Defined Benefit (Pension) · DOL Form 5500 · 2024
Bd of Trust Sw. PA & W. Md. Area Teamsters & Employers Pension Fund Pension Plan
Data updated 2026-08-25
- $150M
- Total assets Near avg plan size
- 432
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $348,209
- Avg per participant High balance/head
Official DOL plan name: Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund · Sponsored by Bd of Trust Sw. PA & W. Md. Area Teamsters & Employers Pension Fund · Pennsylvania · Transportation & Warehousing
$150M in assets, 432 participants
Bd of Trust Sw. PA & W. Md. Area Teamsters & Employers Pension Fund's Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund reported $150M in total assets and 432 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,003 in Transportation & Warehousing (3,299 peers)
Where Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund sits by assets
Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund sits in the top 10% of all filed plans by assets, $150M for 432 participants (~$348,209/participant), up 541.0% in 2024.
- #3,003
- in Transportation & Warehousing (3,299 peers)
- +541.0%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund's outsized position by total assets
Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$150,426,236 Top 7% higher than 93% 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
Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund sits mid-pack in the medium band (432 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund reported net income rose from -$6M in the plan year 2023 filing to $127M in the plan year 2024 filing.
- Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund end-of-year assets rose from $23M in the plan year 2023 filing to $150M in the plan year 2024 filing.
- Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund reported participants fell from 463 in the plan year 2023 filing to 432 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 251046087 · Bd of Trust Sw. PA & W. Md. Area Teamsters & Employers Pension Fund PY 2024 · Defined Benefit (Pension)
Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund · $150M · 432 · 93rd
- BOY $150M
- SCH 432
- EBSA 93rd
- PART Defined Benefit (Pension)
- TYPE near Mitsubishi Motors North America, Inc. Retirement Plan
- NET ind #3003
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 Pennsylvania →
Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $150M |
| Net Income | $127M |
| Employer EIN | 251046087 |
| Plan Effective Date | 1956-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trust Sw. PA & W. Md. Area Teamsters & Employers Pension Fund)
Sponsor-wide plan assets over time
All Bd of Trust Sw. PA & W. Md. Area Teamsters & Employers Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $150M 401.6705182506518% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 456 | $30M |
| 2023 | 1 | 463 | $23M |
| 2024 | 1 | 432 | $150M |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $12.2B · 28,308
- Steelworkers Pension Trust $7.2B · 46,110
- The PNC Financial Services Group, Inc. Pension Plan $5.5B · 58,779
- The Bank of New York Mellon Corporation Pension Plan $5.2B · 6,387
- Constellation Retirement Program $5.0B · 4,809
Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Mitsubishi Motors North America, Inc. Retirement Plan in TN ($150M); by covered participants it is Shell Federal Credit Union Retirement Pension Plan in TX (432 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($150M here).
Similar participant headcount
Nearest other-state filings by covered participants (432 participants); asset peers above are excluded.
- Shell Federal Credit Union Retirement Pension Plan (TX) 432 · 0 off
- Paper Products, Misc. Chauffeurs, Warehousemen, Helpers, Messengers, Production & Office Workers Pension Fund (NY) 432 · 0 off
- Ideal Industries, Inc. Retirement Plan (IL) 433 · 1 off
- Sheet Metal Workers Local No. 4 Pension Plan (TN) 433 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.