Money Purchase · DOL Form 5500 · 2024
Board of Trustees Teamsters Local 802 Annuity Fund Money Purchase Plan
Data updated 2026-08-11
- $143M
- Total assets
- 474
- Participants
- 93rd
- Percentile by assets
- $300,929
- Avg per participant
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.
- 93rd percentile by assets (of 123,622 plans)
- #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.
- $143M
- total plan assets (2024 EOY)
- 474
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $300,929
- avg assets per participant
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.
Teamsters Local 802 Annuity Fund vs the 2024 asset distribution
By assets, Teamsters Local 802 Annuity Fund outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).
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)
| 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.
Teamsters Local 802 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 Teamsters Local 802 Annuity Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did Teamsters Local 802 Annuity Fund assets move in 2024? ▼
How have Board of Trustees Teamsters Local 802 Annuity Fund plan assets changed over time? ▼
Where does Teamsters Local 802 Annuity Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Teamsters Local 802 Annuity Fund? ▼
Next read for Teamsters Local 802 Annuity Fund
Scale reading
Ways to act on Teamsters Local 802 Annuity Fund's numbers.
- By total assets, Teamsters Local 802 Annuity Fund ranks in the top 10% of all filed plans 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 Teamsters Local 802 Annuity Fund's sponsor-wide assets have grown 2.0% since 2022 across 3 plan years on file. More Transportation & Warehousing plans