Other · DOL Form 5500 · 2024
Board of Trustees Arizona Laborers & Teamsters Annuity Plan Retirement Plan
Data updated 2026-08-11
- $46M
- Total assets
- 2,693
- Participants
- 83rd
- Percentile by assets
- $17,052
- Avg per participant
Official DOL plan name: Arizona Laborers & Teamsters Annuity Plan · Sponsored by Board of Trustees Arizona Laborers & Teamsters Annuity Plan · Arizona · Construction
$46M in assets, 2,693 participants
Board of Trustees Arizona Laborers & Teamsters Annuity Plan's Arizona Laborers & Teamsters Annuity Plan reported $46M in total assets and 2,693 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- 83rd percentile by assets (of 123,622 plans)
- #7,363 in Construction (9,039 peers)
Coverage in Arizona
Arizona Laborers & Teamsters Annuity Plan covers 2,693 participants in Arizona, 4.8x the typical Arizona plan (state average ~564 per filing). Assets: $46M.
- $46M
- total plan assets (2024 EOY)
- 2,693
- covered participants
- 83rd
- percentile by assets (of 123,622 plans)
- $17,052
- avg assets per participant
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Arizona Laborers & Teamsters Annuity Plan sits by total assets
Arizona Laborers & Teamsters Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$45,920,309 Top 17% higher than 83% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Arizona Laborers & Teamsters Annuity Plan reported net income fell from -$206K in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- Arizona Laborers & Teamsters Annuity Plan end-of-year assets fell from $49M in the plan year 2023 filing to $46M in the plan year 2024 filing.
- Arizona Laborers & Teamsters Annuity Plan reported participants rose from 2,648 in the plan year 2023 filing to 2,693 in the plan year 2024 filing.
Participants vs Arizona filers
In Arizona, the average filing covers about 564 participants across 2,304 plans. Arizona Laborers & Teamsters Annuity Plan reports 2,693 participants - 4.8x that state average ($46M EOY assets).
Arizona filing particulars
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | -$3M |
| Employer EIN | 866084210 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Arizona Laborers & Teamsters Annuity Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,735 | $100M |
| 2023 | 2 | 2,648 | $97M |
| 2024 | 2 | 2,693 | $91M |
Nearby Other Plans in Arizona
Peer Other plans, same state, same plan type, ranked by total assets.
Arizona Laborers & Teamsters Annuity Plan vs. nearby Other plans in Arizona, assets vs. participants
- Honor Health 403(b) Retirement Security Plan $1.2B · 14,781
- Operating Engineers Local 428 Annuity Trust Fund $313M · 7,789
- El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan $180M · 1,976
- Banner Health Employees 403(b) Plan $173M · 11,316
- Kingman Healthcare, Inc. 403(b) Retirement Plan $114M · 1,897
Similar-Sized Other Plans Nationally
Other plans in other states closest to Arizona Laborers & Teamsters Annuity Plan by total assets, not by location.
- French American School of New York 403(b) DC Plan (NY) $46M · 157
- Carnegie Endowment for International Peace Defined Contribution Retirement Plan (DC) $46M · 172
- Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program (MO) $46M · 81
- Holland Home Tax Deferred Annuity Retirement Plan (MI) $46M · 1,407
Frequently Asked Questions
How did Arizona Laborers & Teamsters Annuity Plan assets move in 2024? ▼
How have Board of Trustees Arizona Laborers & Teamsters Annuity Plan plan assets changed over time? ▼
Where does Arizona Laborers & Teamsters Annuity Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Arizona Laborers & Teamsters Annuity Plan? ▼
Next read for Arizona Laborers & Teamsters Annuity Pla…
Filing takeaways
Ways to act on Arizona Laborers & Teamsters Annuity Plan's numbers.
- By total assets, Arizona Laborers & Teamsters Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Arizona. Compare plans
- Board of Trustees Arizona Laborers & Teamsters Annuity Plan's sponsor-wide assets have declined 8.7% since 2022 across 3 plan years on file. More Construction plans