Defined Benefit (Pension) · DOL Form 5500 · 2022

Local No. 8 Retirement Fund Pension Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
255
Participants Below avg headcount
91st
Percentile by assets National rank
$312,996
Avg per participant High balance/head
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Official DOL plan name: Local No. 8 Retirement Fund · Sponsored by Local No. 8 Retirement Fund · New York · Wholesale Trade

$80M in assets, 255 participants

Local No. 8 Retirement Fund's Local No. 8 Retirement Fund reported $80M in total assets and 255 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.

  • #6,362 in Wholesale Trade (6,843 peers)

Coverage in New York

Local No. 8 Retirement Fund covers 255 participants in New York, about 32% of the average New York filer (state average ~798 per filing). Assets: $80M.

#6,362
in Wholesale Trade (6,843 peers)
-13.2%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local No. 8 Retirement Fund's outsized position by total assets

Local No. 8 Retirement Fund vs every filed plan by assets

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

$79,813,964 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 No. 8 Retirement Fund 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 No. 8 Retirement Fund sits mid-pack in the medium band (255 participants).

DOL schedule card

Filing strip 516135501 · Local No. 8 Retirement Fund PY 2022 · Defined Benefit (Pension)

Local No. 8 Retirement Fund · $80M · 255 · 91st

  • SCH $80M
  • EBSA 255
  • PART 91st
  • TYPE Defined Benefit (Pension)
  • NET near O & G Industries, Inc. Defined Benefit Pension Plan
  • BOOK ind #6362

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 Wholesale Trade retirement plans → · Plans in New York →

Local No. 8 Retirement Fund in the asset neighbourhood

Local No. 8 Retirement Fund$80MO & G Industries, Inc. Defined Benefit Pension PlanO & G Industries, Inc. Defin…$80MIndependence Community Bank Employees Retirement PlanIndependence Community Bank …$80MLegrand North America Retirement PlanLegrand North America Retire…$80MPlumbers and Steamfitters Local 60 Pension FundPlumbers and Steamfitters Lo…$80M
End-of-year total assets ($M) among Local No. 8 Retirement Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$92M
Net Assets (End of Year)$80M
Net Income-$12M
Employer EIN516135501
Plan Effective Date1960-10-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Local No. 8 Retirement Fund)

Sponsor-wide plan assets over time

All Local No. 8 Retirement Fund plans reported in each filing year

Latest sponsor-wide plan assets
$92M 14.798485638427882% vs 2022
2024 filing year
$75M$80M$85M$90M$95M 202220232024 $79.8M $91.6M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 255 $80M
2023 1 274 $87M
2024 1 281 $92M

Nearby Defined Benefit (Pension) Plans in New York

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

Local No. 8 Retirement Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Local No. 8 Retirement Fund, Total assets ($B): 0.079813964 · Participants: 255Local No. 8 Retirement FundIBM 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 No. 8 Retirement Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local No. 8 Retirement Fund side-by-side with 3 peers →

Local No. 8 Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is O & G Industries, Inc. Defined Benefit Pension Plan in CT ($80M); by covered participants it is Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan in MI (255 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (255 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 No. 8 Retirement Fund assets move in 2022? ▼
Local No. 8 Retirement Fund pulled back noticeably - down 13.2% during 2022, from $92M to $80M. Reported net income was -$12M.
How have Local No. 8 Retirement Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Local No. 8 Retirement Fund's sponsor-wide assets grew 14.8%, from $80M to $92M.
Where does Local No. 8 Retirement Fund rank by assets among Form 5500 filers? ▼
Local No. 8 Retirement Fund 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 No. 8 Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is O & G Industries, Inc. Defined Benefit Pension Plan in CT ($80M, 183 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local No. 8 Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Michigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension Plan in MI (255 participants, $78M 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 516135501.

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.