Central Pennsylvania Teamsters Pension Fund, Trustees retirement plan: assets, participants and fees
What Central Pennsylvania Teamsters Pension Fund, Trustees' retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Essex Technology Group Inc | Schedule C ↗ |
| Independent auditor | Novak Francella, LLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 53 defined-contribution plans in transportation and warehousing with 5,000 to 9,999 participants.
| Central Pennsylvania Teamsters Pension Fund, Trustees: employer contribution per participant | $1,511 | |
| Peer median | $2,217 |
| Central Pennsylvania Teamsters Pension Fund, Trustees: average balance | $96,501 | |
| Peer median | $65,929 |
| Central Pennsylvania Teamsters Pension Fund, Trustees: admin expenses ÷ assets | 0.45% | |
| Peer median | 0.12% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $855M at the end of plan year 2023 to $795M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 8,238 | $795M | $12.4M | $1,511 | 0.45% | Not published | Form 5500 ↗ |
| 2023 | 8,737 | $855M | $11.4M | $1,309 | 0.43% | Not published | Form 5500 ↗ |
Other Central Pennsylvania Teamsters Pension Fund, Trustees plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Central Pennsylvania Teamsters Defined Benefit Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Joseph J. Samolewicz | Schedule C ↗ |
| Independent auditor | Novak Francella, LLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Central Pennsylvania Teamsters Pension Fund, Trustees match 401(k) contributions?
The match terms for the Central Pennsylvania Teamsters Retirement Income Plan 1987 have not been published from its filing yet. The plan year 2024 filing reports $12.4M in employer contributions, about $1,511 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Central Pennsylvania Teamsters Pension Fund, Trustees 401(k) match vested?
The vesting schedule for the Central Pennsylvania Teamsters Retirement Income Plan 1987 is not in the data published so far. Your Summary Plan Description states it.
Who manages the Central Pennsylvania Teamsters Pension Fund, Trustees 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Essex Technology Group Inc. The plan administrator is Central Pennsylvania Teamsters Pension Fund, Trustees.
I left Central Pennsylvania Teamsters Pension Fund, Trustees. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Central Pennsylvania Teamsters Pension Fund, Trustees, (610) 320-5500) or the recordkeeper, Essex Technology Group Inc. The Central Pennsylvania Teamsters Pension Fund, Trustees old 401(k) page lists the contacts from every plan filing. Find an old Central Pennsylvania Teamsters Pension Fund, Trustees 401(k)
Data from the public Form 5500 annual reports Central Pennsylvania Teamsters Pension Fund, Trustees filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Central Pennsylvania Teamsters Pension Fund, Trustees. Not financial advice. Report a correction · Methodology