Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees of the Liuna National (Industrial) Pension Fund Pension Plan
Data updated 2026-08-25
- $1.4B
- Total assets Very large vs avg
- 19,641
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $69,792
- Avg per participant Below avg balance/head
Official DOL plan name: Liuna National (Industrial) Pension Fund · Sponsored by Board of Trustees of the Liuna National (Industrial) Pension Fund · District of Columbia · Construction
$1.4B in assets, 19,641 participants
Board of Trustees of the Liuna National (Industrial) Pension Fund's Liuna National (Industrial) Pension Fund reported $1.4B in total assets and 19,641 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #9,853 in Construction (9,927 peers)
Coverage in District of Columbia
Liuna National (Industrial) Pension Fund covers 19,641 participants in District of Columbia, 13x the typical District of Columbia plan (state average ~1,456 per filing). Assets: $1.4B.
- #9,853
- in Construction (9,927 peers)
- -11.2%
- assets change YoY
- 14×
- vs typical plan assets (national mean)
The plan reported a net loss of $191M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Liuna National (Industrial) Pension Fund's outsized position by total assets
Liuna National (Industrial) Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,370,778,961 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Liuna National (Industrial) Pension Fund's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Liuna National (Industrial) Pension Fund is a mega filing (19,641 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 526074345 · Board of Trustees of the Liuna National (Industrial) Pension Fund PY 2022 · Defined Benefit (Pension)
Liuna National (Industrial) Pension Fund · $1.4B · 19,641 · 99th
- EOY $1.4B
- EOY 19,641
- EOY 99th
- EOY Defined Benefit (Pension)
- EOY near Zurich American Insurance Company Retirement Account Plan
- EOY ind #9853
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 Construction retirement plans → · Plans in District of Columbia →
Liuna National (Industrial) Pension Fund in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $1.5B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | -$191M |
| Employer EIN | 526074345 |
| Plan Effective Date | 1967-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Liuna National (Industrial) Pension Fund)
Sponsor-wide plan assets over time
All Board of Trustees of the Liuna National (Industrial) Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.5B 11.22087035008119% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19,641 | $1.4B |
| 2023 | 1 | 18,687 | $1.4B |
| 2024 | 1 | 18,228 | $1.5B |
Nearby Defined Benefit (Pension) Plans in District of Columbia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central Pension Fund of the Iuoe & Participating Employers $23.5B · 97,285
- Iam National Pension Fund $13.8B · 94,512
- United Mine Workers of America 1974 Pension Plan $3.1B · 61
- Danaher Corporation & Subsidiaries Pension Plan $1.8B · 3,671
- Liuna Staff and Affiliates Pension Fund $1.7B · 3,510
Scale composition for Liuna National (Industrial) Pension Fund
Liuna National (Industrial) Pension Fund reports $1.4B in end-of-year assets across 19,641 participants (0.011% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.021% of 93,925,755 covered participants) - about $69,792 per participant (50% of the national average assets-per-participant) . Net income for plan year 2022 was -$191M.
This plan identity (EIN 526074345, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.4B to $1.5B (+11.2%) while covered participants moved from 19,641 to 18,228 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 19,641 | $1.4B | This page |
| 2023 | 18,687 | $1.4B | Open filing |
| 2024 · index core | 18,228 | $1.5B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Liuna National (Industrial) Pension Fund (Defined Benefit (Pension), $1.5B, 18,228 participants)
Liuna National (Industrial) Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside District of Columbia, the nearest Defined Benefit (Pension) by assets is Zurich American Insurance Company Retirement Account Plan in IL ($1.4B); by covered participants it is Chevron Retirement Plan in CA (19,629 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.4B here).
- Zurich American Insurance Company Retirement Account Plan (IL) $1.4B · 6,468
- Northwest Sheet Metal Workers Pension Plan (OR) $1.4B · 4,602
- The Guardian Home Office Employees' Retirement Pla (NY) $1.4B · 3,422
- Xerox Corporation Retirement Income Guarantee Plan (CT) $1.4B · 3,466
Similar participant headcount
Nearest other-state filings by covered participants (19,641 participants); asset peers above are excluded.
- Chevron Retirement Plan (CA) 19,629 · 12 off
- Pension Trust Fund for Operating Engineers (CA) 19,523 · 118 off
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. (CA) 19,326 · 315 off
- Bjc Pension Plan (MO) 19,132 · 509 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.