Other
2022 plan-year Other DOL Form 5500

Service Employees International Union Local 1 Cleveland Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees of Service Employees International Union Local · Ohio · Administrative & Support Services

What the 2023 filing shows

Service Employees International Union Local 1 Cleveland Pension Plan holds $14M for 513 participants — about $28,243 per participant, down 17.7% over the 2022 plan year.

$14M
total plan assets (2022 EOY)
513
covered participants
$28,243
avg assets per participant
-17.7%
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.

Total Assets (2023)
$14M
Participants
513
State
Industry
Administrative & Support Services

What the Filing Says About Service Employees International Union Local 1 Cleveland Pension Plan

Service Employees International Union Local 1 Cleveland Pension Plan is a Other retirement plan sponsored by Board of Trustees of Service Employees International Union Local, headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $14M in total end-of-year assets and covers 513 participants across the Administrative & Support Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 346666717, and the plan has been effective since 1971-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $18M at the beginning of 2022 to $14M at year-end — a decline of 17.7%. Net assets (after liabilities) closed the year at $14M, with reported net income of $-3,131,081 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$18M
Total Assets (End of Year)$14M
Net Assets (End of Year)$14M
Net Income$-3,131,081
Plan TypeOther
Employer EIN346666717
Plan Effective Date1971-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Service Employees International Union Local)

Year Plans Participants Total Assets
2022 1 513 $14M
2023 1 503 $15M
2024 1 493 $16M

Nearby Other Plans in Ohio

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Service Employees International Union Local 1 Cleveland Pension Plan?
As of the 2022 Form 5500 filing, Service Employees International Union Local 1 Cleveland Pension Plan holds $14M in total assets with 513 participants. It is sponsored by Board of Trustees of Service Employees International Union Local.
What type of plan is Service Employees International Union Local 1 Cleveland Pension Plan?
Service Employees International Union Local 1 Cleveland Pension Plan is a Other plan. It has been effective since 1971-05-01. The plan is filed with the U.S. Department of Labor under EIN 346666717.
Who sponsors the Service Employees International Union Local 1 Cleveland Pension Plan?
Service Employees International Union Local 1 Cleveland Pension Plan is sponsored by Board of Trustees of Service Employees International Union Local, located in Ohio. The sponsor's EIN is 346666717 and the plan operates in the Administrative & Support Services industry.
How did Service Employees International Union Local 1 Cleveland Pension Plan perform in 2022?
Service Employees International Union Local 1 Cleveland Pension Plan declined by 17.7% during 2022, moving from $18M to $14M in total assets. Net income was $-3,131,081.
Where can I find official filings for Service Employees International Union Local 1 Cleveland Pension Plan?
Official Form 5500 filings for Service Employees International Union Local 1 Cleveland Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 346666717 or plan name at efast.dol.gov.
How does Service Employees International Union Local 1 Cleveland Pension Plan compare to other plans?
You can compare Service Employees International Union Local 1 Cleveland Pension Plan against other Other plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 346666717.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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