Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees of the Birmingham P & S Lu 91 Pf Pension Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
317
Participants Below avg headcount
81st
Percentile by assets National rank
$85,590
Avg per participant Below avg balance/head
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Official DOL plan name: Birmingham P & S Local Union No. 91 Pension Fund · Sponsored by Board of Trustees of the Birmingham P & S Lu 91 Pf · Alabama · Construction

$27M in assets, 317 participants

Board of Trustees of the Birmingham P & S Lu 91 Pf's Birmingham P & S Local Union No. 91 Pension Fund reported $27M in total assets and 317 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #8,004 in Construction (9,927 peers)

Where Birmingham P & S Local Union No. 91 Pension Fund sits by assets

Birmingham P & S Local Union No. 91 Pension Fund sits in the top quartile of all filed plans by assets, $27M for 317 participants (~$85,590/participant), down 16.0% in 2022.

#8,004
in Construction (9,927 peers)
-16.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

Birmingham P & S Local Union No. 91 Pension Fund's outsized position by total assets

Birmingham P & S Local Union No. 91 Pension Fund vs every filed plan by assets

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

$27,132,073 Top 19% higher than 81% 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

Birmingham P & S Local Union No. 91 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. Birmingham P & S Local Union No. 91 Pension Fund sits mid-pack in the medium band (317 participants).

DOL schedule card

Filing strip 630437949 · Board of Trustees of the Birmingham P & S Lu 91 Pf PY 2022 · Defined Benefit (Pension)

Birmingham P & S Local Union No. 91 Pension Fund · $27M · 317 · 81st

  • EIN $27M
  • EIN 317
  • EIN 81st
  • EIN Defined Benefit (Pension)
  • EIN near Roofers Local Union No. 22 Pension Fund
  • EIN ind #8004

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 Construction retirement plans → · Plans in Alabama →

Birmingham P & S Local Union No. 91 Pension Fund in the asset neighbourhood

Birmingham P & S Local Union No. 91 Pension FundBirmingham P & S Local Union…$27MRoofers Local Union No. 22 Pension FundRoofers Local Union No. 22 P…$27MSuez Water Environmental Services Inc. Pension PlanSuez Water Environmental Ser…$27MAlliance for Audited Media Retirement Income PlanAlliance for Audited Media R…$27MParker Jewish Institute for Health Care & Rehab Defined Benefit Pension PlanParker Jewish Institute for …$27M
End-of-year total assets ($M) among Birmingham P & S Local Union No. 91 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)$32M
Net Assets (End of Year)$27M
Net Income-$5M
Employer EIN630437949
Plan Effective Date1961-09-06
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Board of Trustees of the Birmingham P & S Lu 91 Pf plans reported in each filing year

Latest sponsor-wide plan assets
$31M 14.826887720669188% vs 2022
2024 filing year
$26M$28M$30M$32M 202220232024 $27.1M $31.2M ▲ +14.8%
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.

Birmingham P & S Local Union No. 91 Pension Fund vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. 0100020003000 -0.500.511.5 Total assets ($B) Participants Birmingham P & S Local Union No. 91 Pension Fund, Total assets ($B): 0.027132073 · Participants: 317Birmingham P & S Local Union No. 91 Pension FundRegions Financial Corporation Retirement Plan, Total assets ($B): 1.234102296 · Participants: 309Regions Financial Corporation Retirement PlanRegions Financial Corporation Retirement Plan for Associates, Total assets ($B): 0.700189014 · Participants: 2672Regions Financial Corporation Retirement Plan for AssociatesBlue Cross and Blue Shield of Alabama Retirement Plan, Total assets ($B): 0.655441132 · Participants: 2154Blue Cross and Blue Shield of Alabama Retirement PlanVulcan Materials Company Pension Plan, Total assets ($B): 0.502591014 · Participants: 879Vulcan Materials Company Pension PlanAmerican Cast Iron Pipe Company Pension Plan, Total assets ($B): 0.432303132 · Participants: 869American Cast Iron Pipe Company Pension Plan
Birmingham P & S Local Union No. 91 Pension Fund vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants

Birmingham P & S Local Union No. 91 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alabama, the nearest Defined Benefit (Pension) by assets is Roofers Local Union No. 22 Pension Fund in NY ($27M); by covered participants it is Knights of Columbus Retirement Plan for Bargaining Unit Employees in CT (317 participants). Same-state nearby plans are listed separately above.

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 Birmingham P & S Local Union No. 91 Pension Fund assets move in 2022?
Birmingham P & S Local Union No. 91 Pension Fund declined sharply - down 16.0% during 2022, from $32M to $27M. Reported net income was -$5M.
How have Board of Trustees of the Birmingham P & S Lu 91 Pf plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees of the Birmingham P & S Lu 91 Pf's sponsor-wide assets grew 14.8%, from $27M to $31M.
Where does Birmingham P & S Local Union No. 91 Pension Fund rank by assets among Form 5500 filers?
Birmingham P & S Local Union No. 91 Pension Fund ranks in the 81st 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 Birmingham P & S Local Union No. 91 Pension Fund?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Roofers Local Union No. 22 Pension Fund in NY ($27M, 240 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Birmingham P & S Local Union No. 91 Pension Fund?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Knights of Columbus Retirement Plan for Bargaining Unit Employees in CT (317 participants, $95M in assets).