Money Purchase · DOL Form 5500 · 2024
Board of Trustees of Teamsters Managed Annuity Money Purchase Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 154
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $38,616
- Avg per participant Low balance/head
Official DOL plan name: Teamsters Managed Annuity Trust Fund · Sponsored by Board of Trustees of Teamsters Managed Annuity · California · Transportation & Warehousing
$6M in assets, 154 participants
Board of Trustees of Teamsters Managed Annuity's Teamsters Managed Annuity Trust Fund reported $6M in total assets and 154 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.
- #1,529 in Transportation & Warehousing (3,299 peers)
Coverage in California
Teamsters Managed Annuity Trust Fund covers 154 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $6M.
- #1,529
- in Transportation & Warehousing (3,299 peers)
- +5.0%
- assets growth YoY
Teamsters Managed Annuity Trust Fund's mid-pack asset rank among Transportation & Warehousing and all filers
Teamsters Managed Annuity Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,946,885 45th percentile higher than 45% 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
Teamsters Managed Annuity Trust Fund 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. Teamsters Managed Annuity Trust Fund sits mid-pack in the medium band (154 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Teamsters Managed Annuity Trust Fund reported net income rose from $254K in the plan year 2023 filing to $285K in the plan year 2024 filing.
- Teamsters Managed Annuity Trust Fund reported participants fell from 169 in the plan year 2023 filing to 154 in the plan year 2024 filing.
- Teamsters Managed Annuity Trust Fund end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 943138275 · Board of Trustees of Teamsters Managed Annuity PY 2024 · Money Purchase
Teamsters Managed Annuity Trust Fund · $6M · 154 · 45th
- IND $6M
- EOY 154
- 5500 45th
- ASSETS Money Purchase
- PCT near United Automotive Association Pension Plan
- EIN ind #1529
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 Transportation & Warehousing retirement plans → · Plans in California →
Teamsters Managed Annuity Trust Fund in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $285K |
| Employer EIN | 943138275 |
| Plan Effective Date | 1991-05-21 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Teamsters Managed Annuity)
Sponsor-wide plan assets over time
All Board of Trustees of Teamsters Managed Annuity plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 9.526342359040813% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 151 | $5M |
| 2023 | 1 | 169 | $6M |
| 2024 | 1 | 154 | $6M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
- Carpenters Annuity Trust Fund for Northern California $3.5B · 24,741
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
Teamsters Managed Annuity Trust Fund's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is United Automotive Association Pension Plan in MO ($6M); by covered participants it is Safety Marking, Inc. Money Purchase Pension Plan in CT (154 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (154 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.