Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Pension Fund of Wardrobe Attendants Union Local 764

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

Sponsored by Board of Trustees - Pension Fund Local 764 · New York · Finance & Insurance

What the 2023 filing shows

Pension Fund of Wardrobe Attendants Union Local 764 holds $144M for 1,419 participants — about $101,435 per participant, down 12.8% over the 2022 plan year.

$144M
total plan assets (2022 EOY)
1,419
covered participants
$101,435
avg assets per participant
-12.8%
assets change YoY

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.

Total Assets (2023)
$144M
Participants
1,419
State
Industry
Finance & Insurance

What the Filing Says About Pension Fund of Wardrobe Attendants Union Local 764

Pension Fund of Wardrobe Attendants Union Local 764 is a Defined Benefit (Pension) retirement plan sponsored by Board of Trustees - Pension Fund Local 764, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $144M in total end-of-year assets and covers 1,419 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 136137855, and the plan has been effective since 1961-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $165M at the beginning of 2022 to $144M at year-end — a decline of 12.8%. Net assets (after liabilities) closed the year at $144M, with reported net income of $-21,046,169 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)$165M
Total Assets (End of Year)$144M
Net Assets (End of Year)$144M
Net Income$-21,046,169
Plan TypeDefined Benefit (Pension)
Employer EIN136137855
Plan Effective Date1961-07-01
Filing StatusFILING 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

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Frequently Asked Questions

How much money is in the Pension Fund of Wardrobe Attendants Union Local 764?
As of the 2022 Form 5500 filing, Pension Fund of Wardrobe Attendants Union Local 764 holds $144M in total assets with 1,419 participants. It is sponsored by Board of Trustees - Pension Fund Local 764.
What type of plan is Pension Fund of Wardrobe Attendants Union Local 764?
Pension Fund of Wardrobe Attendants Union Local 764 is a Defined Benefit (Pension) plan. It has been effective since 1961-07-01. The plan is filed with the U.S. Department of Labor under EIN 136137855.
Who sponsors the Pension Fund of Wardrobe Attendants Union Local 764?
Pension Fund of Wardrobe Attendants Union Local 764 is sponsored by Board of Trustees - Pension Fund Local 764, located in New York. The sponsor's EIN is 136137855 and the plan operates in the Finance & Insurance industry.
How did Pension Fund of Wardrobe Attendants Union Local 764 perform in 2022?
Pension Fund of Wardrobe Attendants Union Local 764 declined by 12.8% during 2022, moving from $165M to $144M in total assets. Net income was $-21,046,169.
Where can I find official filings for Pension Fund of Wardrobe Attendants Union Local 764?
Official Form 5500 filings for Pension Fund of Wardrobe Attendants Union Local 764 are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 136137855 or plan name at efast.dol.gov.
How does Pension Fund of Wardrobe Attendants Union Local 764 compare to other plans?
You can compare Pension Fund of Wardrobe Attendants Union Local 764 against other Defined Benefit (Pension) 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 136137855.

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.