Defined Benefit (Pension) · DOL Form 5500 · 2022

Joint Board of Trustees of Local 377 Pension Fund Pension Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
530
Participants Below avg headcount
77th
Percentile by assets National rank
$36,428
Avg per participant Low balance/head
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Official DOL plan name: Local 377 Pension Fund · Sponsored by Joint Board of Trustees of Local 377 Pension Fund · New York · Real Estate

$19M in assets, 530 participants

Joint Board of Trustees of Local 377 Pension Fund's Local 377 Pension Fund reported $19M in total assets and 530 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,501 in Real Estate (5,057 peers)

Where Local 377 Pension Fund sits by assets

Local 377 Pension Fund sits in the top quartile of all filed plans by assets, $19M for 530 participants (~$36,428/participant), down 15.5% in 2022.

#4,501
in Real Estate (5,057 peers)
-15.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 377 Pension Fund's outsized position by total assets

Local 377 Pension Fund vs every filed plan by assets

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

$19,307,046 Top 23% higher than 77% 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 377 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. Local 377 Pension Fund sits mid-pack in the medium band (530 participants).

Form 5500 schedule snapshot

Filing strip 136177810 · Joint Board of Trustees of Local 377 Pension Fund PY 2022 · Defined Benefit (Pension)

Local 377 Pension Fund · $19M · 530 · 77th

  • PART $19M
  • TYPE 530
  • NET 77th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan
  • BOY ind #4501

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 Real Estate retirement plans → · Plans in New York →

Local 377 Pension Fund in the asset neighbourhood

Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income PlanZimmer Biomet Holdings, Inc.…$19MSwisslog Retirement Income Plan for Salaried EmployeesSwisslog Retirement Income P…$19MLocal 377 Pension Fund$19MBay Area Surgical Specialists Defined Benefit Pp&tBay Area Surgical Specialist…$19MPension Plan of Metallurg, Inc.Pension Plan of Metallurg, I…$19M
End-of-year total assets ($M) among Local 377 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)$23M
Net Assets (End of Year)$19M
Net Income-$4M
Employer EIN136177810
Plan Effective Date1965-06-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Joint Board of Trustees of Local 377 Pension Fund)

Sponsor-wide plan assets over time

All Joint Board of Trustees of Local 377 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$24M 22.911381678999472% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.3M $23.7M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 530 $19M
2023 1 508 $22M
2024 1 417 $24M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 377 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Local 377 Pension Fund, Total assets ($B): 0.019307046 · Participants: 530Local 377 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
Local 377 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 377 Pension Fund side-by-side with 3 peers →

Local 377 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 Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan in IN ($19M); by covered participants it is Bac Local 23 North Shore Chapter Pension Fund in OH (530 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (530 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 377 Pension Fund assets move in 2022? ▼
Local 377 Pension Fund declined sharply - down 15.5% during 2022, from $23M to $19M. Reported net income was -$4M.
How have Joint Board of Trustees of Local 377 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joint Board of Trustees of Local 377 Pension Fund's sponsor-wide assets grew 22.9%, from $19M to $24M.
Where does Local 377 Pension Fund rank by assets among Form 5500 filers? ▼
Local 377 Pension Fund ranks in the 77th 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 377 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan in IN ($19M, 126 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 377 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bac Local 23 North Shore Chapter Pension Fund in OH (530 participants, $98M 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 136177810.

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.