401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-06

$1.5B
Total assets
152,665
Participants
99th
Percentile by assets
$9,670
Avg per participant
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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.

  • 99th percentile by assets (of 116,472 plans)
  • #3,073 in Transportation & Warehousing (3,127 peers)

Coverage in Pennsylvania

Teamsters-National 401(k) Savings Plan covers 152,665 participants in Pennsylvania, 185x the typical Pennsylvania plan (state average ~824 per filing). Assets: $1.5B.

$1.5B
total plan assets (2024 EOY)
152,665
covered participants
99th
percentile by assets (of 116,472 plans)
$9,670
avg assets per participant

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 →

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 824 participants across 5,360 plans. Teamsters-National 401(k) Savings Plan reports 152,665 participants - 185x that state average ($1.5B EOY assets).

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)

$1.35B$1.4B$1.45B$1.5B 202220232024 $1.39B $1.48B ▲ +6.5%
Total plan assets by year, all Board of Trustees of the Teamsters- National 401(k) Savings Plan Trust plans on file
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

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 4…Comcast Corporation …The Cigna Group 401(…The Vanguard Retirem…Thermo Fisher Scient…The PNC Financial Se…
Teamsters-National 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

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 (0.013% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.17% of 89,805,449 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

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Teamsters-National 401(k) Savings Plan by total assets, not by location.

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 116,472 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).

Filing takeaways

Ways to act on Teamsters-National 401(k) Savings Plan's numbers.