Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees of Teamsters Local Union No. 727 Pension Plan Pension Plan
Data updated 2026-08-25
- $607M
- Total assets Above avg plan size
- 2,295
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $264,354
- Avg per participant High balance/head
Official DOL plan name: Teamsters Local Union No. 727 Pension Plan · Sponsored by Board of Trustees of Teamsters Local Union No. 727 Pension Plan · Illinois · Other Services
$607M in assets, 2,295 participants
Board of Trustees of Teamsters Local Union No. 727 Pension Plan's Teamsters Local Union No. 727 Pension Plan reported $607M in total assets and 2,295 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #7,680 in Other Services (7,719 peers)
Coverage in Illinois
Teamsters Local Union No. 727 Pension Plan covers 2,295 participants in Illinois, 2.9x the typical Illinois plan (state average ~779 per filing). Assets: $607M.
- #7,680
- in Other Services (7,719 peers)
- +10.1%
- assets growth YoY
- 6.1×
- vs typical plan assets (national mean)
Teamsters Local Union No. 727 Pension Plan's outsized position by total assets
Teamsters Local Union No. 727 Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$606,691,503 Top 2% higher than 98% 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
Teamsters Local Union No. 727 Pension Plan'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. Teamsters Local Union No. 727 Pension Plan lands in the large band (2,295 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Teamsters Local Union No. 727 Pension Plan reported net income rose from $45M in the plan year 2023 filing to $56M in the plan year 2024 filing.
- Teamsters Local Union No. 727 Pension Plan end-of-year assets rose from $551M in the plan year 2023 filing to $607M in the plan year 2024 filing.
- Teamsters Local Union No. 727 Pension Plan reported participants fell from 2,350 in the plan year 2023 filing to 2,295 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 366102397 · Board of Trustees of Teamsters Local Union No. 727 Pension Plan PY 2024 · Defined Benefit (Pension)
Teamsters Local Union No. 727 Pension Plan · $607M · 2,295 · 98th
- VS-ST $607M
- VS-ST 2,295
- VS-ST 98th
- VS-ST Defined Benefit (Pension)
- VS-ST near Retirement Plan for Children's Hospital & Research Center at Oakland
- VS-ST ind #7680
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 Other Services retirement plans → · Plans in Illinois →
Teamsters Local Union No. 727 Pension Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $551M |
|---|---|
| Net Assets (End of Year) | $606M |
| Net Income | $56M |
| Employer EIN | 366102397 |
| Plan Effective Date | 1963-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Teamsters Local Union No. 727 Pension Plan)
Sponsor-wide plan assets over time
All Board of Trustees of Teamsters Local Union No. 727 Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $607M 20.11171044423011% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,423 | $505M |
| 2023 | 1 | 2,350 | $551M |
| 2024 | 1 | 2,295 | $607M |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $48.2B · 36,799
- State Farm Insurance Companies Retirement Plan for United States Employees $37.7B · 41,619
- GE Healthcare Pension Plan $13.7B · 5,554
- Abbott Laboratories Annuity Retirement Plan $8.6B · 17,875
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.2B · 20,984
Teamsters Local Union No. 727 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Children's Hospital & Research Center at Oakland in CA ($607M); by covered participants it is Csx Pension Plan in FL (2,293 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($607M here).
- Retirement Plan for Children's Hospital & Research Center at Oakland (CA) $607M · 1,652
- Local 338 Retirement Fund (NY) $607M · 1,782
- Tiffany and Company Pension Plan (NY) $606M · 819
- Banco Popular De Puerto Rico Retirement Plan (PR) $607M · 1,845
Similar participant headcount
Nearest other-state filings by covered participants (2,295 participants); asset peers above are excluded.
- Csx Pension Plan (FL) 2,293 · 2 off
- Iron Workers District Council of New England Pension Fund (MA) 2,297 · 2 off
- Local 68 Engineers Union Pension Plan (NJ) 2,298 · 3 off
- Retirement Plan for Draper Employees (MA) 2,288 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.