Defined Benefit (Pension) · DOL Form 5500 · 2022
Trustees Local 338 Retirement Fund Pension Plan
Data updated 2026-08-25
- $578M
- Total assets Above avg plan size
- 2,577
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $224,257
- Avg per participant Above avg balance/head
Official DOL plan name: Local 338 Retirement Fund · Sponsored by Trustees Local 338 Retirement Fund · New York · Retail Trade
$578M in assets, 2,577 participants
Trustees Local 338 Retirement Fund's Local 338 Retirement Fund reported $578M in total assets and 2,577 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.
- #9,407 in Retail Trade (9,519 peers)
Coverage in New York
Local 338 Retirement Fund covers 2,577 participants in New York, 3.2x the typical New York plan (state average ~798 per filing). Assets: $578M.
- #9,407
- in Retail Trade (9,519 peers)
- -15.8%
- assets change YoY
- 5.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $109M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Local 338 Retirement Fund's outsized position by total assets
Local 338 Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$577,909,047 Top 2% higher than 98% 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
Local 338 Retirement Fund's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 338 Retirement Fund lands in the large band (2,577 participants).
Published 5500 schedule card
Filing strip 136533678 · Trustees Local 338 Retirement Fund PY 2022 · Defined Benefit (Pension)
Local 338 Retirement Fund · $578M · 2,577 · 98th
- VS-ST $578M
- BOY 2,577
- SCH 98th
- EBSA Defined Benefit (Pension)
- PART near Permanente Physicians Retirement Plan for Cpmg
- TYPE ind #9407
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 Retail Trade retirement plans → · Plans in New York →
Local 338 Retirement Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $686M |
|---|---|
| Net Assets (End of Year) | $575M |
| Net Income | -$109M |
| Employer EIN | 136533678 |
| Plan Effective Date | 1955-02-03 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees Local 338 Retirement Fund)
Sponsor-wide plan assets over time
All Trustees Local 338 Retirement Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $607M 5.037929956476352% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,577 | $578M |
| 2023 | 1 | 2,454 | $588M |
| 2024 | 1 | 1,782 | $607M |
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 338 Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Permanente Physicians Retirement Plan for Cpmg in CA ($578M); by covered participants it is Spectrum Health Pension Plan in MI (2,578 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($578M here).
- Permanente Physicians Retirement Plan for Cpmg (CA) $578M · 908
- Retirement Plan for Employees of Multicare Health System (WA) $577M · 1,021
- Kinder Morgan Retirement Plan B (TX) $576M · 6,449
- Bay Area Painters & Tapers Pension Plan (CA) $580M · 3,919
Similar participant headcount
Nearest other-state filings by covered participants (2,577 participants); asset peers above are excluded.
- Spectrum Health Pension Plan (MI) 2,578 · 1 off
- Csaa Insurance Group Cash Balance Retirement Plan (CA) 2,578 · 1 off
- Western PA Electrical Employees Pension Trust Fund (PA) 2,579 · 2 off
- Bert Bell/Pete Rozelle Nfl Player Retirement Plan (MD) 2,587 · 10 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.