Defined Benefit (Pension) · DOL Form 5500 · 2023
Bd of Trust Sw. PA & W. Md. Area Teamsters & Employers Pension Fund Pension Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 463
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $50,684
- Avg per participant Low balance/head
Official DOL plan name: Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund · Sponsored by Bd of Trust Sw. PA & W. Md. Area Teamsters & Employers Pension Fund · Pennsylvania · Transportation & Warehousing
$23M in assets, 463 participants
Bd of Trust Sw. PA & W. Md. Area Teamsters & Employers Pension Fund's Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund reported $23M in total assets and 463 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #2,504 in Transportation & Warehousing (3,362 peers)
Where Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund sits by assets
Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund sits in the top quartile of all filed plans by assets, $23M for 463 participants (~$50,684/participant), down 21.7% in 2023.
- #2,504
- in Transportation & Warehousing (3,362 peers)
- -21.7%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund's outsized position by total assets
Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,466,723 Top 25% higher than 75% 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
Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers 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. Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund sits mid-pack in the medium band (463 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund end-of-year assets fell from $30M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund reported participants rose from 456 in the plan year 2022 filing to 463 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 251046087 · Bd of Trust Sw. PA & W. Md. Area Teamsters & Employers Pension Fund PY 2023 · Defined Benefit (Pension)
Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund · $23M · 463 · 75th
- EOY $23M
- 5500 463
- ASSETS 75th
- PCT Defined Benefit (Pension)
- EIN near Penreco Pension Plan
- RANK ind #2504
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 Pennsylvania →
Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | -$6M |
| Employer EIN | 251046087 |
| Plan Effective Date | 1956-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trust Sw. PA & W. Md. Area Teamsters & Employers Pension Fund)
Sponsor-wide plan assets over time
All Bd of Trust Sw. PA & W. Md. Area Teamsters & Employers Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $150M 401.6705182506518% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 456 | $30M |
| 2023 | 1 | 463 | $23M |
| 2024 | 1 | 432 | $150M |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $11.2B · 27,434
- Steelworkers Pension Trust $6.6B · 47,052
- The PNC Financial Services Group, Inc. Pension Plan $5.6B · 63,680
- Constellation Retirement Program $5.3B · 5,080
- The Bank of New York Mellon Corporation Pension Plan $5.3B · 7,374
Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Penreco Pension Plan in IN ($23M); by covered participants it is Tidewater Electrical Industry Pension Fund in VA (463 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Penreco Pension Plan (IN) $23M · 66
- Jeff Bank Pension Plan (NY) $23M · 44
- Local 803 Pension Fund (NY) $23M · N/A
- Arizona Bricklayers Pension Trust Fund (AZ) $24M · 70
Similar participant headcount
Nearest other-state filings by covered participants (463 participants); asset peers above are excluded.
- Tidewater Electrical Industry Pension Fund (VA) 463 · 0 off
- Hawaii Sheet Metal Workers Pension Fund (HI) 463 · 0 off
- Operative Plasterers and Cement Masons Local No. 109 Pension Plan (MI) 464 · 1 off
- Watlow Group Pension Plan (MO) 465 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.