The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.097985049 · Participants: 36330Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 4.426886727 · Participants: 20136University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.257361302 · Participants: 25961Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.151319709 · Participants: 23168Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
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 →

Teamsters Managed Annuity Trust Fund's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Jimenez, Graffam & Lausell Pension Plan in PR ($6M); by covered participants it is Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust in PA (169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (169 participants); asset peers above are excluded.

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 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).
Which Money Purchase plans cover a similar participant headcount to Teamsters Managed Annuity Trust Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust in PA (169 participants, $19M 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 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.