Other
2022 plan-year Other DOL Form 5500

Local 422 Pension Trust Fund

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees Local 422 Pension Trust Fund · Ohio · Wholesale Trade

What the 2023 filing shows

Local 422 Pension Trust Fund holds $16M for N/A participants, down 26.3% over the 2022 plan year.

$16M
total plan assets (2022 EOY)
N/A
covered participants
-26.3%
assets change YoY

The plan reported a net loss of $6M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$16M
Participants
N/A
State
Industry
Wholesale Trade

What the Filing Says About Local 422 Pension Trust Fund

Local 422 Pension Trust Fund is a Other retirement plan sponsored by Board of Trustees Local 422 Pension Trust Fund, headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $16M in total end-of-year assets and covers N/A participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 341907614, and the plan has been effective since 1967-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $22M at the beginning of 2022 to $16M at year-end — a decline of 26.3%. Net assets (after liabilities) closed the year at $16M, with reported net income of $-5,818,858 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$22M
Total Assets (End of Year)$16M
Net Assets (End of Year)$16M
Net Income$-5,818,858
Plan TypeOther
Employer EIN341907614
Plan Effective Date1967-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Local 422 Pension Trust Fund)

Year Plans Participants Total Assets
2022 1 N/A $16M
2023 1 N/A $16M
2024 1 N/A $15M

Nearby Other Plans in Ohio

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Local 422 Pension Trust Fund?
As of the 2022 Form 5500 filing, Local 422 Pension Trust Fund holds $16M in total assets with N/A participants. It is sponsored by Board of Trustees Local 422 Pension Trust Fund.
What type of plan is Local 422 Pension Trust Fund?
Local 422 Pension Trust Fund is a Other plan. It has been effective since 1967-11-01. The plan is filed with the U.S. Department of Labor under EIN 341907614.
Who sponsors the Local 422 Pension Trust Fund?
Local 422 Pension Trust Fund is sponsored by Board of Trustees Local 422 Pension Trust Fund, located in Ohio. The sponsor's EIN is 341907614 and the plan operates in the Wholesale Trade industry.
How did Local 422 Pension Trust Fund perform in 2022?
Local 422 Pension Trust Fund declined by 26.3% during 2022, moving from $22M to $16M in total assets. Net income was $-5,818,858.
Where can I find official filings for Local 422 Pension Trust Fund?
Official Form 5500 filings for Local 422 Pension Trust Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 341907614 or plan name at efast.dol.gov.
How does Local 422 Pension Trust Fund compare to other plans?
You can compare Local 422 Pension Trust Fund against other Other plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 341907614.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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