Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees - Pension Fund Local 764 Pension Plan
Data updated 2026-08-11
- $144M
- Total assets
- 1,419
- Participants
- 94th
- Percentile by assets
- $101,435
- Avg per participant
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.
- 94th percentile by assets (of 139,126 plans)
- #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.
- $144M
- total plan assets (2022 EOY)
- 1,419
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $101,435
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Pension Fund of Wardrobe Attendants Union Local 764 outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).
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)
| 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.
Pension Fund of Wardrobe Attendants Union Local 764 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 Pension Fund of Wardrobe Attendants Union Local 764 by total assets, not by location.
- 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
Frequently Asked Questions
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Scale reading
Ways to act on Pension Fund of Wardrobe Attendants Union Local 764's numbers.
- By total assets, Pension Fund of Wardrobe Attendants Union Local 764 ranks in the top 10% 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
- Board of Trustees - Pension Fund Local 764's sponsor-wide assets have grown 18.6% since 2022 across 3 plan years on file. More Finance & Insurance plans