Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees of Liuna Staff and Affiliates Pension Fund Pension Plan
Data updated 2026-08-11
- $1.7B
- Total assets
- 3,510
- Participants
- 99th
- Percentile by assets
- $473,945
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $1.7B
- total plan assets (2022 EOY)
- 3,510
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $473,945
- avg assets per participant
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.
Participants vs District of Columbia filers
In District of Columbia, the average filing covers about 1,456 participants across 881 plans. Liuna Staff and Affiliates Pension Fund reports 3,510 participants - 2.4x that state average ($1.7B EOY assets).
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)
| 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.
Liuna Staff and Affiliates Pension Fund vs. nearby Defined Benefit (Pension) plans in District of Columbia, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Liuna Staff and Affiliates Pension Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did Liuna Staff and Affiliates Pension Fund assets move in 2022? ▼
How have Board of Trustees of Liuna Staff and Affiliates Pension Fund plan assets changed over time? ▼
Where does Liuna Staff and Affiliates Pension Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Liuna Staff and Affiliates Pension Fund? ▼
Next read for Liuna Staff and Affiliates Pension Fund
Filing takeaways
Ways to act on Liuna Staff and Affiliates Pension Fund's numbers.
- By total assets, Liuna Staff and Affiliates Pension Fund ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in District of Columbia. Compare plans
- Board of Trustees of Liuna Staff and Affiliates Pension Fund's sponsor-wide assets have grown 15.6% since 2022 across 3 plan years on file. More Other Services plans