Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees of Pension Fund Private Sanitation Union Local 813 I Pension Plan

Q: How did Pension Plan Private Sanitation Union Local 813 Ibt assets move in 2022?

Pension Plan Private Sanitation Union Local 813 Ibt declined sharply - down 19.1% during 2022, from $203M to $164M. Reported net income was -$39M.

Q: How have Board of Trustees of Pension Fund Private Sanitation Union Local 813 I plan assets changed over time?

Across 3 plan years on file (2022-2024), Board of Trustees of Pension Fund Private Sanitation Union Local 813 I's sponsor-wide assets grew 69.9%, from $164M to $279M.

Q: Where does Pension Plan Private Sanitation Union Local 813 Ibt rank by assets among Form 5500 filers?

Pension Plan Private Sanitation Union Local 813 Ibt ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).

Q: Which Defined Benefit (Pension) plans are similar in size to Pension Plan Private Sanitation Union Local 813 Ibt?

Among Defined Benefit (Pension) plans in other states, the closest by assets is Bricklayers' Pension Trust Fund-Metropolitan Area in MI ($164M, 464 participants).

Q: Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan Private Sanitation Union Local 813 Ibt?

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Kennametal Inc. Retirement Income Plan in SC (619 participants, $535M in assets).

Data updated 2026-08-25

$164M
Total assets Near avg plan size: 620
Participants Below avg headcount: 95th
Percentile by assets National rank: $264,640
Avg per participant High balance/head

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Official DOL plan name: Pension Plan Private Sanitation Union Local 813 Ibt · Sponsored by Board of Trustees of Pension Fund Private Sanitation Union Local 813 I · New York · Administrative & Support Services

$164M in assets, 620 participants

Board of Trustees of Pension Fund Private Sanitation Union Local 813 I's Pension Plan Private Sanitation Union Local 813 Ibt reported $164M in total assets and 620 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

#4,809 in Administrative & Support Services (4,927 peers)

Where Pension Plan Private Sanitation Union Local 813 Ibt sits by assets

Pension Plan Private Sanitation Union Local 813 Ibt sits in the top 5% of all filed plans by assets, $164M for 620 participants (~$264,640/participant), down 19.1% in 2022.

#4,809
in Administrative & Support Services (4,927 peers): -19.1%
assets change YoY: 1.6×
vs typical plan assets (national mean)

The plan reported a net loss of $39M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pension Plan Private Sanitation Union Local 813 Ibt's outsized position by total assets

Pension Plan Private Sanitation Union Local 813 Ibt vs every filed plan by assets

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

$164,076,553 Top 5% higher than 95% 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 Plan Private Sanitation Union Local 813 Ibt 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. Pension Plan Private Sanitation Union Local 813 Ibt sits mid-pack in the medium band (620 participants).

Micro (1-10) 37,406 filings (26%) Small (11-100) 30,574 filings (21%) Medium (101-1,000) 63,709 filings (45%) Large (1,001-10,000) 9,970 filings (7%) Mega (10,000+) 1,298 filings (<1%)

Form 5500 schedule snapshot

Filing strip 131975659 · Board of Trustees of Pension Fund Private Sanitation Union Local 813 I PY 2022 · Defined Benefit (Pension)

Pension Plan Private Sanitation Union Local 813 Ibt · $164M · 620 · 95th

IND $164M
IND 620
IND 95th
IND Defined Benefit (Pension)
IND near Bricklayers' Pension Trust Fund-Metropolitan Area
IND ind #4809

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 Administrative & Support Services retirement plans → · Plans in New York →

End-of-year total assets ($M) among Pension Plan Private Sanitation Union Local 813 Ibt and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)	$203M
Net Assets (End of Year)	$164M
Net Income	-$39M
Employer EIN	131975659
Plan Effective Date	1954-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees of Pension Fund Private Sanitation Union Local 813 I)

Latest sponsor-wide plan assets: $279M 69.8521043405879% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	620	$164M
2023	1	555	$169M
2024	1	519	$279M

Nearby Defined Benefit (Pension) Plans in New York

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

Pension Plan Private Sanitation Union Local 813 Ibt 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

Compare Pension Plan Private Sanitation Union Local 813 Ibt side-by-side with 3 peers →

Pension Plan Private Sanitation Union Local 813 Ibt's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Bricklayers' Pension Trust Fund-Metropolitan Area in MI ($164M); by covered participants it is Kennametal Inc. Retirement Income Plan in SC (619 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($164M here).

Bricklayers' Pension Trust Fund-Metropolitan Area (MI) $164M · 464
Local 309 Wiremans Pension Trust (MO) $163M · 389
Non-Contributory Retirement Program for Certain Employees of Blue Cross & Blue Shield of Mississippi (MS) $165M · 183
Pension Fund of Local Union No. 274 (NJ) $165M · 333

Similar participant headcount

Nearest other-state filings by covered participants (620 participants); asset peers above are excluded.

Kennametal Inc. Retirement Income Plan (SC) 619 · 1 off
Truliant Federal Credit Union Pension Plan (NC) 619 · 1 off
Simplot Pension Plan H (ID) 622 · 2 off
Hawaii Iron Workers' Pension Plan (HI) 618 · 2 off

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 Pension Plan Private Sanitation Union Local 813 Ibt assets move in 2022? ▼

Pension Plan Private Sanitation Union Local 813 Ibt declined sharply - down 19.1% during 2022, from $203M to $164M. Reported net income was -$39M.

How have Board of Trustees of Pension Fund Private Sanitation Union Local 813 I plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees of Pension Fund Private Sanitation Union Local 813 I's sponsor-wide assets grew 69.9%, from $164M to $279M.

Where does Pension Plan Private Sanitation Union Local 813 Ibt rank by assets among Form 5500 filers? ▼