Other
2024 plan-year Other DOL Form 5500

Teamsters Local Union No. 727 Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees of Teamsters Local Union No. 727 Pension Plan · Illinois · Other Services

What the 2023 filing shows

Teamsters Local Union No. 727 Pension Plan holds $607M for 2,295 participants — about $264,354 per participant, up 10.1% over the 2024 plan year.

$607M
total plan assets (2024 EOY)
2,295
covered participants
$264,354
avg assets per participant
+10.1%
assets growth YoY
Total Assets (2023)
$607M
Participants
2,295
State
Industry
Other Services

What the Filing Says About Teamsters Local Union No. 727 Pension Plan

Teamsters Local Union No. 727 Pension Plan is a Other retirement plan sponsored by Board of Trustees of Teamsters Local Union No. 727 Pension Plan, headquartered in Illinois. As of the 2024 Form 5500 filing, the plan reports $607M in total end-of-year assets and covers 2,295 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 366102397, and the plan has been effective since 1963-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $551M at the beginning of 2024 to $607M at year-end — a gain of 10.1%. Net assets (after liabilities) closed the year at $606M, with reported net income of $56M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$551M
Total Assets (End of Year)$607M
Net Assets (End of Year)$606M
Net Income$56M
Plan TypeOther
Employer EIN366102397
Plan Effective Date1963-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Teamsters Local Union No. 727 Pension Plan)

Year Plans Participants Total Assets
2022 1 2,423 $505M
2023 1 2,350 $551M
2024 1 2,295 $607M

Nearby Other Plans in Illinois

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Teamsters Local Union No. 727 Pension Plan?
As of the 2024 Form 5500 filing, Teamsters Local Union No. 727 Pension Plan holds $607M in total assets with 2,295 participants. It is sponsored by Board of Trustees of Teamsters Local Union No. 727 Pension Plan.
What type of plan is Teamsters Local Union No. 727 Pension Plan?
Teamsters Local Union No. 727 Pension Plan is a Other plan. It has been effective since 1963-06-01. The plan is filed with the U.S. Department of Labor under EIN 366102397.
Who sponsors the Teamsters Local Union No. 727 Pension Plan?
Teamsters Local Union No. 727 Pension Plan is sponsored by Board of Trustees of Teamsters Local Union No. 727 Pension Plan, located in Illinois. The sponsor's EIN is 366102397 and the plan operates in the Other Services industry.
How did Teamsters Local Union No. 727 Pension Plan perform in 2024?
Teamsters Local Union No. 727 Pension Plan grew by 10.1% during 2024, moving from $551M to $607M in total assets. Net income was $56M.
Where can I find official filings for Teamsters Local Union No. 727 Pension Plan?
Official Form 5500 filings for Teamsters Local Union No. 727 Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 366102397 or plan name at efast.dol.gov.
How does Teamsters Local Union No. 727 Pension Plan compare to other plans?
You can compare Teamsters Local Union No. 727 Pension Plan against other Other plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 366102397.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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