Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees Local 99 Pension Plan Pension Plan

Data updated 2026-08-11

$49M
Total assets
142
Participants
88th
Percentile by assets
$347,683
Avg per participant
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Official DOL plan name: Local 99 Pension Plan · Sponsored by Board of Trustees Local 99 Pension Plan · Illinois · Construction

$49M in assets, 142 participants

Board of Trustees Local 99 Pension Plan's Local 99 Pension Plan reported $49M in total assets and 142 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • 88th percentile by assets (of 139,126 plans)
  • #8,560 in Construction (9,927 peers)

Coverage in Illinois

Local 99 Pension Plan covers 142 participants in Illinois, about 18% of the average Illinois filer (state average ~779 per filing). Assets: $49M.

$49M
total plan assets (2022 EOY)
142
covered participants
88th
percentile by assets (of 139,126 plans)
$347,683
avg assets per participant

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Local 99 Pension Plan reports 142 participants - about 18% of that state average ($49M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$49M
Net Income-$7M
Employer EIN516119432
Plan Effective Date1967-04-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Local 99 Pension Plan)

$45M$50M$55M$60M 202220232024 $49.4M $57.4M ▲ +16.2%
Total plan assets by year, all Board of Trustees Local 99 Pension Plan plans on file
Year Plans Participants Total Assets
2022 1 142 $49M
2023 1 154 $54M
2024 1 173 $57M

Nearby Defined Benefit (Pension) Plans in Illinois

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

Local 99 Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

Local 99 Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants Local 99 Pension PlanCentral States, Sout…State Farm Insurance…United Food & Commer…John Deere Pension P…Abbott Laboratories …
Local 99 Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Local 99 Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Local 99 Pension Plan assets move in 2022?
Local 99 Pension Plan pulled back noticeably - down 11.8% during 2022, from $56M to $49M. Reported net income was -$7M.
How have Board of Trustees Local 99 Pension Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees Local 99 Pension Plan's sponsor-wide assets grew 16.2%, from $49M to $57M.
Where does Local 99 Pension Plan rank by assets among Form 5500 filers?
Local 99 Pension Plan ranks in the 88th 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 99 Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is American Quarter Horse Association Employee Pension Plan in TX ($49M, 31 participants).

Filing takeaways

Ways to act on Local 99 Pension Plan's numbers.

  • By total assets, Local 99 Pension Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Illinois. Compare plans
  • Board of Trustees Local 99 Pension Plan's sponsor-wide assets have grown 16.2% since 2022 across 3 plan years on file. More Construction plans