Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees - Pension Fund Local 764 Pension Plan
Data updated 2026-08-25
- $144M
- Total assets Near avg plan size
- 1,419
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $101,435
- Avg per participant Below avg balance/head
Official DOL plan name: Pension Fund of Wardrobe Attendants Union Local 764 · Sponsored by Board of Trustees - Pension Fund Local 764 · New York · Finance & Insurance
$144M in assets, 1,419 participants
Board of Trustees - Pension Fund Local 764's Pension Fund of Wardrobe Attendants Union Local 764 reported $144M in total assets and 1,419 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #8,410 in Finance & Insurance (9,261 peers)
Where Pension Fund of Wardrobe Attendants Union Local 764 sits by assets
Pension Fund of Wardrobe Attendants Union Local 764 sits in the top 10% of all filed plans by assets, $144M for 1,419 participants (~$101,435/participant), down 12.8% in 2022.
- #8,410
- in Finance & Insurance (9,261 peers)
- -12.8%
- assets change YoY
- 1.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pension Fund of Wardrobe Attendants Union Local 764's outsized position by total assets
Pension Fund of Wardrobe Attendants Union Local 764 vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$143,936,804 Top 6% higher than 94% 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
Pension Fund of Wardrobe Attendants Union Local 764'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. Pension Fund of Wardrobe Attendants Union Local 764 lands in the large band (1,419 participants).
DOL schedule card
Filing strip 136137855 · Board of Trustees - Pension Fund Local 764 PY 2022 · Defined Benefit (Pension)
Pension Fund of Wardrobe Attendants Union Local 764 · $144M · 1,419 · 94th
- 5500 $144M
- 5500 1,419
- 5500 94th
- 5500 Defined Benefit (Pension)
- 5500 near Plan for Retirement Allowances for Represented Employees
- 5500 ind #8410
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 →
Pension Fund of Wardrobe Attendants Union Local 764 in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $165M |
|---|---|
| Net Assets (End of Year) | $144M |
| Net Income | -$21M |
| Employer EIN | 136137855 |
| Plan Effective Date | 1961-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees - Pension Fund Local 764)
Sponsor-wide plan assets over time
All Board of Trustees - Pension Fund Local 764 plans reported in each filing year
- Latest sponsor-wide plan assets
- $171M 18.602641753807454% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,419 | $144M |
| 2023 | 1 | 1,630 | $159M |
| 2024 | 1 | 1,535 | $171M |
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
Pension Fund of Wardrobe Attendants Union Local 764's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Plan for Retirement Allowances for Represented Employees in NJ ($144M); by covered participants it is Sentry Employee Retirement Plan in WI (1,421 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($144M here).
- Plan for Retirement Allowances for Represented Employees (NJ) $144M · 295
- Gerdau Ameristeel US Retirement Plan (FL) $144M · 588
- Mclaren St. Luke's Retirement Plan (OH) $144M · 363
- St. Luke's Health System Basic Pension Plan (ID) $144M · 268
Similar participant headcount
Nearest other-state filings by covered participants (1,419 participants); asset peers above are excluded.
- Sentry Employee Retirement Plan (WI) 1,421 · 2 off
- Sanofi Pasteur Inc. Retirement Plan (PA) 1,421 · 2 off
- New Jersey Manufacturers Insurance Company Retirement Plan (NJ) 1,421 · 2 off
- San Jose Market Pension Plan (TN) 1,424 · 5 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.