Defined Benefit (Pension) · DOL Form 5500 · 2022

Local 837 Pension Plan Board of Trustees Pension Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
86
Participants Small participant base
78th
Percentile by assets National rank
$236,783
Avg per participant Above avg balance/head
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Official DOL plan name: Local 837 Pension Plan · Sponsored by Local 837 Pension Plan Board of Trustees · Pennsylvania · Transportation & Warehousing

$20M in assets, 86 participants

Local 837 Pension Plan Board of Trustees's Local 837 Pension Plan reported $20M in total assets and 86 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #3,025 in Transportation & Warehousing (3,876 peers)

Where Local 837 Pension Plan sits by assets

Local 837 Pension Plan sits in the top quartile of all filed plans by assets, $20M for 86 participants (~$236,783/participant), down 24.0% in 2022.

#3,025
in Transportation & Warehousing (3,876 peers)
-24.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Local 837 Pension Plan's outsized position by total assets

Local 837 Pension Plan vs every filed plan by assets

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

$20,363,366 Top 22% higher than 78% 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 837 Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 837 Pension Plan is a small filing (86 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 236527213 · Local 837 Pension Plan Board of Trustees PY 2022 · Defined Benefit (Pension)

Local 837 Pension Plan · $20M · 86 · 78th

  • RANK $20M
  • PHOTO 86
  • IND 78th
  • EOY Defined Benefit (Pension)
  • 5500 near Golden Svcs Pension Plan
  • ASSETS ind #3025

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 Pennsylvania →

Local 837 Pension Plan in the asset neighbourhood

AT&T Puerto Rico Pension Benefit PlanAT&T Puerto Rico Pension Ben…$20MLocal 837 Pension Plan$20MGolden Svcs Pension Plan$20MFirstmark Credit Union Retirement Pension PlanFirstmark Credit Union Retir…$20MJewish Guild for the Blind Bargaining Unit Employees' Pension PlanJewish Guild for the Blind B…$20M
End-of-year total assets ($M) among Local 837 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$20M
Net Income-$6M
Employer EIN236527213
Plan Effective Date1965-10-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Local 837 Pension Plan Board of Trustees)

Sponsor-wide plan assets over time

All Local 837 Pension Plan Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$22M 0.25417871858844854% vs 2022
2024 filing year
$21.8M$22M$22.2M$22.4M$22.6M 202220232024 $22.1M $22M ▼ -0.3%
Year Plans Participants Total Assets
2022 2 440 $22M
2023 2 100 $23M
2024 2 120 $22M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Local 837 Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Local 837 Pension Plan, Total assets ($B): 0.020363366 · Participants: 86Local 837 Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 10.401485458 · Participants: 27097National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 5.908424468 · Participants: 52395Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.402519 · Participants: 63731The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.359207207 · Participants: 5314Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 4.968344232 · Participants: 8098The Bank of New York Mellon Corporation Pension Plan
Local 837 Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Local 837 Pension Plan side-by-side with 3 peers →

Local 837 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Golden Svcs Pension Plan in TN ($20M); by covered participants it is Angus Chemical Company Defined Benefit Plan in IL (86 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (86 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 837 Pension Plan assets move in 2022? ▼
Local 837 Pension Plan declined sharply - down 24.0% during 2022, from $27M to $20M. Reported net income was -$6M.
How have Local 837 Pension Plan Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Local 837 Pension Plan Board of Trustees's sponsor-wide assets declined 0.3%, from $22M to $22M.
Where does Local 837 Pension Plan rank by assets among Form 5500 filers? ▼
Local 837 Pension Plan ranks in the 78th 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 Defined Benefit (Pension) plans are similar in size to Local 837 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Golden Svcs Pension Plan in TN ($20M, 43 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 837 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Angus Chemical Company Defined Benefit Plan in IL (86 participants, $9M 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 236527213.

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.