Defined Benefit (Pension) · DOL Form 5500 · 2022

Local 91 Pension Fund Board of Trustees Pension Plan

Data updated 2026-08-25

$134M
Total assets Near avg plan size
2,494
Participants Above avg headcount
94th
Percentile by assets National rank
$53,842
Avg per participant Low balance/head
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Official DOL plan name: Local 91 Pension Fund · Sponsored by Local 91 Pension Fund Board of Trustees · New York · Transportation & Warehousing

$134M in assets, 2,494 participants

Local 91 Pension Fund Board of Trustees's Local 91 Pension Fund reported $134M in total assets and 2,494 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,609 in Transportation & Warehousing (3,876 peers)

Coverage in New York

Local 91 Pension Fund covers 2,494 participants in New York, 3.1x the typical New York plan (state average ~798 per filing). Assets: $134M.

#3,609
in Transportation & Warehousing (3,876 peers)
-11.8%
assets change YoY
1.3×
vs typical plan assets (national mean)

The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 91 Pension Fund's outsized position by total assets

Local 91 Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$134,282,966 Top 6% higher than 94% of 139,123 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 2022

Local 91 Pension Fund's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 91 Pension Fund lands in the large band (2,494 participants).

Published 5500 schedule card

Filing strip 116218316 · Local 91 Pension Fund Board of Trustees PY 2022 · Defined Benefit (Pension)

Local 91 Pension Fund · $134M · 2,494 · 94th

  • 5500 $134M
  • 5500 2,494
  • 5500 94th
  • 5500 Defined Benefit (Pension)
  • 5500 near Hussmann Pension Plan for Certain Active and Inactive Employees
  • 5500 ind #3609

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 New York →

Local 91 Pension Fund in the asset neighbourhood

Cement Masons Local No. 886/404 Pension PlanCement Masons Local No. 886/…$134MHussmann Pension Plan for Certain Active and Inactive EmployeesHussmann Pension Plan for Ce…$134MLocal 91 Pension Fund$134MThe Knoll Pension Plan$134MSecura Employees' Pension PlanSecura Employees' Pension Pl…$134M
End-of-year total assets ($M) among Local 91 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$152M
Net Assets (End of Year)$134M
Net Income-$18M
Employer EIN116218316
Plan Effective Date1975-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Local 91 Pension Fund Board of Trustees)

Sponsor-wide plan assets over time

All Local 91 Pension Fund Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$180M 34.32551154701185% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $134M $180M ▲ +34.3%
Year Plans Participants Total Assets
2022 1 2,494 $134M
2023 1 2,324 $157M
2024 1 2,588 $180M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Local 91 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -100102030 Total assets ($B) Participants Local 91 Pension Fund, Total assets ($B): 0.134282966 · Participants: 2494Local 91 Pension FundIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Local 91 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Local 91 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Hussmann Pension Plan for Certain Active and Inactive Employees in MO ($134M); by covered participants it is Reading Health System Pension Plan in PA (2,485 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($134M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,494 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Local 91 Pension Fund assets move in 2022? ▼
Local 91 Pension Fund pulled back noticeably - down 11.8% during 2022, from $152M to $134M. Reported net income was -$18M.
How have Local 91 Pension Fund Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Local 91 Pension Fund Board of Trustees's sponsor-wide assets grew 34.3%, from $134M to $180M.
Where does Local 91 Pension Fund rank by assets among Form 5500 filers? ▼
Local 91 Pension Fund ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Local 91 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hussmann Pension Plan for Certain Active and Inactive Employees in MO ($134M, 640 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 91 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Reading Health System Pension Plan in PA (2,485 participants, $410M in assets).