Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees of Liuna Staff and Affiliates Pension Fund Pension Plan
Data updated 2026-08-25
- $1.7B
- Total assets Very large vs avg
- 3,510
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $473,945
- Avg per participant High balance/head
Official DOL plan name: Liuna Staff and Affiliates Pension Fund · Sponsored by Board of Trustees of Liuna Staff and Affiliates Pension Fund · District of Columbia · Other Services
$1.7B in assets, 3,510 participants
Board of Trustees of Liuna Staff and Affiliates Pension Fund's Liuna Staff and Affiliates Pension Fund reported $1.7B in total assets and 3,510 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.
- #8,393 in Other Services (8,398 peers)
Coverage in District of Columbia
Liuna Staff and Affiliates Pension Fund covers 3,510 participants in District of Columbia, 2.4x the typical District of Columbia plan (state average ~1,456 per filing). Assets: $1.7B.
- #8,393
- in Other Services (8,398 peers)
- -12.0%
- assets change YoY
- 17×
- vs typical plan assets (national mean)
The plan reported a net loss of $243M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Liuna Staff and Affiliates Pension Fund's outsized position by total assets
Liuna Staff and Affiliates Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,663,546,449 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 Staff and Affiliates 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. Liuna Staff and Affiliates Pension Fund lands in the large band (3,510 participants).
DOL schedule card
Filing strip 520743575 · Board of Trustees of Liuna Staff and Affiliates Pension Fund PY 2022 · Defined Benefit (Pension)
Liuna Staff and Affiliates Pension Fund · $1.7B · 3,510 · 99th
- BOY $1.7B
- SCH 3,510
- EBSA 99th
- PART Defined Benefit (Pension)
- TYPE near Kpmg Partner Pension Plan
- NET ind #8393
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 Other Services retirement plans → · Plans in District of Columbia →
Liuna Staff and Affiliates Pension Fund in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $1.9B |
|---|---|
| Net Assets (End of Year) | $1.6B |
| Net Income | -$243M |
| Employer EIN | 520743575 |
| Plan Effective Date | 1962-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Liuna Staff and Affiliates Pension Fund)
Sponsor-wide plan assets over time
All Board of Trustees of Liuna Staff and Affiliates Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.9B 15.566485874540195% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,510 | $1.7B |
| 2023 | 1 | 3,533 | $1.8B |
| 2024 | 1 | 3,559 | $1.9B |
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
- Bricklayers & Trowel Trades International Pension Fund $1.6B · 28,099
Liuna Staff and Affiliates 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 Kpmg Partner Pension Plan in NJ ($1.7B); by covered participants it is General Dynamics Retirement Plan (Government) in VA (3,517 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.7B here).
- Kpmg Partner Pension Plan (NJ) $1.7B · 2,330
- Mason Tenders' District Council Pension Fund (NY) $1.7B · 8,578
- Johnson Controls Pension Plan (WI) $1.7B · 28
- Electrical Workers Pension Plan Local 103 I.B.E.W. (MA) $1.6B · 5,947
Similar participant headcount
Nearest other-state filings by covered participants (3,510 participants); asset peers above are excluded.
- General Dynamics Retirement Plan (Government) (VA) 3,517 · 7 off
- National Asbestos Workers Pension Fund (FL) 3,491 · 19 off
- Cargill Meat Solutions Corporation Employees Retirement Plan (KS) 3,533 · 23 off
- The Hertz Corporation Account Balance Defined Benefit Pension Plan (FL) 3,535 · 25 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.