Defined Benefit (Pension) · DOL Form 5500 · 2024

Teamsters Local 237 Welfare Fund Pension Plan

Data updated 2026-08-11

$53M
Total assets
100
Participants
85th
Percentile by assets
$530,539
Avg per participant
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Official DOL plan name: Teamsters Local 237 Welfare Fund Pension Plan · Sponsored by Teamsters Local 237 Welfare Fund · New York · Other Services

$53M in assets, 100 participants

Teamsters Local 237 Welfare Fund's Teamsters Local 237 Welfare Fund Pension Plan reported $53M in total assets and 100 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • 85th percentile by assets (of 123,622 plans)
  • #7,190 in Other Services (7,719 peers)

Coverage in New York

Teamsters Local 237 Welfare Fund Pension Plan covers 100 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $53M.

$53M
total plan assets (2024 EOY)
100
covered participants
85th
percentile by assets (of 123,622 plans)
$530,539
avg assets per participant

Where Teamsters Local 237 Welfare Fund Pension Plan sits by total assets

Teamsters Local 237 Welfare Fund Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$53,053,919 Top 15% higher than 85% of 123,620 filed plans

This plan $0 $2,010,000,000 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 2024

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Teamsters Local 237 Welfare Fund Pension Plan reported net income rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Teamsters Local 237 Welfare Fund Pension Plan end-of-year assets rose from $44M in the plan year 2023 filing to $53M in the plan year 2024 filing.
  • Teamsters Local 237 Welfare Fund Pension Plan reported participants rose from 96 in the plan year 2023 filing to 100 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
New York
Industry
Other Services

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Teamsters Local 237 Welfare Fund Pension Plan reports 100 participants - about 13% of that state average ($53M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$53M
Net Income$9M
Employer EIN132575626
Plan Effective Date1976-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Teamsters Local 237 Welfare Fund)

$35M$40M$45M$50M$55M 202220232024 $36.9M $53.1M ▲ +43.6%
Total plan assets by year, all Teamsters Local 237 Welfare Fund plans on file
Year Plans Participants Total Assets
2022 1 93 $37M
2023 1 96 $44M
2024 1 100 $53M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Teamsters Local 237 Welfare Fund Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Teamsters Local 237 …, Total assets ($B): 0.053053919 · Participants: 100Teamsters Local 237 …IBM Personal Pension…, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension…1199seiu Health Care…, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care…Consolidated Edison …, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison …Pfizer Consolidated …, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated …GE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Teamsters Local 237 Welfare Fund Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Teamsters Local 237 Welfare Fund Pension… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Teamsters Local 237 Welfare Fund Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Teamsters Local 237 Welfare Fund Pension Plan assets move in 2024? ▼
Teamsters Local 237 Welfare Fund Pension Plan grew sharply - up 21.4% during 2024, from $44M to $53M. Reported net income was $9M.
How have Teamsters Local 237 Welfare Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Teamsters Local 237 Welfare Fund's sponsor-wide assets grew 43.6%, from $37M to $53M.
Where does Teamsters Local 237 Welfare Fund Pension Plan rank by assets among Form 5500 filers? ▼
Teamsters Local 237 Welfare Fund Pension Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Teamsters Local 237 Welfare Fund Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Uswa Drummond Company Pension Agreement in AL ($53M, 265 participants).

Next read for Teamsters Local 237 Welfare Fund Pension…

Filing takeaways

Ways to act on Teamsters Local 237 Welfare Fund Pension Plan's numbers.

  • By total assets, Teamsters Local 237 Welfare Fund Pension Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
  • Teamsters Local 237 Welfare Fund's sponsor-wide assets have grown 43.6% since 2022 across 3 plan years on file. More Other Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132575626.

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.