Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees of Teamsters Local Union No. 727 Pension Plan Pension Plan
Data updated 2026-08-25
- $551M
- Total assets Above avg plan size
- 2,350
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $234,447
- Avg per participant Above avg balance/head
Official DOL plan name: Teamsters Local Union No. 727 Pension Plan · Sponsored by Board of Trustees of Teamsters Local Union No. 727 Pension Plan · Illinois · Other Services
$551M in assets, 2,350 participants
Board of Trustees of Teamsters Local Union No. 727 Pension Plan's Teamsters Local Union No. 727 Pension Plan reported $551M in total assets and 2,350 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #7,816 in Other Services (7,857 peers)
Coverage in Illinois
Teamsters Local Union No. 727 Pension Plan covers 2,350 participants in Illinois, 3.0x the typical Illinois plan (state average ~779 per filing). Assets: $551M.
- #7,816
- in Other Services (7,857 peers)
- +9.1%
- assets growth YoY
- 5.5×
- vs typical plan assets (national mean)
Teamsters Local Union No. 727 Pension Plan's outsized position by total assets
Teamsters Local Union No. 727 Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$550,950,826 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Teamsters Local Union No. 727 Pension Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Teamsters Local Union No. 727 Pension Plan lands in the large band (2,350 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Teamsters Local Union No. 727 Pension Plan reported net income rose from -$32M in the plan year 2022 filing to $45M in the plan year 2023 filing.
- Teamsters Local Union No. 727 Pension Plan end-of-year assets rose from $505M in the plan year 2022 filing to $551M in the plan year 2023 filing.
- Teamsters Local Union No. 727 Pension Plan reported participants fell from 2,423 in the plan year 2022 filing to 2,350 in the plan year 2023 filing.
DOL schedule card
Filing strip 366102397 · Board of Trustees of Teamsters Local Union No. 727 Pension Plan PY 2023 · Defined Benefit (Pension)
Teamsters Local Union No. 727 Pension Plan · $551M · 2,350 · 98th
- PART $551M
- PART 2,350
- PART 98th
- PART Defined Benefit (Pension)
- PART near Graybar Electric Company, Inc. Pension Plan
- PART ind #7816
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 Other Services retirement plans → · Plans in Illinois →
Teamsters Local Union No. 727 Pension Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $505M |
|---|---|
| Net Assets (End of Year) | $550M |
| Net Income | $45M |
| Employer EIN | 366102397 |
| Plan Effective Date | 1963-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Teamsters Local Union No. 727 Pension Plan)
Sponsor-wide plan assets over time
All Board of Trustees of Teamsters Local Union No. 727 Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $607M 20.11171044423011% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,423 | $505M |
| 2023 | 1 | 2,350 | $551M |
| 2024 | 1 | 2,295 | $607M |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $49.7B · 48,538
- State Farm Insurance Companies Retirement Plan for United States Employees $35.2B · 45,001
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,680
- John Deere Pension Plan for Salaried Employees $8.0B · 16,346
- Abbott Laboratories Annuity Retirement Plan $7.8B · 17,382
Teamsters Local Union No. 727 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Graybar Electric Company, Inc. Pension Plan in MO ($550M); by covered participants it is Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Florida Inc. in FL (2,348 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($551M here).
- Graybar Electric Company, Inc. Pension Plan (MO) $550M · 3,583
- Non-Contributory Retirement Plan (WA) $552M · 1,179
- Joint Pension Fund Local Union IBEW (NJ) $552M · 2,149
- Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan (IN) $550M · 3,258
Similar participant headcount
Nearest other-state filings by covered participants (2,350 participants); asset peers above are excluded.
- Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Florida Inc. (FL) 2,348 · 2 off
- Amica Pension Fund (RI) 2,338 · 12 off
- Spectrum Health Pension Plan (MI) 2,362 · 12 off
- Oregon Laborers-Employers Pension Plan (OR) 2,335 · 15 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.