Money Purchase · DOL Form 5500 · 2024
Board of Trustees, Teamsters Local Union No 572 Retirement Benefit Pla Money Purchase Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 1,975
- Participants Near avg headcount
- 42nd
- Percentile by assets National rank
- $2,583
- Avg per participant Low balance/head
Official DOL plan name: Teamsters Local Union No 572 Retirement Benefit Pl · Sponsored by Board of Trustees, Teamsters Local Union No 572 Retirement Benefit Pla · California · Transportation & Warehousing
$5M in assets, 1,975 participants
Board of Trustees, Teamsters Local Union No 572 Retirement Benefit Pla's Teamsters Local Union No 572 Retirement Benefit Pl reported $5M in total assets and 1,975 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #1,429 in Transportation & Warehousing (3,299 peers)
Coverage in California
Teamsters Local Union No 572 Retirement Benefit Pl covers 1,975 participants in California, 3.1x the typical California plan (state average ~630 per filing). Assets: $5M.
- #1,429
- in Transportation & Warehousing (3,299 peers)
- +8.2%
- assets growth YoY
Teamsters Local Union No 572 Retirement Benefit Pl's mid-pack asset rank among Transportation & Warehousing and all filers
Teamsters Local Union No 572 Retirement Benefit Pl vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,100,582 42nd percentile higher than 42% 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 572 Retirement Benefit Pl'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 572 Retirement Benefit Pl lands in the large band (1,975 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Teamsters Local Union No 572 Retirement Benefit Pl reported net income rose from $355K in the plan year 2023 filing to $451K in the plan year 2024 filing.
- Teamsters Local Union No 572 Retirement Benefit Pl reported participants rose from 1,568 in the plan year 2023 filing to 1,975 in the plan year 2024 filing.
- Teamsters Local Union No 572 Retirement Benefit Pl end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
DOL schedule card
Filing strip 956983367 · Board of Trustees, Teamsters Local Union No 572 Retirement Benefit Pla PY 2024 · Money Purchase
Teamsters Local Union No 572 Retirement Benefit Pl · $5M · 1,975 · 42nd
- EBSA $5M
- EBSA 1,975
- EBSA 42nd
- EBSA Money Purchase
- EBSA near North American Construction LP Davis-Bacon Pension Plan and Trust
- EBSA ind #1429
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 California →
Teamsters Local Union No 572 Retirement Benefit Pl in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $451K |
| Employer EIN | 956983367 |
| Plan Effective Date | 1994-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Teamsters Local Union No 572 Retirement Benefit Pla)
Sponsor-wide plan assets over time
All Board of Trustees, Teamsters Local Union No 572 Retirement Benefit Pla plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 19.701344022304152% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,285 | $4M |
| 2023 | 1 | 1,568 | $5M |
| 2024 | 1 | 1,975 | $5M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
- Carpenters Annuity Trust Fund for Northern California $3.5B · 24,741
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
Teamsters Local Union No 572 Retirement Benefit Pl's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is North American Construction LP Davis-Bacon Pension Plan and Trust in TX ($5M); by covered participants it is UPS/Ipa Defined Contribution Money Purchase Pension Plan in KY (1,984 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,975 participants); asset peers above are excluded.
- UPS/Ipa Defined Contribution Money Purchase Pension Plan (KY) 1,984 · 9 off
- Money Purchase Pension Plan of Wake Forest University Health Sciences (NC) 1,997 · 22 off
- West Virginia University Medical Corporation Retirement Plan (WV) 1,946 · 29 off
- Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan (WI) 2,028 · 53 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.