Money Purchase · DOL Form 5500 · 2024
Board of Trustees of United Teamster Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 992
- Participants Near avg headcount
- 54th
- Percentile by assets National rank
- $9,415
- Avg per participant Low balance/head
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.
- #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.
- #5,209
- in Retail Trade (8,048 peers)
- +17.0%
- assets growth YoY
United Teamster Annuity Fund's mid-pack asset rank among Retail Trade and all filers
United Teamster Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,339,761 Top 46% higher than 54% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
United Teamster Annuity Fund among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Teamster Annuity Fund sits mid-pack in the medium band (992 participants).
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.
Plan-year Form 5500 strip
Filing strip 237277344 · Board of Trustees of United Teamster Annuity Fund PY 2024 · Money Purchase
United Teamster Annuity Fund · $9M · 992 · 54th
- TYPE $9M
- TYPE 992
- TYPE 54th
- TYPE Money Purchase
- TYPE near Lucas Limited Money Purchase Pension Plan
- TYPE ind #5209
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 Retail Trade retirement plans → · Plans in New York →
United Teamster Annuity Fund in the asset neighbourhood
Board of Trustees of United Teamster Annuity Fund multi-year asset trail
Sponsor-wide plan assets over time
All Board of Trustees of United Teamster Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 45.044439243693475% vs 2022
- 2024 filing year
| 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.
- 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
United Teamster Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Lucas Limited Money Purchase Pension Plan in CA ($9M); by covered participants it is Northwest Hospital Center, Inc. Money Purchase Pension Plan and Trust in MD (992 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (992 participants); asset peers above are excluded.
- Northwest Hospital Center, Inc. Money Purchase Pension Plan and Trust (MD) 992 · 0 off
- I.B.E.W Local 697 Defined Contribution Plan (IN) 986 · 6 off
- Iatse Local 38 Pension Plan (MI) 1,002 · 10 off
- Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund (MA) 1,015 · 23 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.