Money Purchase · DOL Form 5500 · 2024
Board of Trustees of Teamsters Managed Annuity Money Purchase Plan
Data updated 2026-08-11
- $6M
- Total assets
- 154
- Participants
- 45th
- Percentile by assets
- $38,616
- Avg per participant
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.
- 45th percentile by assets (of 123,622 plans)
- #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.
- $6M
- total plan assets (2024 EOY)
- 154
- covered participants
- 45th
- percentile by assets (of 123,622 plans)
- $38,616
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Teamsters Managed Annuity Trust Fund reports 154 participants - about 24% of that state average ($6M EOY assets).
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)
| 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.
Teamsters Managed Annuity Trust Fund vs. nearby Money Purchase plans in California, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Teamsters Managed Annuity Trust Fund by total assets, not by location.
Frequently Asked Questions
How did Teamsters Managed Annuity Trust Fund assets move in 2024? ▼
How have Board of Trustees of Teamsters Managed Annuity plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Teamsters Managed Annuity Trust Fund? ▼
Next read for Teamsters Managed Annuity Trust Fund
Filing takeaways
Ways to act on Teamsters Managed Annuity Trust Fund's numbers.
- By total assets, Teamsters Managed Annuity Trust Fund ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Board of Trustees of Teamsters Managed Annuity's sponsor-wide assets have grown 9.5% since 2022 across 3 plan years on file. More Transportation & Warehousing plans