Employer · plans filed under one EIN
Central Pennsylvania Teamsters Pension Fund, Trustees
Wyomissing, PA · Transportation and warehousing
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
2 retirement plans with 100 or more participants file Form 5500 under Central Pennsylvania Teamsters Pension Fund, Trustees's employer identification number (Wyomissing, Pennsylvania). Their latest filings total 33,840 participant records and $2.28B in net assets.
The largest is Central Pennsylvania Teamsters Defined Benefit Plan, a defined benefit pension plan with 25,602 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $110M and participant contributions $0 in the latest plan years; benefits paid were $248M. Schedule C compensation reported to service provider organisations totalled $7.3M.
Combined net assets moved from $1.88B in 2009 to $2.28B in 2024 (up 21%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Central Pennsylvania Teamsters Defined Benefit Plan | defined benefit pension plan | 2024 | 25,602 | $1.49B | $58,095 | $18,476 | $4.8M |
| Central Pennsylvania Teamsters Retirement Income Plan 1987 | money purchase plan | 2024 | 8,238 | $795M | $96,501 | $3,692 | $2.5M |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 33,840 | $2.28B | $110M | $0 |
| 2023 | 2 | 34,958 | $2.24B | $110M | $0 |
| 2022 | 2 | 36,245 | $2.16B | $103M | $0 |
| 2021 | 2 | 36,606 | $2.52B | $91.4M | $0 |
| 2020 | 2 | 37,057 | $2.35B | $83.0M | $0 |
| 2019 | 2 | 36,341 | $2.27B | $77.3M | $0 |
| 2018 | 2 | 37,275 | $2.05B | $70.2M | $0 |
| 2017 | 2 | 38,431 | $2.37B | $67.8M | $0 |
| 2016 | 2 | 39,405 | $2.16B | $66.2M | $0 |
| 2015 | 2 | 40,542 | $2.14B | $64.0M | $0 |
| 2014 | 2 | 41,444 | $2.30B | $62.2M | $0 |
| 2013 | 2 | 42,348 | $2.33B | $60.3M | $0 |
| 2012 | 2 | 43,412 | $2.06B | $59.5M | $0 |
| 2011 | 2 | 44,579 | $1.91B | $57.1M | $0 |
| 2010 | 2 | 45,565 | $2.04B | $51.7M | $0 |
| 2009 | 2 | 47,099 | $1.88B | $64.2M | $0 |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Washington Capital Management, Inc. | Investment management | 2 | $1,383,044 |
| Westfield Capital MGMT Co.lp | Investment management | 2 | $932,145 |
| Intercontinental R/e Corporation | Investment management | 2 | $777,628 |
| Great Lakes Advisors, LLC | Investment management | 2 | $740,254 |
| Morgan, Lewis, & Bockius LLP | Legal | 2 | $705,360 |
| Loomis Sayles Trust Company | Investment management | 2 | $600,680 |
| Sierra Investment Partners, Inc. | Investment management | 2 | $543,217 |
| Hamilton Lane Advisors, LLC | Investment management | 2 | $526,248 |
| Investment Performance Services | Investment advisory (plan) | 2 | $380,000 |
| Northern Trust Company | Custodial (securities) | 2 | $157,926 |
| Novak Francella LLC | Accounting (including auditing) | 2 | $139,543 |
| Essex Technology Group | Recordkeeping and information management | 2 | $113,817 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Central Pennsylvania Teamsters Pension Fund, Trustees have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Central Pennsylvania Teamsters Defined Benefit Plan and Central Pennsylvania Teamsters Retirement Income Plan 1987. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Central Pennsylvania Teamsters Pension Fund, Trustees contribute to its plans?
$110,134,618 in employer contributions across these plans in their latest plan years, about $12,719 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Washington Capital Management, Inc., Westfield Capital MGMT Co.lp, Intercontinental R/e Corporation and Great Lakes Advisors, LLC and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.