401(k) · DOL Form 5500 · 2024

Teamsters Local No. 264 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
780
Participants Near avg headcount
81st
Percentile by assets National rank
$50,849
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Western New York Teamsters 401(k) Plan · Sponsored by Teamsters Local No. 264 · New York · Manufacturing

$40M in assets, 780 participants

Teamsters Local No. 264's Western New York Teamsters 401(k) Plan reported $40M in total assets and 780 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #13,124 in Manufacturing (17,777 peers)

Where Western New York Teamsters 401(k) Plan sits by assets

Western New York Teamsters 401(k) Plan sits in the top quartile of all filed plans by assets, $40M for 780 participants (~$50,849/participant), up 6.6% in 2024.

#13,124
in Manufacturing (17,777 peers)
+6.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Western New York Teamsters 401(k) Plan's outsized position by total assets

Western New York Teamsters 401(k) Plan vs every filed plan by assets

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

$39,662,539 Top 19% higher than 81% 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

Western New York Teamsters 401(k) Plan 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. Western New York Teamsters 401(k) Plan sits mid-pack in the medium band (780 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Western New York Teamsters 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Western New York Teamsters 401(k) Plan end-of-year assets rose from $37M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • Western New York Teamsters 401(k) Plan reported participants rose from 744 in the plan year 2023 filing to 780 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 161334019 · Teamsters Local No. 264 PY 2024 · 401(k)

Western New York Teamsters 401(k) Plan · $40M · 780 · 81st

  • PHOTO $40M
  • IND 780
  • EOY 81st
  • 5500 401(k)
  • ASSETS near Institute of Internal Auditors 401(k) Plan
  • PCT ind #13124

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 Manufacturing retirement plans → · Plans in New York →

Western New York Teamsters 401(k) Plan in the asset neighbourhood

Finalsite 401(k) Plan$40MKrauss-Maffei Corporation 401(k) Retirement SavingKrauss-Maffei Corporation 40…$40MWestern New York Teamsters 401(k) PlanWestern New York Teamsters 4…$40MInstitute of Internal Auditors 401(k) PlanInstitute of Internal Audito…$40MOhioguidestone 401(k) Plan$40M
End-of-year total assets ($M) among Western New York Teamsters 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$40M
Net Income$2M
Employer EIN161334019
Plan Effective Date1988-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Teamsters Local No. 264)

Sponsor-wide plan assets over time

All Teamsters Local No. 264 plans reported in each filing year

Latest sponsor-wide plan assets
$40M 11.37627382319657% vs 2022
2024 filing year
$34M$36M$38M$40M$42M 202220232024 $35.6M $39.7M ▲ +11.4%
Year Plans Participants Total Assets
2022 1 669 $36M
2023 1 744 $37M
2024 1 780 $40M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Western New York Teamsters 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Western New York Teamsters 401(k) Plan, Total assets ($B): 0.039662539 · Participants: 780Western New York Teamsters 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Western New York Teamsters 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Western New York Teamsters 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Institute of Internal Auditors 401(k) Plan in FL ($40M); by covered participants it is Osisoft, LLC Section 401(k) Plan in CA (780 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (780 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 Western New York Teamsters 401(k) Plan assets move in 2024?
Western New York Teamsters 401(k) Plan grew at a solid clip - up 6.6% during 2024, from $37M to $40M. Reported net income was $2M.
How have Teamsters Local No. 264 plan assets changed over time?
Across 3 plan years on file (2022-2024), Teamsters Local No. 264's sponsor-wide assets grew 11.4%, from $36M to $40M.
Where does Western New York Teamsters 401(k) Plan rank by assets among Form 5500 filers?
Western New York Teamsters 401(k) Plan ranks in the 81st 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 401(k) plans are similar in size to Western New York Teamsters 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Institute of Internal Auditors 401(k) Plan in FL ($40M, 208 participants).
Which 401(k) plans cover a similar participant headcount to Western New York Teamsters 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Osisoft, LLC Section 401(k) Plan in CA (780 participants, N/A in assets).