Defined Benefit (Pension) · DOL Form 5500 · 2022

Joint Board of Trustees Local 305 CIO Pe Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
7
Participants Small participant base
42nd
Percentile by assets National rank
$453,108
Avg per participant High balance/head
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Official DOL plan name: Local 305 CIO Pension Fund · Sponsored by Joint Board of Trustees Local 305 CIO Pe · New York · Manufacturing

$3M in assets, 7 participants

Joint Board of Trustees Local 305 CIO Pe's Local 305 CIO Pension Fund reported $3M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #5,099 in Manufacturing (20,602 peers)

Joint Board of Trustees Local 305 CIO Pe multi-year trail

Joint Board of Trustees Local 305 CIO Pe's plans moved +1065.0% in assets from 2022 to 2024; this filing shows Local 305 CIO Pension Fund at $3M / 7 participants.

#5,099
in Manufacturing (20,602 peers)
-46.0%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 305 CIO Pension Fund's mid-pack asset rank among Manufacturing and all filers

Local 305 CIO Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,171,757 42nd percentile higher than 42% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Local 305 CIO Pension Fund among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 305 CIO Pension Fund is a micro filing (7 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 132864446 · Joint Board of Trustees Local 305 CIO Pe PY 2022 · Defined Benefit (Pension)

Local 305 CIO Pension Fund · $3M · 7 · 42nd

  • TYPE $3M
  • NET 7
  • BOOK 42nd
  • VS-ST Defined Benefit (Pension)
  • BOY near Hertz Lichtenstein & Young, L.L.P. Cash Balance Plan
  • SCH ind #5099

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 Manufacturing retirement plans → · Plans in New York →

Local 305 CIO Pension Fund in the asset neighbourhood

James Y. Chang Defined Benefit Pension PlanJames Y. Chang Defined Benef…$3MZinshaus, Inc. Defined Benefit Pension PlanZinshaus, Inc. Defined Benef…$3MLocal 305 CIO Pension Fund$3MHertz Lichtenstein & Young, L.L.P. Cash Balance PlanHertz Lichtenstein & Young, …$3MAluminum, Brick & Glass Workers International Unio Eastern District Council No. 12 Pension PlanAluminum, Brick & Glass Work…$3M
End-of-year total assets ($M) among Local 305 CIO Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Joint Board of Trustees Local 305 CIO Pe multi-year asset trail

Sponsor-wide plan assets over time

All Joint Board of Trustees Local 305 CIO Pe plans reported in each filing year

Latest sponsor-wide plan assets
$37M 1064.952012401959% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $3.17M $37M ▲ +1065.6%
Year Plans Participants Total Assets
2022 1 7 $3M
2023 1 6 $38M
2024 1 2 $37M

Joint Board of Trustees Local 305 CIO Pe filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$3M
Net Income-$3M
Employer EIN132864446
Plan Effective Date1952-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Local 305 CIO Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Local 305 CIO Pension Fund, Total assets ($B): 0.003171757 · Participants: 7Local 305 CIO Pension FundIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Local 305 CIO Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 305 CIO Pension Fund side-by-side with 3 peers →

Local 305 CIO 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 Hertz Lichtenstein & Young, L.L.P. Cash Balance Plan in CA ($3M); by covered participants it is Chicago Medical Society Pension Plan in IL (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Local 305 CIO Pension Fund assets move in 2022? ▼
Local 305 CIO Pension Fund contracted severely - down 46.0% during 2022, from $6M to $3M. Reported net income was -$3M.
How have Joint Board of Trustees Local 305 CIO Pe plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joint Board of Trustees Local 305 CIO Pe's sponsor-wide assets grew 1065.0%, from $3M to $37M.
Which Defined Benefit (Pension) plans are similar in size to Local 305 CIO Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hertz Lichtenstein & Young, L.L.P. Cash Balance Plan in CA ($3M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 305 CIO Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Chicago Medical Society Pension Plan in IL (7 participants, $2M in assets).

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 132864446.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.