Profit Sharing · DOL Form 5500 · 2023

Teamsters Local Union No. 25 Profit Sharing Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
1,194
Participants Near avg headcount
89th
Percentile by assets National rank
$61,393
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Teamsters Local 25 Investment Plan · Sponsored by Teamsters Local Union No. 25 · Massachusetts · Transportation & Warehousing

$73M in assets, 1,194 participants

Teamsters Local Union No. 25's Teamsters Local 25 Investment Plan reported $73M in total assets and 1,194 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,921 in Transportation & Warehousing (3,362 peers)

Where Teamsters Local 25 Investment Plan sits by assets

Teamsters Local 25 Investment Plan sits in the top quartile of all filed plans by assets, $73M for 1,194 participants (~$61,393/participant), up 27.5% in 2023.

#2,921
in Transportation & Warehousing (3,362 peers)
+27.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Teamsters Local 25 Investment Plan's outsized position by total assets

Teamsters Local 25 Investment Plan vs every filed plan by assets

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

$73,303,485 Top 11% higher than 89% 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 Local 25 Investment 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 25 Investment Plan lands in the large band (1,194 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Teamsters Local 25 Investment Plan reported net income rose from $8M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Teamsters Local 25 Investment Plan reported participants rose from 934 in the plan year 2022 filing to 1,194 in the plan year 2023 filing.
  • Teamsters Local 25 Investment Plan end-of-year assets rose from $57M in the plan year 2022 filing to $73M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 263147388 · Teamsters Local Union No. 25 PY 2023 · Profit Sharing

Teamsters Local 25 Investment Plan · $73M · 1,194 · 89th

  • RANK $73M
  • RANK 1,194
  • RANK 89th
  • RANK Profit Sharing
  • RANK near Mcv Retirement Plan
  • RANK ind #2921

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 Massachusetts →

Teamsters Local 25 Investment Plan in the asset neighbourhood

Baillie Lumber Co., L.P. 401(k) PlanBaillie Lumber Co., L.P. 401…$74MMcv Retirement Plan$73MTeamsters Local 25 Investment PlanTeamsters Local 25 Investmen…$73MGoodwill Industries Employee Retirement and Incentive PlanGoodwill Industries Employee…$73MThe Annie E. Casey Foundation Retirement PlanThe Annie E. Casey Foundatio…$73M
End-of-year total assets ($M) among Teamsters Local 25 Investment Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$73M
Net Income$16M
Employer EIN263147388
Plan Effective Date1994-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Teamsters Local Union No. 25)

Sponsor-wide plan assets over time

All Teamsters Local Union No. 25 plans reported in each filing year

Latest sponsor-wide plan assets
$83M 44.00669286860432% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $57.5M $82.8M ▲ +44.0%
Year Plans Participants Total Assets
2022 1 934 $57M
2023 1 1,194 $73M
2024 1 1,222 $83M

Nearby Profit Sharing Plans in Massachusetts

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Teamsters Local 25 Investment Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Teamsters Local 25 Investment Plan, Total assets ($B): 0.073303485 · Participants: 1194Teamsters Local 25 Investment PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 14.924829262 · Participants: 74212Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.003886994 · Participants: 12622Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.788456235 · Participants: 4630Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.679151027 · Participants: 6360The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.616742666 · Participants: 2868Sheet Metal Workers Local 17 Annuity Income Fund
Teamsters Local 25 Investment Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Teamsters Local 25 Investment Plan side-by-side with 3 peers →

Teamsters Local 25 Investment Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Mcv Retirement Plan in PR ($73M); by covered participants it is 401(k) Profit Sharing Plan for Employees of Adapt Community Network in NY (1,197 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($73M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,194 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 Local 25 Investment Plan assets move in 2023? ▼
Teamsters Local 25 Investment Plan grew sharply - up 27.5% during 2023, from $57M to $73M. Reported net income was $16M.
How have Teamsters Local Union No. 25 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Teamsters Local Union No. 25's sponsor-wide assets grew 44.0%, from $57M to $83M.
Where does Teamsters Local 25 Investment Plan rank by assets among Form 5500 filers? ▼
Teamsters Local 25 Investment Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Teamsters Local 25 Investment Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mcv Retirement Plan in PR ($73M, 138 participants).
Which Profit Sharing plans cover a similar participant headcount to Teamsters Local 25 Investment Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is 401(k) Profit Sharing Plan for Employees of Adapt Community Network in NY (1,197 participants, $44M 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 263147388.

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.