Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees of Local 138 Pension Trust Fund Pension Plan

Data updated 2026-08-25

$116M
Total assets Near avg plan size
183
Participants Below avg headcount
94th
Percentile by assets National rank
$636,400
Avg per participant High balance/head
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Official DOL plan name: Local 138 Pension Trust Fund · Sponsored by Board of Trustees of Local 138 Pension Trust Fund · New York · Transportation & Warehousing

$116M in assets, 183 participants

Board of Trustees of Local 138 Pension Trust Fund's Local 138 Pension Trust Fund reported $116M in total assets and 183 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,583 in Transportation & Warehousing (3,876 peers)

Coverage in New York

Local 138 Pension Trust Fund covers 183 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $116M.

#3,583
in Transportation & Warehousing (3,876 peers)
-0.9%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 138 Pension Trust Fund's outsized position by total assets

Local 138 Pension Trust Fund vs every filed plan by assets

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

$116,461,149 Top 6% higher than 94% 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 138 Pension Trust 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 138 Pension Trust Fund sits mid-pack in the medium band (183 participants).

EBSA filing schedule strip

Filing strip 116170655 · Board of Trustees of Local 138 Pension Trust Fund PY 2022 · Defined Benefit (Pension)

Local 138 Pension Trust Fund · $116M · 183 · 94th

  • RANK $116M
  • PHOTO 183
  • IND 94th
  • EOY Defined Benefit (Pension)
  • 5500 near Owensboro Health Retirement Plan
  • ASSETS ind #3583

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 New York →

Local 138 Pension Trust Fund in the asset neighbourhood

Beebe Medical Center Pension PlanBeebe Medical Center Pension…$117MRetirement Plan for Employees of Carmeuse Lime, Inc. and SubsidiariesRetirement Plan for Employee…$117MOwensboro Health Retirement PlanOwensboro Health Retirement …$117MLocal 138 Pension Trust Fund$116MThe Options Clearing Corporation Retirement PlanThe Options Clearing Corpora…$116M
End-of-year total assets ($M) among Local 138 Pension Trust Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$118M
Net Assets (End of Year)$116M
Net Income-$1M
Employer EIN116170655
Plan Effective Date1959-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Local 138 Pension Trust Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Local 138 Pension Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$111M 4.461502436318914% vs 2022
2024 filing year
$110M$112M$114M$116M$118M 202220232024 $116M $111M ▼ -4.5%
Year Plans Participants Total Assets
2022 1 183 $116M
2023 1 166 $116M
2024 1 180 $111M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 138 Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Local 138 Pension Trust Fund, Total assets ($B): 0.116461149 · Participants: 183Local 138 Pension Trust 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 138 Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 138 Pension Trust Fund side-by-side with 3 peers →

Local 138 Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Owensboro Health Retirement Plan in KY ($117M); by covered participants it is Moore & Van Allen Pension Plan in NC (183 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (183 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 138 Pension Trust Fund assets move in 2022? ▼
Local 138 Pension Trust Fund held essentially flat - down 0.9% during 2022, from $118M to $116M. Reported net income was -$1M.
How have Board of Trustees of Local 138 Pension Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Local 138 Pension Trust Fund's sponsor-wide assets declined 4.5%, from $116M to $111M.
Where does Local 138 Pension Trust Fund rank by assets among Form 5500 filers? ▼
Local 138 Pension Trust Fund ranks in the 94th 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 138 Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Owensboro Health Retirement Plan in KY ($117M, 1,300 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 138 Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Moore & Van Allen Pension Plan in NC (183 participants, $52M 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 116170655.

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.