Defined Benefit (Pension) · DOL Form 5500 · 2022

Local 91 Pension Fund Board of Trustees Pension Plan

Data updated 2026-08-11

$134M
Total assets
2,494
Participants
94th
Percentile by assets
$53,842
Avg per participant
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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.

  • 94th percentile by assets (of 139,126 plans)
  • #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.

$134M
total plan assets (2022 EOY)
2,494
covered participants
94th
percentile by assets (of 139,126 plans)
$53,842
avg assets per participant

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.

Where Local 91 Pension Fund sits 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 $2,010,000,000 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

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Local 91 Pension Fund reports 2,494 participants - 3.1x that state average ($134M EOY assets).

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)

$120M$140M$160M$180M$200M 202220232024 $134M $180M ▲ +34.3%
Total plan assets by year, all Local 91 Pension Fund Board of Trustees plans on file
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

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 FundIBM Personal Pension…Consolidated Edison …Pepsico Employees Re…New York State Nurse…New York District Co…
Local 91 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Local 91 Pension Fund by total assets, not by location.

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).

Filing takeaways

Ways to act on Local 91 Pension Fund's numbers.