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
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
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.
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
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $2M |
| Employer EIN | 161334019 |
| Plan Effective Date | 1988-11-01 |
| Filing Status | FILING 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
| 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.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
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).
- Institute of Internal Auditors 401(k) Plan (FL) $40M · 208
- Finalsite 401(k) Plan (CT) $40M · 349
- Ohioguidestone 401(k) Plan (OH) $40M · 1,072
- Krauss-Maffei Corporation 401(k) Retirement Saving (KY) $40M · 225
Similar participant headcount
Nearest other-state filings by covered participants (780 participants); asset peers above are excluded.
- Osisoft, LLC Section 401(k) Plan (CA) 780 · 0 off
- John a. Biewer Company, Inc. 401(k) Plan & Trust (MI) 780 · 0 off
- Hugg & Hall Equipment 401(k) Profit Sharing Plan (AR) 780 · 0 off
- Comau LLC 401(k) Plan (MI) 780 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.