401(k) · DOL Form 5500 · 2022

Board of Trustees Local 8a-28a 401(k) 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
1,097
Participants Near avg headcount
88th
Percentile by assets National rank
$48,384
Avg per participant Low balance/head
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Official DOL plan name: Local 8a-28a 401(k) Retirement Fund · Sponsored by Board of Trustees Local 8a-28a 401(k) · New York · Administrative & Support Services

$53M in assets, 1,097 participants

Board of Trustees Local 8a-28a 401(k)'s Local 8a-28a 401(k) Retirement Fund reported $53M in total assets and 1,097 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #4,669 in Administrative & Support Services (4,927 peers)

Where Local 8a-28a 401(k) Retirement Fund sits by assets

Local 8a-28a 401(k) Retirement Fund sits in the top quartile of all filed plans by assets, $53M for 1,097 participants (~$48,384/participant), down 6.0% in 2022.

#4,669
in Administrative & Support Services (4,927 peers)
-6.0%
assets change YoY
0.5×
vs typical plan assets (national mean)

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 8a-28a 401(k) Retirement Fund's outsized position by total assets

Local 8a-28a 401(k) Retirement Fund vs every filed plan by assets

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

$53,077,122 Top 12% higher than 88% 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 8a-28a 401(k) Retirement 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. Local 8a-28a 401(k) Retirement Fund lands in the large band (1,097 participants).

EBSA filing schedule strip

Filing strip 135652917 · Board of Trustees Local 8a-28a 401(k) PY 2022 · 401(k)

Local 8a-28a 401(k) Retirement Fund · $53M · 1,097 · 88th

  • PHOTO $53M
  • PHOTO 1,097
  • PHOTO 88th
  • PHOTO 401(k)
  • PHOTO near Foremost Farms USA 401(k) Savings Plan
  • PHOTO ind #4669

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 Administrative & Support Services retirement plans → · Plans in New York →

Local 8a-28a 401(k) Retirement Fund in the asset neighbourhood

Mag Savings Plan$53MLiquidpower Specialty Products Inc. 401(k) and Profit Sharing PlanLiquidpower Specialty Produc…$53MLocal 8a-28a 401(k) Retirement FundLocal 8a-28a 401(k) Retireme…$53MForemost Farms USA 401(k) Savings PlanForemost Farms USA 401(k) Sa…$53MAtrion Corporation 401(k) Savings PlanAtrion Corporation 401(k) Sa…$53M
End-of-year total assets ($M) among Local 8a-28a 401(k) Retirement Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$52M
Net Income-$4M
Employer EIN135652917
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Local 8a-28a 401(k))

Sponsor-wide plan assets over time

All Board of Trustees Local 8a-28a 401(k) plans reported in each filing year

Latest sponsor-wide plan assets
$62M 17.1907851371444% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $53.1M $62.2M ▲ +17.2%
Year Plans Participants Total Assets
2022 1 1,097 $53M
2023 1 1,056 $58M
2024 1 1,038 $62M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Local 8a-28a 401(k) Retirement Fund vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Local 8a-28a 401(k) Retirement Fund, Total assets ($B): 0.053077122 · Participants: 1097Local 8a-28a 401(k) Retirement FundIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Local 8a-28a 401(k) Retirement Fund vs. nearby 401(k) plans in New York, assets vs. participants
Compare Local 8a-28a 401(k) Retirement Fund side-by-side with 3 peers →

Local 8a-28a 401(k) Retirement Fund's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Foremost Farms USA 401(k) Savings Plan in WI ($53M); by covered participants it is Riverside Resort and Casino 401(k) Plan in NV (1,097 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($53M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,097 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 8a-28a 401(k) Retirement Fund assets move in 2022? ▼
Local 8a-28a 401(k) Retirement Fund pulled back noticeably - down 6.0% during 2022, from $56M to $53M. Reported net income was -$4M.
How have Board of Trustees Local 8a-28a 401(k) plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Local 8a-28a 401(k)'s sponsor-wide assets grew 17.2%, from $53M to $62M.
Where does Local 8a-28a 401(k) Retirement Fund rank by assets among Form 5500 filers? ▼
Local 8a-28a 401(k) Retirement Fund ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Local 8a-28a 401(k) Retirement Fund? ▼
Among 401(k) plans in other states, the closest by assets is Foremost Farms USA 401(k) Savings Plan in WI ($53M, 449 participants).
Which 401(k) plans cover a similar participant headcount to Local 8a-28a 401(k) Retirement Fund? ▼
Among 401(k) plans in other states, the closest by covered participants is Riverside Resort and Casino 401(k) Plan in NV (1,097 participants, $10M 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 135652917.

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.