Defined Benefit (Pension) · DOL Form 5500 · 2022
Theatrical Teamsters Local 817 Pension Fund Pension Plan
Data updated 2026-08-11
- $566M
- Total assets
- 1,354
- Participants
- 98th
- Percentile by assets
- $418,277
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $566M
- total plan assets (2022 EOY)
- 1,354
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $418,277
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Local 817 Ibt Pension Fund outranks 98% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 5.7x the national average plan size of $100M (721 average participants).
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)
| 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.
Local 817 Ibt Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Local 817 Ibt Pension Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did Local 817 Ibt Pension Fund assets move in 2022? ▼
How have Theatrical Teamsters Local 817 Pension Fund plan assets changed over time? ▼
Where does Local 817 Ibt Pension Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Local 817 Ibt Pension Fund? ▼
Next read for Local 817 Ibt Pension Fund
Scale reading
Ways to act on Local 817 Ibt Pension Fund's numbers.
- By total assets, Local 817 Ibt Pension Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Theatrical Teamsters Local 817 Pension Fund's sponsor-wide assets have grown 32.9% since 2022 across 3 plan years on file. More Finance & Insurance plans