401(k) · DOL Form 5500 · 2022
Board of Trustees of Local 52 401(k) Plan
Data updated 2026-08-11
- $424M
- Total assets
- 5,574
- Participants
- 98th
- Percentile by assets
- $76,133
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $424M
- total plan assets (2022 EOY)
- 5,574
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $76,133
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Local 52 401 (K) Fund reports 5,574 participants - 7.0x that state average ($424M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $487M |
|---|---|
| Net Assets (End of Year) | $421M |
| Net Income | -$62M |
| Employer EIN | 134059105 |
| Plan Effective Date | 1999-07-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Local 52)
| 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
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
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 (401(k), $561M, 5,406 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Local 52 401 (K) Fund by total assets, not by location.
- Gainwell Technologies 401(k) Plan (AK) $424M · 8,051
- Sonic Automotive, Inc. 401(k) Plan & Trust (NC) $424M · 7,953
- Cargill Investment Plan (MN) $424M · 10,391
- The Gores Group, LLC - 401(k) Plan (CO) $424M · 4,465
Frequently Asked Questions
How did Local 52 401 (K) Fund assets move in 2022? ▼
How have Board of Trustees of Local 52 plan assets changed over time? ▼
Where does Local 52 401 (K) Fund rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Local 52 401 (K) Fund? ▼
Next read for Local 52 401 (K) Fund
Filing takeaways
Ways to act on Local 52 401 (K) Fund's numbers.
- By total assets, Local 52 401 (K) Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Board of Trustees of Local 52's sponsor-wide assets have grown 32.3% since 2022 across 3 plan years on file. More Finance & Insurance plans