Profit Sharing · DOL Form 5500 · 2024

Teamsters Local Union No. 25 Profit Sharing Plan

Data updated 2026-08-25

$83M
Total assets Below avg plan size
1,222
Participants Near avg headcount
89th
Percentile by assets National rank
$67,757
Avg per participant Below avg balance/head
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Official DOL plan name: Teamsters Local 25 Investment Plan · Sponsored by Teamsters Local Union No. 25 · Massachusetts · Transportation & Warehousing

$83M in assets, 1,222 participants

Teamsters Local Union No. 25's Teamsters Local 25 Investment Plan reported $83M in total assets and 1,222 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,866 in Transportation & Warehousing (3,299 peers)

Where Teamsters Local 25 Investment Plan sits by assets

Teamsters Local 25 Investment Plan sits in the top quartile of all filed plans by assets, $83M for 1,222 participants (~$67,757/participant), up 13.0% in 2024.

#2,866
in Transportation & Warehousing (3,299 peers)
+13.0%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Teamsters Local 25 Investment Plan's outsized position by total assets

Teamsters Local 25 Investment Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$82,799,557 Top 11% higher than 89% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Teamsters Local 25 Investment 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 25 Investment Plan lands in the large band (1,222 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Teamsters Local 25 Investment Plan reported net income fell from $16M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Teamsters Local 25 Investment Plan end-of-year assets rose from $73M in the plan year 2023 filing to $83M in the plan year 2024 filing.
  • Teamsters Local 25 Investment Plan reported participants rose from 1,194 in the plan year 2023 filing to 1,222 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 263147388 · Teamsters Local Union No. 25 PY 2024 · Profit Sharing

Teamsters Local 25 Investment Plan · $83M · 1,222 · 89th

  • VS-ST $83M
  • BOY 1,222
  • SCH 89th
  • EBSA Profit Sharing
  • PART near Sheet Metal Workers Local 22 - Annuity Fund
  • TYPE ind #2866

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 Massachusetts →

Teamsters Local 25 Investment Plan in the asset neighbourhood

Operating Engineers Local No 37 Severance & Annuity FundOperating Engineers Local No…$83MAvantus Frozen Retirement PlanAvantus Frozen Retirement Pl…$83MTeamsters Local 25 Investment PlanTeamsters Local 25 Investmen…$83MSheet Metal Workers Local 22 - Annuity FundSheet Metal Workers Local 22…$83MSmart Local 137 Annuity Fund$82M
End-of-year total assets ($M) among Teamsters Local 25 Investment Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$83M
Net Income$9M
Employer EIN263147388
Plan Effective Date1994-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Teamsters Local Union No. 25)

Sponsor-wide plan assets over time

All Teamsters Local Union No. 25 plans reported in each filing year

Latest sponsor-wide plan assets
$83M 44.00669286860432% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $57.5M $82.8M ▲ +44.0%
Year Plans Participants Total Assets
2022 1 934 $57M
2023 1 1,194 $73M
2024 1 1,222 $83M

Nearby Profit Sharing Plans in Massachusetts

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Teamsters Local 25 Investment Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants Teamsters Local 25 Investment Plan, Total assets ($B): 0.082799557 · Participants: 1222Teamsters Local 25 Investment PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 16.746508173 · Participants: 76559Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.11674253 · Participants: 14037Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.93023844 · Participants: 5518Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.685607607 · Participants: 6385The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.656271721 · Participants: 3065Sheet Metal Workers Local 17 Annuity Income Fund
Teamsters Local 25 Investment Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Teamsters Local 25 Investment Plan side-by-side with 3 peers →

Teamsters Local 25 Investment Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Sheet Metal Workers Local 22 - Annuity Fund in NJ ($83M); by covered participants it is Brown Physicians, Inc. 401(a) Plan in RI (1,225 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($83M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,222 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Teamsters Local 25 Investment Plan assets move in 2024? ▼
Teamsters Local 25 Investment Plan grew at a solid clip - up 13.0% during 2024, from $73M to $83M. Reported net income was $9M.
How have Teamsters Local Union No. 25 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Teamsters Local Union No. 25's sponsor-wide assets grew 44.0%, from $57M to $83M.
Where does Teamsters Local 25 Investment Plan rank by assets among Form 5500 filers? ▼
Teamsters Local 25 Investment Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Teamsters Local 25 Investment Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Sheet Metal Workers Local 22 - Annuity Fund in NJ ($83M, 241 participants).
Which Profit Sharing plans cover a similar participant headcount to Teamsters Local 25 Investment Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Brown Physicians, Inc. 401(a) Plan in RI (1,225 participants, $326M in assets).

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 263147388.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.