Other · DOL Form 5500 · 2024
Board of Trustees Arizona Laborers & Teamsters Annuity Plan Retirement Plan
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 2,693
- Participants Above avg headcount
- 83rd
- Percentile by assets National rank
- $17,052
- Avg per participant Low balance/head
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.
- #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.
- #7,363
- in Construction (9,039 peers)
- -6.9%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
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.
Arizona Laborers & Teamsters Annuity Plan's outsized position 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
Arizona Laborers & Teamsters Annuity Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Arizona Laborers & Teamsters Annuity Plan lands in the large band (2,693 participants).
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.
Published 5500 schedule card
Filing strip 866084210 · Board of Trustees Arizona Laborers & Teamsters Annuity Plan PY 2024 · Other
Arizona Laborers & Teamsters Annuity Plan · $46M · 2,693 · 83rd
- SCH $46M
- EBSA 2,693
- PART 83rd
- TYPE Other
- NET near French American School of New York 403(b) DC Plan
- BOOK ind #7363
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 Construction retirement plans → · Plans in Arizona →
Arizona Laborers & Teamsters Annuity Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees Arizona Laborers & Teamsters Annuity Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $91M 8.656427162143766% vs 2022
- 2024 filing year
| 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.
- 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
Arizona Laborers & Teamsters Annuity Plan's out-of-state Other peers by assets and headcount
Outside Arizona, the nearest Other by assets is French American School of New York 403(b) DC Plan in NY ($46M); by covered participants it is Southeastern Carpenters and Millwrights Pension Plan in TN (2,695 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,693 participants); asset peers above are excluded.
- Southeastern Carpenters and Millwrights Pension Plan (TN) 2,695 · 2 off
- Sarco Employees Retirement Plan (PR) 2,696 · 3 off
- University of San Diego Defined Contribution Retirement Plan (CA) 2,690 · 3 off
- Maryland Electrical Industry Severance & Annuity Fund (WV) 2,686 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.