Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees of Local 804 Pension Fund Pension Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 72nd
- Percentile by assets National rank
Official DOL plan name: Local 804 Pension Fund · Sponsored by Board of Trustees of Local 804 Pension Fund · New York · Transportation & Warehousing
$15M in assets, N/A participants
Board of Trustees of Local 804 Pension Fund's Local 804 Pension Fund reported $15M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- #2,846 in Transportation & Warehousing (3,876 peers)
Board of Trustees of Local 804 Pension Fund multi-year trail
Board of Trustees of Local 804 Pension Fund's plans moved +19.8% in assets from 2022 to 2024; this filing shows Local 804 Pension Fund at $15M / N/A participants.
- #2,846
- in Transportation & Warehousing (3,876 peers)
- -20.9%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Local 804 Pension Fund's outsized position by total assets
Local 804 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,743,215 Top 28% higher than 72% 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
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Form 5500 schedule snapshot
Filing strip 116077200 · Board of Trustees of Local 804 Pension Fund PY 2022 · Defined Benefit (Pension)
Local 804 Pension Fund · $15M · N/A · 72nd
- SCH $15M
- SCH N/A
- SCH 72nd
- SCH Defined Benefit (Pension)
- SCH near Shure Incorporated Employees' Retirement Plan
- SCH ind #2846
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 Transportation & Warehousing retirement plans → · Plans in New York →
Local 804 Pension Fund in the asset neighbourhood
Board of Trustees of Local 804 Pension Fund multi-year asset trail
Sponsor-wide plan assets over time
All Board of Trustees of Local 804 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 19.767140342184526% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $15M |
| 2023 | 1 | N/A | $16M |
| 2024 | 1 | N/A | $18M |
Board of Trustees of Local 804 Pension Fund filing trail (2022)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$4M |
| Employer EIN | 116077200 |
| Plan Effective Date | 1964-07-29 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Local 804 Pension Fund's closest out-of-state Defined Benefit (Pension) peers by assets
Outside New York, the nearest Defined Benefit (Pension) by end-of-year assets is Shure Incorporated Employees' Retirement Plan in IL at $15M (this filing: $15M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.