Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees of Local 1205 Pension Fund Pension Plan
Data updated 2026-08-25
- $216M
- Total assets Near avg plan size
- 689
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $313,239
- Avg per participant High balance/head
Official DOL plan name: Local 1205 Pension Fund · Sponsored by Board of Trustees of Local 1205 Pension Fund · New York · Retail Trade
$216M in assets, 689 participants
Board of Trustees of Local 1205 Pension Fund's Local 1205 Pension Fund reported $216M in total assets and 689 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #9,300 in Retail Trade (9,519 peers)
Where Local 1205 Pension Fund sits by assets
Local 1205 Pension Fund sits in the top 5% of all filed plans by assets, $216M for 689 participants (~$313,239/participant), down 13.3% in 2022.
- #9,300
- in Retail Trade (9,519 peers)
- -13.3%
- assets change YoY
- 2.2×
- vs typical plan assets (national mean)
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.
Local 1205 Pension Fund's outsized position by total assets
Local 1205 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$215,821,971 Top 4% higher than 96% 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 1205 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. Local 1205 Pension Fund sits mid-pack in the medium band (689 participants).
Form 5500 schedule snapshot
Filing strip 111880353 · Board of Trustees of Local 1205 Pension Fund PY 2022 · Defined Benefit (Pension)
Local 1205 Pension Fund · $216M · 689 · 96th
- NET $216M
- NET 689
- NET 96th
- NET Defined Benefit (Pension)
- NET near Swisher International, Inc. Retirement Income Plan for Salaried Employees
- NET ind #9300
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 Retail Trade retirement plans → · Plans in New York →
Local 1205 Pension Fund in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $249M |
|---|---|
| Net Assets (End of Year) | $216M |
| Net Income | -$33M |
| Employer EIN | 111880353 |
| Plan Effective Date | 1954-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Local 1205 Pension Fund)
Sponsor-wide plan assets over time
All Board of Trustees of Local 1205 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $269M 24.85457099268174% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 689 | $216M |
| 2023 | 1 | 687 | $243M |
| 2024 | 1 | 702 | $269M |
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 1205 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 Swisher International, Inc. Retirement Income Plan for Salaried Employees in CT ($216M); by covered participants it is United Steelworkers International Union Staff Pension Plan in PA (689 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($216M here).
- Swisher International, Inc. Retirement Income Plan for Salaried Employees (CT) $216M · 276
- Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield Association (IL) $216M · 212
- Pension Plan for Office Employees of the International Brotherhood of Electrical Workers (DC) $216M · 241
- Laborers Local Union No. 158 Pension Plan (PA) $216M · 1,141
Similar participant headcount
Nearest other-state filings by covered participants (689 participants); asset peers above are excluded.
- United Steelworkers International Union Staff Pension Plan (PA) 689 · 0 off
- The Cooper Health System Retirement Plan (NJ) 690 · 1 off
- Automotive Machinists Pension Plan (WA) 688 · 1 off
- Schaeffler Group USA Inc. Pension Plan (SC) 690 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.