Other
2022 plan-year Other DOL Form 5500

Local 1205 Pension Fund

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

Sponsored by Board of Trustees of Local 1205 Pension Fund · New York · Retail Trade

What the 2023 filing shows

Local 1205 Pension Fund holds $216M for 689 participants — about $313,239 per participant, down 13.3% over the 2022 plan year.

$216M
total plan assets (2022 EOY)
689
covered participants
$313,239
avg assets per participant
-13.3%
assets change YoY

The plan reported a net loss of $33M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$216M
Participants
689
State
Industry
Retail Trade

What the Filing Says About Local 1205 Pension Fund

Local 1205 Pension Fund is a Other retirement plan sponsored by Board of Trustees of Local 1205 Pension Fund, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $216M in total end-of-year assets and covers 689 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 111880353, and the plan has been effective since 1954-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $249M at the beginning of 2022 to $216M at year-end — a decline of 13.3%. Net assets (after liabilities) closed the year at $216M, with reported net income of $-33,122,880 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)$249M
Total Assets (End of Year)$216M
Net Assets (End of Year)$216M
Net Income$-33,122,880
Plan TypeOther
Employer EIN111880353
Plan Effective Date1954-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Local 1205 Pension Fund)

Year Plans Participants Total Assets
2022 1 689 $216M
2023 1 687 $243M
2024 1 702 $269M

Nearby Other Plans in New York

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Local 1205 Pension Fund?
As of the 2022 Form 5500 filing, Local 1205 Pension Fund holds $216M in total assets with 689 participants. It is sponsored by Board of Trustees of Local 1205 Pension Fund.
What type of plan is Local 1205 Pension Fund?
Local 1205 Pension Fund is a Other plan. It has been effective since 1954-01-01. The plan is filed with the U.S. Department of Labor under EIN 111880353.
Who sponsors the Local 1205 Pension Fund?
Local 1205 Pension Fund is sponsored by Board of Trustees of Local 1205 Pension Fund, located in New York. The sponsor's EIN is 111880353 and the plan operates in the Retail Trade industry.
How did Local 1205 Pension Fund perform in 2022?
Local 1205 Pension Fund declined by 13.3% during 2022, moving from $249M to $216M in total assets. Net income was $-33,122,880.
Where can I find official filings for Local 1205 Pension Fund?
Official Form 5500 filings for Local 1205 Pension Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 111880353 or plan name at efast.dol.gov.
How does Local 1205 Pension Fund compare to other plans?
You can compare Local 1205 Pension Fund against other Other plans on the plan type page, or view plans in New York 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 111880353.

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.