Defined Benefit (Pension) · DOL Form 5500 · 2022

Local 463 Pension Fund Board of Trustees Pension Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
216
Participants Below avg headcount
91st
Percentile by assets National rank
$370,912
Avg per participant High balance/head
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Official DOL plan name: Local 463 Pension Fund · Sponsored by Local 463 Pension Fund Board of Trustees · New York · Finance & Insurance

$80M in assets, 216 participants

Local 463 Pension Fund Board of Trustees's Local 463 Pension Fund reported $80M in total assets and 216 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,995 in Finance & Insurance (9,261 peers)

Coverage in New York

Local 463 Pension Fund covers 216 participants in New York, about 27% of the average New York filer (state average ~798 per filing). Assets: $80M.

#7,995
in Finance & Insurance (9,261 peers)
-22.4%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 463 Pension Fund's outsized position by total assets

Local 463 Pension Fund vs every filed plan by assets

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

$80,116,998 Top 9% higher than 91% 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 463 Pension Fund 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. Local 463 Pension Fund sits mid-pack in the medium band (216 participants).

DOL schedule card

Filing strip 111800729 · Local 463 Pension Fund Board of Trustees PY 2022 · Defined Benefit (Pension)

Local 463 Pension Fund · $80M · 216 · 91st

  • BOY $80M
  • SCH 216
  • EBSA 91st
  • PART Defined Benefit (Pension)
  • TYPE near Retirement Income Plan for Salaried Employees of Essex Group, Inc.
  • NET ind #7995

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 →

Local 463 Pension Fund in the asset neighbourhood

Catv Industry-IBEW Pension PlanCatv Industry-IBEW Pension P…$80MGannett Fleming, Inc. Pension PlanGannett Fleming, Inc. Pensio…$80MRetirement Income Plan for Salaried Employees of Essex Group, Inc.Retirement Income Plan for S…$80MLocal 463 Pension Fund$80MGraftech International Holdings Inc. Retirement PlanGraftech International Holdi…$80M
End-of-year total assets ($M) among Local 463 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$103M
Net Assets (End of Year)$80M
Net Income-$23M
Employer EIN111800729
Plan Effective Date1956-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Local 463 Pension Fund Board of Trustees)

Sponsor-wide plan assets over time

All Local 463 Pension Fund Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$91M 13.12411505982788% vs 2022
2024 filing year
$75M$80M$85M$90M$95M 202220232024 $80.1M $90.6M ▲ +13.1%
Year Plans Participants Total Assets
2022 1 216 $80M
2023 1 218 $87M
2024 1 190 $91M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 463 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Local 463 Pension Fund, Total assets ($B): 0.080116998 · Participants: 216Local 463 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 463 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 463 Pension Fund side-by-side with 3 peers →

Local 463 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 Retirement Income Plan for Salaried Employees of Essex Group, Inc. in GA ($80M); by covered participants it is Omelveny & Myers LLP Cash Balance Plan in CA (216 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (216 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 463 Pension Fund assets move in 2022? ▼
Local 463 Pension Fund declined sharply - down 22.4% during 2022, from $103M to $80M. Reported net income was -$23M.
How have Local 463 Pension Fund Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Local 463 Pension Fund Board of Trustees's sponsor-wide assets grew 13.1%, from $80M to $91M.
Where does Local 463 Pension Fund rank by assets among Form 5500 filers? ▼
Local 463 Pension Fund ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Local 463 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Income Plan for Salaried Employees of Essex Group, Inc. in GA ($80M, 81 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 463 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Omelveny & Myers LLP Cash Balance Plan in CA (216 participants, $152M 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 111800729.

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.