Defined Benefit (Pension) · DOL Form 5500 · 2024

Teamsters Local 237 Welfare Fund Pension Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
100
Participants Small participant base
85th
Percentile by assets National rank
$530,539
Avg per participant High balance/head
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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.

  • #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.

#7,190
in Other Services (7,719 peers)
+21.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Teamsters Local 237 Welfare Fund Pension Plan's outsized position 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 $2,050,000,000 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 2024

Teamsters Local 237 Welfare Fund Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Teamsters Local 237 Welfare Fund Pension Plan is a small filing (100 participants) on this national headcount ladder.

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 →

Plan-year Form 5500 strip

Filing strip 132575626 · Teamsters Local 237 Welfare Fund PY 2024 · Defined Benefit (Pension)

Teamsters Local 237 Welfare Fund Pension Plan · $53M · 100 · 85th

  • EBSA $53M
  • EBSA 100
  • EBSA 85th
  • EBSA Defined Benefit (Pension)
  • EBSA near Uswa Drummond Company Pension Agreement
  • EBSA ind #7190

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 Other Services retirement plans → · Plans in New York →

Teamsters Local 237 Welfare Fund Pension Plan in the asset neighbourhood

Teamsters Local 237 Welfare Fund Pension PlanTeamsters Local 237 Welfare …$53MUswa Drummond Company Pension AgreementUswa Drummond Company Pensio…$53MLocal 1964 Ila Retirement FundLocal 1964 Ila Retirement Fu…$53MAppalachian Regional Healthcare, Inc. Administrative Retirement PlanAppalachian Regional Healthc…$53MVelcro Pension Plan$53M
End-of-year total assets ($M) among Teamsters Local 237 Welfare Fund Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Teamsters Local 237 Welfare Fund plans reported in each filing year

Latest sponsor-wide plan assets
$53M 43.634270430113745% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $36.9M $53.1M ▲ +43.6%
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 ($B) Participants Teamsters Local 237 Welfare Fund Pension Plan, Total assets ($B): 0.053053919 · Participants: 100Teamsters Local 237 Welfare Fund Pension PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE 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 Plan side-by-side with 3 peers →

Teamsters Local 237 Welfare Fund Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Uswa Drummond Company Pension Agreement in AL ($53M); by covered participants it is American Postal Workers Union Officers' Qualified Retirement Plan in DC (100 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($53M here).

Similar participant headcount

Nearest other-state filings by covered participants (100 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Teamsters Local 237 Welfare Fund Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is American Postal Workers Union Officers' Qualified Retirement Plan in DC (100 participants, $120M in assets).

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.