Defined Benefit (Pension) · DOL Form 5500 · 2024
Trustees of Nys Teamsters Conference Pension Plan
Data updated 2026-08-25
- $2.8B
- Total assets Very large vs avg
- 9,522
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $297,030
- Avg per participant High balance/head
Official DOL plan name: New York State Teamsters Conference Pension & Retirement Fund · Sponsored by Trustees of Nys Teamsters Conference · New York · Transportation & Warehousing
$2.8B in assets, 9,522 participants
Trustees of Nys Teamsters Conference's New York State Teamsters Conference Pension & Retirement Fund reported $2.8B in total assets and 9,522 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.
- #3,269 in Transportation & Warehousing (3,299 peers)
Coverage in New York
New York State Teamsters Conference Pension & Retirement Fund covers 9,522 participants in New York, 12x the typical New York plan (state average ~798 per filing). Assets: $2.8B.
- #3,269
- in Transportation & Warehousing (3,299 peers)
- -0.7%
- assets change YoY
- 28×
- vs typical plan assets (national mean)
The plan reported a net loss of $27M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
New York State Teamsters Conference Pension & Retirement Fund's outsized position by total assets
New York State Teamsters Conference Pension & Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,828,316,611 Top 1% higher than 99% 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
New York State Teamsters Conference Pension & Retirement Fund'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. New York State Teamsters Conference Pension & Retirement Fund lands in the large band (9,522 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- New York State Teamsters Conference Pension & Retirement Fund reported net income fell from $51M in the plan year 2023 filing to -$27M in the plan year 2024 filing.
- New York State Teamsters Conference Pension & Retirement Fund reported participants fell from 10,056 in the plan year 2023 filing to 9,522 in the plan year 2024 filing.
- New York State Teamsters Conference Pension & Retirement Fund end-of-year assets fell from $2.8B in the plan year 2023 filing to $2.8B in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 166063585 · Trustees of Nys Teamsters Conference PY 2024 · Defined Benefit (Pension)
New York State Teamsters Conference Pension & Retirement Fund · $2.8B · 9,522 · 99th
- BOOK $2.8B
- VS-ST 9,522
- BOY 99th
- SCH Defined Benefit (Pension)
- EBSA near Pace Industry Union-Management Pension Fund
- PART ind #3269
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 New York →
New York State Teamsters Conference Pension & Retirement Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $2.8B |
|---|---|
| Net Assets (End of Year) | $2.8B |
| Net Income | -$27M |
| Employer EIN | 166063585 |
| Plan Effective Date | 1954-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Nys Teamsters Conference)
Sponsor-wide plan assets over time
All Trustees of Nys Teamsters Conference plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.8B 8.192641747301424% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9,974 | $3.1B |
| 2023 | 1 | 10,056 | $2.8B |
| 2024 | 1 | 9,522 | $2.8B |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
Scale composition for New York State Teamsters Conference Pension & Retirement Fund
New York State Teamsters Conference Pension & Retirement Fund reports $2.8B in end-of-year assets across 9,522 participants (0.023% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $297,030 per participant (2.1x the national average assets-per-participant) . Net income for plan year 2024 was -$27M.
This plan identity (EIN 166063585, plan #074) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.1B to $2.8B (-8.2%) while covered participants moved from 9,974 to 9,522 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,974 | $3.1B | Open filing |
| 2023 | 10,056 | $2.8B | Open filing |
| 2024 · index core | 9,522 | $2.8B | This page |
New York State Teamsters Conference Pension & Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Pace Industry Union-Management Pension Fund in TN ($2.8B); by covered participants it is Umass Memorial Health Care Pension Plan in MA (9,506 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.8B here).
- Pace Industry Union-Management Pension Fund (TN) $2.8B · 3,134
- Willis Towers Watson Pension Plan for U.S. Employees (VA) $2.8B · 10,677
- University of Pennsylvania Health Sysytem Pension Plan (PA) $2.8B · 7,714
- Frontier Communications Pension Plan (CT) $2.8B · 11,190
Similar participant headcount
Nearest other-state filings by covered participants (9,522 participants); asset peers above are excluded.
- Umass Memorial Health Care Pension Plan (MA) 9,506 · 16 off
- Laboratory Corporation of America Holdings Cash Balance Retirement Plan (NC) 9,540 · 18 off
- Ufcw-Giant Variable Annuity Fund (MD) 9,542 · 20 off
- Kohler Co. Pension Plan (WI) 9,560 · 38 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.