401(k) · DOL Form 5500 · 2022

Board of Trustees of Local 52 401(k) Plan

Data updated 2026-08-25

$424M
Total assets Above avg plan size
5,574
Participants Above avg headcount
98th
Percentile by assets National rank
$76,133
Avg per participant Below avg balance/head
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Official DOL plan name: Local 52 401 (K) Fund · Sponsored by Board of Trustees of Local 52 · New York · Finance & Insurance

$424M in assets, 5,574 participants

Board of Trustees of Local 52's Local 52 401 (K) Fund reported $424M in total assets and 5,574 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,858 in Finance & Insurance (9,261 peers)

Coverage in New York

Local 52 401 (K) Fund covers 5,574 participants in New York, 7.0x the typical New York plan (state average ~798 per filing). Assets: $424M.

#8,858
in Finance & Insurance (9,261 peers)
-12.8%
assets change YoY
4.3×
vs typical plan assets (national mean)

The plan reported a net loss of $62M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 52 401 (K) Fund's outsized position by total assets

Local 52 401 (K) Fund vs every filed plan by assets

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

$424,365,787 Top 2% higher than 98% 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 52 401 (K) Fund's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 52 401 (K) Fund lands in the large band (5,574 participants).

EBSA filing schedule strip

Filing strip 134059105 · Board of Trustees of Local 52 PY 2022 · 401(k)

Local 52 401 (K) Fund · $424M · 5,574 · 98th

  • ASSETS $424M
  • PCT 5,574
  • EIN 98th
  • RANK 401(k)
  • PHOTO near Gainwell Technologies 401(k) Plan
  • IND ind #8858

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 52 401 (K) Fund in the asset neighbourhood

Sonic Automotive, Inc. 401(k) Plan & TrustSonic Automotive, Inc. 401(k…$424MLocal 52 401 (K) Fund$424MGainwell Technologies 401(k) PlanGainwell Technologies 401(k)…$424MCargill Investment Plan$424MThe Gores Group, LLC - 401(k) PlanThe Gores Group, LLC - 401(k…$424M
End-of-year total assets ($M) among Local 52 401 (K) Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$487M
Net Assets (End of Year)$421M
Net Income-$62M
Employer EIN134059105
Plan Effective Date1999-07-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Local 52)

Sponsor-wide plan assets over time

All Board of Trustees of Local 52 plans reported in each filing year

Latest sponsor-wide plan assets
$561M 32.294625815346414% vs 2022
2024 filing year
$400M$450M$500M$550M$600M 202220232024 $424M $561M ▲ +32.3%
Year Plans Participants Total Assets
2022 1 5,574 $424M
2023 1 5,907 $494M
2024 1 5,406 $561M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Local 52 401 (K) Fund vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Local 52 401 (K) Fund, Total assets ($B): 0.424365787 · Participants: 5574Local 52 401 (K) FundIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Local 52 401 (K) Fund vs. nearby 401(k) plans in New York, assets vs. participants
Compare Local 52 401 (K) Fund side-by-side with 3 peers →

Scale composition for Local 52 401 (K) Fund

Local 52 401 (K) Fund reports $424M in end-of-year assets across 5,574 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $76,133 per participant (55% of the national average assets-per-participant) . Net income for plan year 2022 was -$62M.

This plan identity (EIN 134059105, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $424M to $561M (+32.3%) while covered participants moved from 5,574 to 5,406 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,574 $424M This page
2023 5,907 $494M Open filing
2024 · index core 5,406 $561M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Local 52 401 (K) Fund's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Gainwell Technologies 401(k) Plan in AK ($424M); by covered participants it is Bryan Health Retirement Savings Plan in NE (5,575 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($424M here).

Similar participant headcount

Nearest other-state filings by covered participants (5,574 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 52 401 (K) Fund assets move in 2022? ▼
Local 52 401 (K) Fund pulled back noticeably - down 12.8% during 2022, from $487M to $424M. Reported net income was -$62M.
How have Board of Trustees of Local 52 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Local 52's sponsor-wide assets grew 32.3%, from $424M to $561M.
Where does Local 52 401 (K) Fund rank by assets among Form 5500 filers? ▼
Local 52 401 (K) Fund ranks in the 98th 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).
Which 401(k) plans are similar in size to Local 52 401 (K) Fund? ▼
Among 401(k) plans in other states, the closest by assets is Gainwell Technologies 401(k) Plan in AK ($424M, 8,051 participants).
Which 401(k) plans cover a similar participant headcount to Local 52 401 (K) Fund? ▼
Among 401(k) plans in other states, the closest by covered participants is Bryan Health Retirement Savings Plan in NE (5,575 participants, $583M 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 134059105.

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.