Other
2024 plan-year Other DOL Form 5500

Teamsters Local 617 Pension Fund

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

Sponsored by Board of Trustees of Teamsters Local 617 Pension Fund · New Jersey · Transportation & Warehousing

What the 2023 filing shows

Teamsters Local 617 Pension Fund holds $161M for 4 participants — about $40.2M per participant, down 1.2% over the 2024 plan year.

$161M
total plan assets (2024 EOY)
4
covered participants
$40.2M
avg assets per participant
-1.2%
assets change YoY

The plan reported a net loss of $1M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$161M
Participants
4
State
Industry
Transportation & Warehousing

What the Filing Says About Teamsters Local 617 Pension Fund

Teamsters Local 617 Pension Fund is a Other retirement plan sponsored by Board of Trustees of Teamsters Local 617 Pension Fund, headquartered in New Jersey. As of the 2024 Form 5500 filing, the plan reports $161M in total end-of-year assets and covers 4 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 237356773, and the plan has been effective since 1974-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $163M at the beginning of 2024 to $161M at year-end — a decline of 1.2%. Net assets (after liabilities) closed the year at $160M, with reported net income of $-1,290,367 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)$163M
Total Assets (End of Year)$161M
Net Assets (End of Year)$160M
Net Income$-1,290,367
Plan TypeOther
Employer EIN237356773
Plan Effective Date1974-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Teamsters Local 617 Pension Fund)

Year Plans Participants Total Assets
2022 1 5 $166M
2023 1 5 $163M
2024 1 4 $161M

Nearby Other Plans in New Jersey

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

Frequently Asked Questions

How much money is in the Teamsters Local 617 Pension Fund?
As of the 2024 Form 5500 filing, Teamsters Local 617 Pension Fund holds $161M in total assets with 4 participants. It is sponsored by Board of Trustees of Teamsters Local 617 Pension Fund.
What type of plan is Teamsters Local 617 Pension Fund?
Teamsters Local 617 Pension Fund is a Other plan. It has been effective since 1974-03-01. The plan is filed with the U.S. Department of Labor under EIN 237356773.
Who sponsors the Teamsters Local 617 Pension Fund?
Teamsters Local 617 Pension Fund is sponsored by Board of Trustees of Teamsters Local 617 Pension Fund, located in New Jersey. The sponsor's EIN is 237356773 and the plan operates in the Transportation & Warehousing industry.
How did Teamsters Local 617 Pension Fund perform in 2024?
Teamsters Local 617 Pension Fund declined by 1.2% during 2024, moving from $163M to $161M in total assets. Net income was $-1,290,367.
Where can I find official filings for Teamsters Local 617 Pension Fund?
Official Form 5500 filings for Teamsters Local 617 Pension Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 237356773 or plan name at efast.dol.gov.
How does Teamsters Local 617 Pension Fund compare to other plans?
You can compare Teamsters Local 617 Pension Fund against other Other plans on the plan type page, or view plans in New Jersey 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 237356773.

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.