Money Purchase · DOL Form 5500 · 2024
Board of Trustees Teamsters Local 802 Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $143M
- Total assets Near avg plan size
- 474
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $300,929
- Avg per participant High balance/head
Official DOL plan name: Teamsters Local 802 Annuity Fund · Sponsored by Board of Trustees Teamsters Local 802 Annuity Fund · New York · Transportation & Warehousing
$143M in assets, 474 participants
Board of Trustees Teamsters Local 802 Annuity Fund's Teamsters Local 802 Annuity Fund reported $143M in total assets and 474 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #2,996 in Transportation & Warehousing (3,299 peers)
Where Teamsters Local 802 Annuity Fund sits by assets
Teamsters Local 802 Annuity Fund sits in the top 10% of all filed plans by assets, $143M for 474 participants (~$300,929/participant), up 1.8% in 2024.
- #2,996
- in Transportation & Warehousing (3,299 peers)
- +1.8%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Teamsters Local 802 Annuity Fund's outsized position by total assets
Teamsters Local 802 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$142,640,321 Top 7% higher than 93% 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
Teamsters Local 802 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. Teamsters Local 802 Annuity Fund sits mid-pack in the medium band (474 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Teamsters Local 802 Annuity Fund reported net income rose from $349K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Teamsters Local 802 Annuity Fund end-of-year assets rose from $140M in the plan year 2023 filing to $143M in the plan year 2024 filing.
DOL schedule card
Filing strip 270970217 · Board of Trustees Teamsters Local 802 Annuity Fund PY 2024 · Money Purchase
Teamsters Local 802 Annuity Fund · $143M · 474 · 93rd
- VS-ST $143M
- VS-ST 474
- VS-ST 93rd
- VS-ST Money Purchase
- VS-ST near South Central Annuity Fund
- VS-ST ind #2996
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 New York →
Teamsters Local 802 Annuity Fund in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $140M |
|---|---|
| Net Assets (End of Year) | $143M |
| Net Income | $2M |
| Employer EIN | 270970217 |
| Plan Effective Date | 2009-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Teamsters Local 802 Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees Teamsters Local 802 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $143M 1.9895328829844918% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 470 | $140M |
| 2023 | 1 | 476 | $140M |
| 2024 | 1 | 474 | $143M |
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
Teamsters Local 802 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is South Central Annuity Fund in TX ($142M); by covered participants it is Oocl (USA) Inc. Defined Contribution Pension Plan in UT (475 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($143M here).
- South Central Annuity Fund (TX) $142M · 8,884
- NECA-IBEW 177 Pension Fund (FL) $144M · 1,412
- Defined Contribution Plan for the Employees of the American Institute of Physics (MD) $141M · 222
- Massachusetts Mutual Life Insurance Company Agent Pension Plan (MA) $145M · 351
Similar participant headcount
Nearest other-state filings by covered participants (474 participants); asset peers above are excluded.
- Oocl (USA) Inc. Defined Contribution Pension Plan (UT) 475 · 1 off
- Southern Ct IBEW Annuity Plan (CT) 477 · 3 off
- Lifelink Foundation, Inc. Retirement Plan (FL) 471 · 3 off
- The Crosby Group Hourly Employees Pension Plus Plan (OK) 469 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.