Money Purchase · DOL Form 5500 · 2023
Board of Trustees, Teamsters Local Union No 572 Retirement Benefit Pla Money Purchase Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 1,568
- Participants Near avg headcount
- 43rd
- Percentile by assets National rank
- $3,007
- Avg per participant Low balance/head
Official DOL plan name: Teamsters Local Union No 572 Retirement Benefit Pl · Sponsored by Board of Trustees, Teamsters Local Union No 572 Retirement Benefit Pla · California · Transportation & Warehousing
$5M in assets, 1,568 participants
Board of Trustees, Teamsters Local Union No 572 Retirement Benefit Pla's Teamsters Local Union No 572 Retirement Benefit Pl reported $5M in total assets and 1,568 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.
- #1,441 in Transportation & Warehousing (3,362 peers)
Coverage in California
Teamsters Local Union No 572 Retirement Benefit Pl covers 1,568 participants in California, 2.5x the typical California plan (state average ~630 per filing). Assets: $5M.
- #1,441
- in Transportation & Warehousing (3,362 peers)
- +10.6%
- assets growth YoY
Teamsters Local Union No 572 Retirement Benefit Pl's mid-pack asset rank among Transportation & Warehousing and all filers
Teamsters Local Union No 572 Retirement Benefit Pl vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,714,838 43rd percentile higher than 43% 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 572 Retirement Benefit Pl'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 572 Retirement Benefit Pl lands in the large band (1,568 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Teamsters Local Union No 572 Retirement Benefit Pl reported net income rose from $24K in the plan year 2022 filing to $355K in the plan year 2023 filing.
- Teamsters Local Union No 572 Retirement Benefit Pl reported participants rose from 1,285 in the plan year 2022 filing to 1,568 in the plan year 2023 filing.
- Teamsters Local Union No 572 Retirement Benefit Pl end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 956983367 · Board of Trustees, Teamsters Local Union No 572 Retirement Benefit Pla PY 2023 · Money Purchase
Teamsters Local Union No 572 Retirement Benefit Pl · $5M · 1,568 · 43rd
- PART $5M
- PART 1,568
- PART 43rd
- PART Money Purchase
- PART near The Wadsworth Atheneum Money Purchase Pension Plan
- PART ind #1441
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 Local Union No 572 Retirement Benefit Pl in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $355K |
| Employer EIN | 956983367 |
| Plan Effective Date | 1994-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Teamsters Local Union No 572 Retirement Benefit Pla)
Sponsor-wide plan assets over time
All Board of Trustees, Teamsters Local Union No 572 Retirement Benefit Pla plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 19.701344022304152% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,285 | $4M |
| 2023 | 1 | 1,568 | $5M |
| 2024 | 1 | 1,975 | $5M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.0B · 18,060
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
- Carpenters Annuity Trust Fund for Northern California $3.3B · 25,961
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.2B · 23,168
Teamsters Local Union No 572 Retirement Benefit Pl's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is The Wadsworth Atheneum Money Purchase Pension Plan in CT ($5M); by covered participants it is Centrastate Healthcare System Retirement Plan in NJ (1,560 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,568 participants); asset peers above are excluded.
- Centrastate Healthcare System Retirement Plan (NJ) 1,560 · 8 off
- Local 1102 401(k) Retirement Plan (NY) 1,585 · 17 off
- Be the Match/Nmdp Employer Contribution Plan (MN) 1,587 · 19 off
- Plumbers & Steamfitters 150 Profit Sharing Fund (TN) 1,590 · 22 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.