Transport Workers Union of America Local 513 retirement plan: assets, participants and fees
What Transport Workers Union of America Local 513's 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 | T Rowe Price Rps Inc | Schedule C ↗ |
| Independent auditor | Edwards and Leathers, PC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,836 defined-contribution plans in transportation and warehousing with 100 to 499 participants.
| Transport Workers Union of America Local 513: employer contribution per participant | $1,668 | |
| Peer median | $1,076 |
| Transport Workers Union of America Local 513: average balance | $30,070 | |
| Peer median | $31,804 |
| Transport Workers Union of America Local 513: admin expenses ÷ assets | 1.03% | |
| Peer median | 0.46% |
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 $10.2M at the end of plan year 2021 to $7.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 336 | $7.6M | $422K | $1,668 | 1.03% | Not published | Form 5500 ↗ |
| 2023 | 252 | $10.1M | $429K | $2,005 | 0.78% | Not published | Form 5500 ↗ |
| 2022 | 200 | $9.6M | $449K | $2,427 | 0.64% | Not published | Form 5500 ↗ |
| 2021 | 172 | $10.2M | $417K | $2,625 | 0.59% | Not published | Form 5500 ↗ |
Common questions
Does Transport Workers Union of America Local 513 match 401(k) contributions?
The match terms for the Transport Workers Union of America Local 513 Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $422K in employer contributions, about $1,668 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Transport Workers Union of America Local 513 401(k) match vested?
The vesting schedule for the Transport Workers Union of America Local 513 Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Transport Workers Union of America Local 513 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is T Rowe Price Rps Inc. The plan administrator is Transport Workers Union of America Local 513.
I left Transport Workers Union of America Local 513. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Transport Workers Union of America Local 513, (817) 240-1881) or the recordkeeper, T Rowe Price Rps Inc. The Transport Workers Union of America Local 513 old 401(k) page lists the contacts from every plan filing. Find an old Transport Workers Union of America Local 513 401(k)
Data from the public Form 5500 annual reports Transport Workers Union of America Local 513 filed with the U.S. Department of Labor (plan years 2021 and 2022 and 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 Transport Workers Union of America Local 513. Not financial advice. Report a correction · Methodology