Plan Ledger DOL Form 5500 · updated monthly

Board of Trustees Teamsters Local 830 Retirement Savings Plan401(k)

TEAMSTERS LOCAL 830 RETIREMENT SAVINGS PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.76%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Board of Trustees Teamsters Local 830 Retirement Savings Plan reported $775,810 in plan administrative expenses for 2024: 0.76% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,932 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.53% to 0.76%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 447th-largest of 3,651 plans among Pennsylvania employers on file, and the 232nd of 2,677 in transportation & warehousing. In 2024, the employer put in $1.29 for every $1.00 employees contributed themselves; active participation has grown from 1,826 to 2,248 since 2022.

Plan summary
Net assets, end of year$106,347,192
Participants with balances4,089
Active participants2,248
Employer contributions$4,344,007
Employee contributions$3,379,911
Employer contribution per active participant$1,932
Average account balance$26,008
Benefits paid to participants$6,938,471
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$106.3M · 4,089 accts · $4.3M emplr
2023$97.6M · 4,316 accts · $4.0M emplr
2022$87.9M · 4,337 accts · $3.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$276,265
Investment management$53,750
Audit (IQPA)$23,350
Total administrative$775,810
The Board of Trustees Teamsters Local 830 Retirement Savings Plan 401(k) match · 2024
Employer contribution per active participant$1,932
Median for plans this size$3,635
2024$1,932 per active participant
2023$2,069 per active participant
2022$2,072 per active participant

Board of Trustees Teamsters Local 830 Retirement Savings Plan's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
LOCAL 830 PENSION FUND · Recordkeeping$373,819
BENEFIT PLANS ADMINISTRATIVE SERVIC · Investment advisory (plan)$275,647
INVESTMENT PERFORMANCE SERVICES · Investment advisory (plan)$53,750
NOVAK FRANCELLA LLC · Accounting / audit$23,968

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024LOCAL 830 PENSION FUND
2023LOCAL 830 PENSION FUND

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$775,810 · 0.76%
2023$619,911 · 0.67%
2022$506,791 · 0.53%
Similar plansTransportation & Warehousing · Pennsylvania
Pitt Ohio Express, LLC PA$396.0M · 0.08%
A. Duie Pyle, Incorporated PA$292.1M · 0.14%
Armada Partners LP PA$90.7M · 0.16%
Pilot Air Freight, LLC PA$88.0M · 0.85%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237367250 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.