Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees Local 413 Pension Trust Fund Pension Plan
Data updated 2026-08-25
- $277K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 13th
- Percentile by assets National rank
Official DOL plan name: Local 413 Pension Trust Fund · Sponsored by Board of Trustees Local 413 Pension Trust Fund · New York · Manufacturing
$277K in assets, N/A participants
Board of Trustees Local 413 Pension Trust Fund's Local 413 Pension Trust Fund reported $277K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.
- #1,081 in Manufacturing (20,602 peers)
2022 asset change
Local 413 Pension Trust Fund surged 31.6% in 2022 ($210K → $277K) for N/A participants.
- #1,081
- in Manufacturing (20,602 peers)
- +31.6%
- assets growth YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Local 413 Pension Trust Fund among the smaller filed plans by assets
Local 413 Pension Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$276,846 13th percentile higher than 13% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Published 5500 schedule card
Filing strip 136621330 · Board of Trustees Local 413 Pension Trust Fund PY 2022 · Defined Benefit (Pension)
Local 413 Pension Trust Fund · $277K · N/A · 13th
- BOOK $277K
- BOOK N/A
- BOOK 13th
- BOOK Defined Benefit (Pension)
- BOOK near Asian American Senior Citizens Service Center
- BOOK ind #1081
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 Manufacturing retirement plans → · Plans in New York →
Local 413 Pension Trust Fund in the asset neighbourhood
Board of Trustees Local 413 Pension Trust Fund years around the 2022 move
Sponsor-wide plan assets over time
All Board of Trustees Local 413 Pension Trust Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $258K 6.8019765501397895% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $277K |
| 2023 | 1 | N/A | $266K |
| 2024 | 1 | N/A | $258K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $210K |
|---|---|
| Net Assets (End of Year) | -$10M |
| Net Income | -$2M |
| Employer EIN | 136621330 |
| Plan Effective Date | 1961-08-28 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Local 413 Pension Trust Fund's closest out-of-state Defined Benefit (Pension) peers by assets
Outside New York, the nearest Defined Benefit (Pension) by end-of-year assets is Asian American Senior Citizens Service Center in CA at $277K (this filing: $277K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($277K here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.