401(k) · DOL Form 5500 · 2024

Board of Trustees of the Teamsters- National 401(k) Savings Plan Trust 401(k) Plan

Data updated 2026-08-25

$1.5B
Total assets Very large vs avg
152,665
Participants Very large workforce
99th
Percentile by assets National rank
$9,670
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Teamsters-National 401(k) Savings Plan · Sponsored by Board of Trustees of the Teamsters- National 401(k) Savings Plan Trust · Pennsylvania · Transportation & Warehousing

$1.5B in assets, 152,665 participants

Board of Trustees of the Teamsters- National 401(k) Savings Plan Trust's Teamsters-National 401(k) Savings Plan reported $1.5B in total assets and 152,665 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

  • #3,239 in Transportation & Warehousing (3,299 peers)

Coverage in Pennsylvania

Teamsters-National 401(k) Savings Plan covers 152,665 participants in Pennsylvania, 186x the typical Pennsylvania plan (state average ~822 per filing). Assets: $1.5B.

#3,239
in Transportation & Warehousing (3,299 peers)
+3.9%
assets growth YoY
15×
vs typical plan assets (national mean)

Teamsters-National 401(k) Savings Plan's outsized position by total assets

Teamsters-National 401(k) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,476,214,910 Top 1% higher than 99% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Teamsters-National 401(k) Savings Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Teamsters-National 401(k) Savings Plan is a mega filing (152,665 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Teamsters-National 401(k) Savings Plan reported net income rose from $21M in the plan year 2023 filing to $55M in the plan year 2024 filing.
  • Teamsters-National 401(k) Savings Plan end-of-year assets rose from $1.4B in the plan year 2023 filing to $1.5B in the plan year 2024 filing.
  • Teamsters-National 401(k) Savings Plan reported participants fell from 155,329 in the plan year 2023 filing to 152,665 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 521967784 · Board of Trustees of the Teamsters- National 401(k) Savings Plan Trust PY 2024 · 401(k)

Teamsters-National 401(k) Savings Plan · $1.5B · 152,665 · 99th

  • VS-ST $1.5B
  • BOY 152,665
  • SCH 99th
  • EBSA 401(k)
  • PART near General Dynamics Corporation 401(k) Plan 3.0
  • TYPE ind #3239

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 Pennsylvania →

Teamsters-National 401(k) Savings Plan in the asset neighbourhood

Teamsters-National 401(k) Savings PlanTeamsters-National 401(k) Sa…$1.5BGeneral Dynamics Corporation 401(k) Plan 3.0General Dynamics Corporation…$1.5BThe Lubrizol Corporation Employees Profit Sharing and Savings PlanThe Lubrizol Corporation Emp…$1.5BThe J.M. Smucker Company Employee Savings PlanThe J.M. Smucker Company Emp…$1.5BEquifax Inc. 401(k) Plan$1.5B
End-of-year total assets ($B) among Teamsters-National 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$1.4B
Net Assets (End of Year)$1.5B
Net Income$55M
Employer EIN521967784
Plan Effective Date1996-02-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Teamsters- National 401(k) Savings Plan Trust)

Sponsor-wide plan assets over time

All Board of Trustees of the Teamsters- National 401(k) Savings Plan Trust plans reported in each filing year

Latest sponsor-wide plan assets
$1.5B 5.945135943263506% vs 2022
2024 filing year
$1.35B$1.4B$1.45B$1.5B 202220232024 $1.39B $1.48B ▲ +6.5%
Year Plans Participants Total Assets
2022 1 162,104 $1.4B
2023 1 155,329 $1.4B
2024 1 152,665 $1.5B

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Teamsters-National 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 050000100000150000200000 0510152025 Total assets ($B) Participants Teamsters-National 401(k) Savings Plan, Total assets ($B): 1.47621491 · Participants: 152665Teamsters-National 401(k) Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Teamsters-National 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Teamsters-National 401(k) Savings Plan side-by-side with 3 peers →

Scale composition for Teamsters-National 401(k) Savings Plan

Teamsters-National 401(k) Savings Plan reports $1.5B in end-of-year assets across 152,665 participants (0.012% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.16% of 93,925,755 covered participants) - about $9,670 per participant (7% of the national average assets-per-participant) . Net income for plan year 2024 was $55M.

This plan identity (EIN 521967784, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.4B to $1.5B (+5.9%) while covered participants moved from 162,104 to 152,665 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 162,104 $1.4B Open filing
2023 155,329 $1.4B Open filing
2024 · index core 152,665 $1.5B This page

Teamsters-National 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is General Dynamics Corporation 401(k) Plan 3.0 in VA ($1.5B); by covered participants it is Kaiser Permanente 401(k) Retirement Plan in CA (149,110 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.5B here).

Similar participant headcount

Nearest other-state filings by covered participants (152,665 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.

Frequently Asked Questions

How did Teamsters-National 401(k) Savings Plan assets move in 2024? ▼
Teamsters-National 401(k) Savings Plan edged up modestly - up 3.9% during 2024, from $1.4B to $1.5B. Reported net income was $55M.
How have Board of Trustees of the Teamsters- National 401(k) Savings Plan Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Teamsters- National 401(k) Savings Plan Trust's sponsor-wide assets grew 5.9%, from $1.4B to $1.5B.
Where does Teamsters-National 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Teamsters-National 401(k) Savings Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Teamsters-National 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is General Dynamics Corporation 401(k) Plan 3.0 in VA ($1.5B, 1,711 participants).
Which 401(k) plans cover a similar participant headcount to Teamsters-National 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kaiser Permanente 401(k) Retirement Plan in CA (149,110 participants, $22.5B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521967784.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.