Money Purchase · DOL Form 5500 · 2024
Board of Trustees of United Teamster Annuity Fund Money Purchase Plan
Data updated 2026-08-11
- $9M
- Total assets
- 992
- Participants
- 54th
- Percentile by assets
- $9,415
- Avg per participant
Official DOL plan name: United Teamster Annuity Fund · Sponsored by Board of Trustees of United Teamster Annuity Fund · New York · Retail Trade
$9M in assets, 992 participants
Board of Trustees of United Teamster Annuity Fund's United Teamster Annuity Fund reported $9M in total assets and 992 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.
- 54th percentile by assets (of 123,622 plans)
- #5,209 in Retail Trade (8,048 peers)
Board of Trustees of United Teamster Annuity Fund multi-year trail
Board of Trustees of United Teamster Annuity Fund's plans moved +45.0% in assets from 2022 to 2024; this filing shows United Teamster Annuity Fund at $9M / 992 participants.
- $9M
- total plan assets (2024 EOY)
- 992
- covered participants
- 54th
- percentile by assets (of 123,622 plans)
- $9,415
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- United Teamster Annuity Fund reported participants rose from 837 in the plan year 2023 filing to 992 in the plan year 2024 filing.
- United Teamster Annuity Fund end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- United Teamster Annuity Fund reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Board of Trustees of United Teamster Annuity Fund across 3 plan years on file
Across the 3 plan years Board of Trustees of United Teamster Annuity Fund has on file (2022-2024), sponsor-wide plan assets have moved from $6M to $9M, a gain of 45.0%, while reported participants moved from 814 to 992 (+21.9%). Peak year by sponsor assets: 2024 ($9M); trough: 2022 ($6M).
Board of Trustees of United Teamster Annuity Fund multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 814 | $6M |
| 2023 | 1 | 837 | $8M |
| 2024 | 1 | 992 | $9M |
Board of Trustees of United Teamster Annuity Fund filing trail (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 237277344 |
| Plan Effective Date | 1971-05-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
United Teamster Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants
- Tiaa Retirement Plan $5.9B · 11,906
- Young Men's Christian Association Retirement Fund Retirement Plan $3.9B · 47,199
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.2B · 15,274
- Brookhaven Science Associates, LLC Retirement Plan $1.5B · 2,624
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 2,357
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to United Teamster Annuity Fund by total assets, not by location.
Frequently Asked Questions
How did United Teamster Annuity Fund assets move in 2024? ▼
How have Board of Trustees of United Teamster Annuity Fund plan assets changed over time? ▼
Which Money Purchase plans are similar in size to United Teamster Annuity Fund? ▼
Next read for United Teamster Annuity Fund
Multi-year trail
Ways to act on United Teamster Annuity Fund's numbers.
- By total assets, United Teamster Annuity Fund ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Board of Trustees of United Teamster Annuity Fund's sponsor-wide assets have grown 45.0% since 2022 across 3 plan years on file. More Retail Trade plans