Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees Pension Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
484
Participants Below avg headcount
91st
Percentile by assets National rank
$155,382
Avg per participant Above avg balance/head
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Official DOL plan name: Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund · Sponsored by Board of Trustees · New York · Finance & Insurance

$75M in assets, 484 participants

Board of Trustees's Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund reported $75M in total assets and 484 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.

  • #7,922 in Finance & Insurance (9,261 peers)

Where Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund sits by assets

Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund sits in the top 10% of all filed plans by assets, $75M for 484 participants (~$155,382/participant), down 12.3% in 2022.

#7,922
in Finance & Insurance (9,261 peers)
-12.3%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund's outsized position by total assets

Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund vs every filed plan by assets

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

$75,204,734 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

Brotherhood of Locomotive Engineers and Trainmen Long Island Pension 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. Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund sits mid-pack in the medium band (484 participants).

Plan-year Form 5500 strip

Filing strip 136146226 · Board of Trustees PY 2022 · Defined Benefit (Pension)

Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund · $75M · 484 · 91st

  • VS-ST $75M
  • VS-ST 484
  • VS-ST 91st
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Vinson & Elkins LLP Variable Annuity Plan a
  • VS-ST ind #7922

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 →

Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund in the asset neighbourhood

The Farmers Automobile Insurance Association Retirement PlanThe Farmers Automobile Insur…$75MBrotherhood of Locomotive Engineers and Trainmen Long Island Pension FundBrotherhood of Locomotive En…$75MVinson & Elkins LLP Variable Annuity Plan aVinson & Elkins LLP Variable…$75MScripps Clinic Medical Group, Inc. Cash Balance Pension PlanScripps Clinic Medical Group…$75MSeh America, Inc. Pension PlanSeh America, Inc. Pension Pl…$75M
End-of-year total assets ($M) among Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$86M
Net Assets (End of Year)$75M
Net Income-$11M
Employer EIN136146226
Plan Effective Date1963-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees)

Sponsor-wide plan assets over time

All Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$88M 17.39887012963838% vs 2022
2024 filing year
$70M$75M$80M$85M$90M 202220232024 $75.2M $88.3M ▲ +17.4%
Year Plans Participants Total Assets
2022 1 484 $75M
2023 1 483 $81M
2024 1 492 $88M

Nearby Defined Benefit (Pension) Plans in New York

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

Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund, Total assets ($B): 0.075204734 · Participants: 484Brotherhood of Locomotive Engineers and Trainmen Long Island Pension 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
Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Vinson & Elkins LLP Variable Annuity Plan a in TX ($75M); by covered participants it is Conmed Corporation Retirement Pension Plan in FL (483 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (484 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 Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund assets move in 2022?
Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund pulled back noticeably - down 12.3% during 2022, from $86M to $75M. Reported net income was -$11M.
How have Board of Trustees plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees's sponsor-wide assets grew 17.4%, from $75M to $88M.
Where does Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund rank by assets among Form 5500 filers?
Brotherhood of Locomotive Engineers and Trainmen Long Island Pension 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 Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Vinson & Elkins LLP Variable Annuity Plan a in TX ($75M, 171 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Conmed Corporation Retirement Pension Plan in FL (483 participants, $62M in assets).