Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees Local 475 Pension Plan Pension Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
319
Participants Below avg headcount
91st
Percentile by assets National rank
$245,410
Avg per participant Above avg balance/head
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Official DOL plan name: Local 475 Pension Plan · Sponsored by Board of Trustees Local 475 Pension Plan · New York · Finance & Insurance

$78M in assets, 319 participants

Board of Trustees Local 475 Pension Plan's Local 475 Pension Plan reported $78M in total assets and 319 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,966 in Finance & Insurance (9,261 peers)

Coverage in New York

Local 475 Pension Plan covers 319 participants in New York, about 40% of the average New York filer (state average ~798 per filing). Assets: $78M.

#7,966
in Finance & Insurance (9,261 peers)
-19.8%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 475 Pension Plan's outsized position by total assets

Local 475 Pension Plan vs every filed plan by assets

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

$78,285,779 Top 9% higher than 91% 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 475 Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 475 Pension Plan sits mid-pack in the medium band (319 participants).

Published 5500 schedule card

Filing strip 132571151 · Board of Trustees Local 475 Pension Plan PY 2022 · Defined Benefit (Pension)

Local 475 Pension Plan · $78M · 319 · 91st

  • SCH $78M
  • EBSA 319
  • PART 91st
  • TYPE Defined Benefit (Pension)
  • NET near Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan
  • BOOK ind #7966

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 Finance & Insurance retirement plans → · Plans in New York →

Local 475 Pension Plan in the asset neighbourhood

Wtb Financial Corporation Pension PlanWtb Financial Corporation Pe…$78MWolters Kluwer Cch, Springhouse and Waverly Pension PlanWolters Kluwer Cch, Springho…$78MLocal 475 Pension Plan$78MMichigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension PlanMichigan Upper Peninsula Int…$78MMeredith Employees Retirement Income PlanMeredith Employees Retiremen…$78M
End-of-year total assets ($M) among Local 475 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$98M
Net Assets (End of Year)$78M
Net Income-$20M
Employer EIN132571151
Plan Effective Date1966-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Local 475 Pension Plan)

Sponsor-wide plan assets over time

All Board of Trustees Local 475 Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$88M 12.608243957053809% vs 2022
2024 filing year
$75M$80M$85M$90M 202220232024 $78.3M $88.2M ▲ +12.6%
Year Plans Participants Total Assets
2022 1 319 $78M
2023 1 305 $83M
2024 1 333 $88M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 475 Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Local 475 Pension Plan, Total assets ($B): 0.078285779 · Participants: 319Local 475 Pension PlanIBM 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 475 Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 475 Pension Plan side-by-side with 3 peers →

Local 475 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan in MI ($78M); by covered participants it is Rally Credit Union Defined Benefit Plan in TX (319 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (319 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 475 Pension Plan assets move in 2022? ▼
Local 475 Pension Plan declined sharply - down 19.8% during 2022, from $98M to $78M. Reported net income was -$20M.
How have Board of Trustees Local 475 Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Local 475 Pension Plan's sponsor-wide assets grew 12.6%, from $78M to $88M.
Where does Local 475 Pension Plan rank by assets among Form 5500 filers? ▼
Local 475 Pension Plan ranks in the 91st 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 475 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan in MI ($78M, 255 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 475 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Rally Credit Union Defined Benefit Plan in TX (319 participants, $62M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132571151.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.