Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees of Local 522 Pension Fund Pension Plan
Data updated 2026-08-11
- $100M
- Total assets
- 857
- Participants
- 93rd
- Percentile by assets
- $117,168
- Avg per participant
Official DOL plan name: Local 522 Pension Fund · Sponsored by Board of Trustees of Local 522 Pension Fund · New York · Wholesale Trade
$100M in assets, 857 participants
Board of Trustees of Local 522 Pension Fund's Local 522 Pension Fund reported $100M in total assets and 857 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 139,126 plans)
- #6,443 in Wholesale Trade (6,843 peers)
Where Local 522 Pension Fund sits by assets
Local 522 Pension Fund sits in the top 10% of all filed plans by assets, $100M for 857 participants (~$117,168/participant), down 11.2% in 2022.
- $100M
- total plan assets (2022 EOY)
- 857
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $117,168
- avg assets per participant
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Local 522 Pension Fund vs the 2022 asset distribution
By assets, Local 522 Pension Fund outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $113M |
|---|---|
| Net Assets (End of Year) | $100M |
| Net Income | -$13M |
| Employer EIN | 116171611 |
| Plan Effective Date | 1958-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Local 522 Pension Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 857 | $100M |
| 2023 | 1 | 846 | $108M |
| 2024 | 1 | 844 | $123M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Local 522 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Local 522 Pension Fund by total assets, not by location.
Frequently Asked Questions
How did Local 522 Pension Fund assets move in 2022? ▼
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Where does Local 522 Pension Fund rank by assets among Form 5500 filers? ▼
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Next read for Local 522 Pension Fund
Scale reading
Ways to act on Local 522 Pension Fund's numbers.
- By total assets, Local 522 Pension Fund ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Board of Trustees of Local 522 Pension Fund's sponsor-wide assets have grown 22.5% since 2022 across 3 plan years on file. More Wholesale Trade plans