Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Birmingham P & S Local Union No. 91 Pension Fund

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees of the Birmingham P & S Lu 91 Pf · Alabama · Construction

What the 2023 filing shows

Birmingham P & S Local Union No. 91 Pension Fund holds $27M for 317 participants — about $85,590 per participant, down 16.0% over the 2022 plan year.

$27M
total plan assets (2022 EOY)
317
covered participants
$85,590
avg assets per participant
-16.0%
assets change YoY

The plan reported a net loss of $5M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$27M
Participants
317
State
Industry
Construction

What the Filing Says About Birmingham P & S Local Union No. 91 Pension Fund

Birmingham P & S Local Union No. 91 Pension Fund is a Defined Benefit (Pension) retirement plan sponsored by Board of Trustees of the Birmingham P & S Lu 91 Pf, headquartered in Alabama. As of the 2022 Form 5500 filing, the plan reports $27M in total end-of-year assets and covers 317 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 630437949, and the plan has been effective since 1961-09-06. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $32M at the beginning of 2022 to $27M at year-end — a decline of 16.0%. Net assets (after liabilities) closed the year at $27M, with reported net income of $-5,169,426 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$32M
Total Assets (End of Year)$27M
Net Assets (End of Year)$27M
Net Income$-5,169,426
Plan TypeDefined Benefit (Pension)
Employer EIN630437949
Plan Effective Date1961-09-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Birmingham P & S Lu 91 Pf)

Year Plans Participants Total Assets
2022 1 317 $27M
2023 1 317 $28M
2024 1 353 $31M

Nearby Defined Benefit (Pension) Plans in Alabama

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

Frequently Asked Questions

How much money is in the Birmingham P & S Local Union No. 91 Pension Fund?
As of the 2022 Form 5500 filing, Birmingham P & S Local Union No. 91 Pension Fund holds $27M in total assets with 317 participants. It is sponsored by Board of Trustees of the Birmingham P & S Lu 91 Pf.
What type of plan is Birmingham P & S Local Union No. 91 Pension Fund?
Birmingham P & S Local Union No. 91 Pension Fund is a Defined Benefit (Pension) plan. It has been effective since 1961-09-06. The plan is filed with the U.S. Department of Labor under EIN 630437949.
Who sponsors the Birmingham P & S Local Union No. 91 Pension Fund?
Birmingham P & S Local Union No. 91 Pension Fund is sponsored by Board of Trustees of the Birmingham P & S Lu 91 Pf, located in Alabama. The sponsor's EIN is 630437949 and the plan operates in the Construction industry.
How did Birmingham P & S Local Union No. 91 Pension Fund perform in 2022?
Birmingham P & S Local Union No. 91 Pension Fund declined by 16.0% during 2022, moving from $32M to $27M in total assets. Net income was $-5,169,426.
Where can I find official filings for Birmingham P & S Local Union No. 91 Pension Fund?
Official Form 5500 filings for Birmingham P & S Local Union No. 91 Pension Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 630437949 or plan name at efast.dol.gov.
How does Birmingham P & S Local Union No. 91 Pension Fund compare to other plans?
You can compare Birmingham P & S Local Union No. 91 Pension Fund against other Defined Benefit (Pension) plans on the plan type page, or view plans in Alabama on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 630437949.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.