Defined Benefit (Pension) · DOL Form 5500 · 2022
Theatrical Teamsters Local 817 Pension Fund Pension Plan
Data updated 2026-08-25
- $566M
- Total assets Above avg plan size
- 1,354
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $418,277
- Avg per participant High balance/head
Official DOL plan name: Local 817 Ibt Pension Fund · Sponsored by Theatrical Teamsters Local 817 Pension Fund · New York · Finance & Insurance
$566M in assets, 1,354 participants
Theatrical Teamsters Local 817 Pension Fund's Local 817 Ibt Pension Fund reported $566M in total assets and 1,354 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #8,936 in Finance & Insurance (9,261 peers)
Where Local 817 Ibt Pension Fund sits by assets
Local 817 Ibt Pension Fund sits in the top 5% of all filed plans by assets, $566M for 1,354 participants (~$418,277/participant), down 8.3% in 2022.
- #8,936
- in Finance & Insurance (9,261 peers)
- -8.3%
- assets change YoY
- 5.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $52M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Local 817 Ibt Pension Fund's outsized position by total assets
Local 817 Ibt Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$566,346,853 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Local 817 Ibt Pension Fund's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 817 Ibt Pension Fund lands in the large band (1,354 participants).
Plan-year Form 5500 strip
Filing strip 112610489 · Theatrical Teamsters Local 817 Pension Fund PY 2022 · Defined Benefit (Pension)
Local 817 Ibt Pension Fund · $566M · 1,354 · 98th
- EOY $566M
- EOY 1,354
- EOY 98th
- EOY Defined Benefit (Pension)
- EOY near Teamsters Local 641 Pension Fund
- EOY ind #8936
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 Finance & Insurance retirement plans → · Plans in New York →
Local 817 Ibt Pension Fund in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $618M |
|---|---|
| Net Assets (End of Year) | $566M |
| Net Income | -$52M |
| Employer EIN | 112610489 |
| Plan Effective Date | 1959-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Theatrical Teamsters Local 817 Pension Fund)
Sponsor-wide plan assets over time
All Theatrical Teamsters Local 817 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $753M 32.917644198510274% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,354 | $566M |
| 2023 | 1 | 1,488 | $625M |
| 2024 | 1 | 1,079 | $753M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Local 817 Ibt 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 Teamsters Local 641 Pension Fund in NJ ($568M); by covered participants it is Lake Michigan Credit Union Cash Balance Defined Benefit Plan and Trust in MI (1,355 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($566M here).
- Teamsters Local 641 Pension Fund (NJ) $568M · 453
- Schneider Electric Pension Plan (IL) $568M · 1,810
- Retirement Plan for Select GE Businesses (CT) $564M · 87
- Norton Rose Fulbright US LLP Pension Plan (TX) $563M · 290
Similar participant headcount
Nearest other-state filings by covered participants (1,354 participants); asset peers above are excluded.
- Lake Michigan Credit Union Cash Balance Defined Benefit Plan and Trust (MI) 1,355 · 1 off
- Carpenters & Millwrights of Houston Vicinity Pension Fund (TN) 1,355 · 1 off
- Lafargeholcim US Pension Plan (MI) 1,358 · 4 off
- IBEW Local Union No. 22/NECA Defined Benefit Pension Fund, Plan a (NE) 1,348 · 6 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.