Defined Benefit (Pension) · DOL Form 5500 · 2022

Joint Board of Trustees of Local 153 Pension Fund Pension Plan

Data updated 2026-08-25

$150M
Total assets Near avg plan size
1,723
Participants Near avg headcount
95th
Percentile by assets National rank
$86,883
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Local 153 Pension Fund · Sponsored by Joint Board of Trustees of Local 153 Pension Fund · New York · Other Services

$150M in assets, 1,723 participants

Joint Board of Trustees of Local 153 Pension Fund's Local 153 Pension Fund reported $150M in total assets and 1,723 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,257 in Other Services (8,398 peers)

Coverage in New York

Local 153 Pension Fund covers 1,723 participants in New York, 2.2x the typical New York plan (state average ~798 per filing). Assets: $150M.

#8,257
in Other Services (8,398 peers)
-23.3%
assets change YoY
1.5×
vs typical plan assets (national mean)

The plan reported a net loss of $46M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 153 Pension Fund's outsized position by total assets

Local 153 Pension Fund vs every filed plan by assets

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

$149,698,769 Top 5% higher than 95% 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 153 Pension 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 153 Pension Fund lands in the large band (1,723 participants).

Plan-year Form 5500 strip

Filing strip 132864289 · Joint Board of Trustees of Local 153 Pension Fund PY 2022 · Defined Benefit (Pension)

Local 153 Pension Fund · $150M · 1,723 · 95th

  • BOY $150M
  • SCH 1,723
  • EBSA 95th
  • PART Defined Benefit (Pension)
  • TYPE near Pension Plan for Employees of Central Service Association
  • NET ind #8257

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 153 Pension Fund in the asset neighbourhood

Plumbers & Pipefitters U.a. Local 85 Pension PlanPlumbers & Pipefitters U.a. …$150MLocal 153 Pension Fund$150MPension Plan for Employees of Central Service AssociationPension Plan for Employees o…$150MAppalachian Regional Healthcare, Inc. Pension PlanAppalachian Regional Healthc…$149MThe Esab Group, Inc. Consolidated Retirement PlanThe Esab Group, Inc. Consoli…$149M
End-of-year total assets ($M) among Local 153 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$195M
Net Assets (End of Year)$149M
Net Income-$46M
Employer EIN132864289
Plan Effective Date1961-02-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Joint Board of Trustees of Local 153 Pension Fund)

Sponsor-wide plan assets over time

All Joint Board of Trustees of Local 153 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$130M 13.20614533577093% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $150M $130M ▼ -13.2%
Year Plans Participants Total Assets
2022 1 1,723 $150M
2023 1 1,628 $139M
2024 1 1,722 $130M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 153 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -100102030 Total assets ($B) Participants Local 153 Pension Fund, Total assets ($B): 0.149698769 · Participants: 1723Local 153 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 153 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 153 Pension Fund side-by-side with 3 peers →

Local 153 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 Pension Plan for Employees of Central Service Association in MS ($150M); by covered participants it is Joint Pension Fund of Local Union No 102 in NJ (1,725 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,723 participants); asset peers above are excluded.

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 153 Pension Fund assets move in 2022? ▼
Local 153 Pension Fund declined sharply - down 23.3% during 2022, from $195M to $150M. Reported net income was -$46M.
How have Joint Board of Trustees of Local 153 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joint Board of Trustees of Local 153 Pension Fund's sponsor-wide assets declined 13.2%, from $150M to $130M.
Where does Local 153 Pension Fund rank by assets among Form 5500 filers? ▼
Local 153 Pension Fund ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Local 153 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Employees of Central Service Association in MS ($150M, 441 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 153 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Joint Pension Fund of Local Union No 102 in NJ (1,725 participants, $608M 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 132864289.

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.