Money Purchase · DOL Form 5500 · 2024
Board of Trustees, Teamsters Local Union No 572 Retirement Benefit Pla Money Purchase Plan
Data updated 2026-08-11
- $5M
- Total assets
- 1,975
- Participants
- 42nd
- Percentile by assets
- $2,583
- Avg per participant
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.
- 42nd percentile by assets (of 123,622 plans)
- #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.
- $5M
- total plan assets (2024 EOY)
- 1,975
- covered participants
- 42nd
- percentile by assets (of 123,622 plans)
- $2,583
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Teamsters Local Union No 572 Retirement Benefit Pl reports 1,975 participants - 3.1x that state average ($5M EOY assets).
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)
| 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.
Teamsters Local Union No 572 Retirement Benefit Pl vs. nearby Money Purchase plans in California, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Teamsters Local Union No 572 Retirement Benefit Pl by total assets, not by location.
Frequently Asked Questions
How did Teamsters Local Union No 572 Retirement Benefit Pl assets move in 2024? ▼
How have Board of Trustees, Teamsters Local Union No 572 Retirement Benefit Pla plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Teamsters Local Union No 572 Retirement Benefit Pl? ▼
Next read for Teamsters Local Union No 572 Retirement …
Filing takeaways
Ways to act on Teamsters Local Union No 572 Retirement Benefit Pl's numbers.
- By total assets, Teamsters Local Union No 572 Retirement Benefit Pl ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Board of Trustees, Teamsters Local Union No 572 Retirement Benefit Pla's sponsor-wide assets have grown 19.7% since 2022 across 3 plan years on file. More Transportation & Warehousing plans