Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees of Local 1034 Pension Fund Pension Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
88
Participants Small participant base
90th
Percentile by assets National rank
$722,442
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Local 1034 Pension Fund · Sponsored by Board of Trustees of Local 1034 Pension Fund · New York · Other Services

$64M in assets, 88 participants

Board of Trustees of Local 1034 Pension Fund's Local 1034 Pension Fund reported $64M in total assets and 88 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #8,051 in Other Services (8,398 peers)

Where Local 1034 Pension Fund sits by assets

Local 1034 Pension Fund sits in the top 10% of all filed plans by assets, $64M for 88 participants (~$722,442/participant), down 25.1% in 2022.

#8,051
in Other Services (8,398 peers)
-25.1%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 1034 Pension Fund's outsized position by total assets

Local 1034 Pension Fund vs every filed plan by assets

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

$63,574,857 Top 10% higher than 90% 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 1034 Pension Fund among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 1034 Pension Fund is a small filing (88 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 136594795 · Board of Trustees of Local 1034 Pension Fund PY 2022 · Defined Benefit (Pension)

Local 1034 Pension Fund · $64M · 88 · 90th

  • TYPE $64M
  • NET 88
  • BOOK 90th
  • VS-ST Defined Benefit (Pension)
  • BOY near Major League Baseball Pension Plan for Non-Uniformed Personnel
  • SCH ind #8051

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 Other Services retirement plans → · Plans in New York →

Local 1034 Pension Fund in the asset neighbourhood

Oklahoma Farm Bureau Pension PlanOklahoma Farm Bureau Pension…$64MMajor League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$64MLocal 1034 Pension Fund$64MSedgwick Retirement Plan$64MConstellium Rolled Products-Ravenswood LLC Salaried Employees Retirement PlanConstellium Rolled Products-…$63M
End-of-year total assets ($M) among Local 1034 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$63M
Net Income-$21M
Employer EIN136594795
Plan Effective Date1965-10-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Local 1034 Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Local 1034 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$113M 77.67944959750362% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $63.6M $113M ▲ +77.7%
Year Plans Participants Total Assets
2022 1 88 $64M
2023 1 116 $64M
2024 1 103 $113M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 1034 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Local 1034 Pension Fund, Total assets ($B): 0.063574857 · Participants: 88Local 1034 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 1034 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 1034 Pension Fund side-by-side with 3 peers →

Local 1034 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 Major League Baseball Pension Plan for Non-Uniformed Personnel in CA ($64M); by covered participants it is Central Pacific Financial Corp. Defined Benefit Retirement Plan in HI (88 participants). Same-state nearby plans are listed separately above.

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 1034 Pension Fund assets move in 2022? ▼
Local 1034 Pension Fund declined sharply - down 25.1% during 2022, from $85M to $64M. Reported net income was -$21M.
How have Board of Trustees of Local 1034 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Local 1034 Pension Fund's sponsor-wide assets grew 77.7%, from $64M to $113M.
Where does Local 1034 Pension Fund rank by assets among Form 5500 filers? ▼
Local 1034 Pension Fund ranks in the 90th 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 1034 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Major League Baseball Pension Plan for Non-Uniformed Personnel in CA ($64M, 396 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 1034 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Central Pacific Financial Corp. Defined Benefit Retirement Plan in HI (88 participants, N/A 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 136594795.

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.