Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees of Local 803 Pension Fund Pension Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
N/A
Participants Small participant base
79th
Percentile by assets National rank
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Official DOL plan name: Local 803 Pension Fund · Sponsored by Board of Trustees of Local 803 Pension Fund · New York · Healthcare & Social Assistance

$23M in assets, N/A participants

Board of Trustees of Local 803 Pension Fund's Local 803 Pension Fund reported $23M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,523 in Healthcare & Social Assistance (20,060 peers)

Where Local 803 Pension Fund sits by assets

Local 803 Pension Fund sits in the top quartile of all filed plans by assets, $23M for N/A participants, down 26.8% in 2022.

#16,523
in Healthcare & Social Assistance (20,060 peers)
-26.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 803 Pension Fund's outsized position by total assets

Local 803 Pension Fund vs every filed plan by assets

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

$22,964,606 Top 21% higher than 79% 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

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

DOL schedule card

Filing strip 132851614 · Board of Trustees of Local 803 Pension Fund PY 2022 · Defined Benefit (Pension)

Local 803 Pension Fund · $23M · N/A · 79th

  • PHOTO $23M
  • PHOTO N/A
  • PHOTO 79th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Pension Plan for Technicians of Whdh-Tv, Inc.
  • PHOTO ind #16523

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Local 803 Pension Fund in the asset neighbourhood

Credit Union National Association Inc. Retirement Pension PlanCredit Union National Associ…$23MLocal 803 Pension Fund$23MPension Plan for Technicians of Whdh-Tv, Inc.Pension Plan for Technicians…$23MPension Plan for Hourly Employees of Neville Chemical CompanyPension Plan for Hourly Empl…$23MSouthwest Asbestos Workers Pension PlanSouthwest Asbestos Workers P…$23M
End-of-year total assets ($M) among Local 803 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)$31M
Net Assets (End of Year)$23M
Net Income-$8M
Employer EIN132851614
Plan Effective Date1976-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Local 803 Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Local 803 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$23M 1.5428873458573598% vs 2022
2024 filing year
$22.5M$23M$23.5M$24M 202220232024 $23M $22.6M ▼ -1.5%
Year Plans Participants Total Assets
2022 1 N/A $23M
2023 1 N/A $23M
2024 1 N/A $23M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 803 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Local 803 Pension Fund, Total assets ($B): 0.022964606 · Participants: 0Local 803 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 803 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Local 803 Pension 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 Pension Plan for Technicians of Whdh-Tv, Inc. in MA at $23M (this filing: $23M).

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 803 Pension Fund assets move in 2022?
Local 803 Pension Fund declined sharply - down 26.8% during 2022, from $31M to $23M. Reported net income was -$8M.
How have Board of Trustees of Local 803 Pension Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees of Local 803 Pension Fund's sponsor-wide assets declined 1.5%, from $23M to $23M.
Where does Local 803 Pension Fund rank by assets among Form 5500 filers?
Local 803 Pension Fund ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Local 803 Pension Fund?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Technicians of Whdh-Tv, Inc. in MA ($23M, 98 participants).