Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees of Local 522 Pension Fund Pension Plan

Data updated 2026-08-25

$100M
Total assets Near avg plan size
857
Participants Near avg headcount
93rd
Percentile by assets National rank
$117,168
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#6,443
in Wholesale Trade (6,843 peers)
-11.2%
assets change YoY
1.0×
vs typical plan assets (national mean)

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's outsized position by total assets

Local 522 Pension Fund vs every filed plan by assets

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

$100,412,937 Top 7% higher than 93% 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 522 Pension Fund among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 522 Pension Fund sits mid-pack in the medium band (857 participants).

Form 5500 schedule snapshot

Filing strip 116171611 · Board of Trustees of Local 522 Pension Fund PY 2022 · Defined Benefit (Pension)

Local 522 Pension Fund · $100M · 857 · 93rd

  • SCH $100M
  • SCH 857
  • SCH 93rd
  • SCH Defined Benefit (Pension)
  • SCH near Kuakini Health System Retirement Plan
  • SCH ind #6443

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 Wholesale Trade retirement plans → · Plans in New York →

Local 522 Pension Fund in the asset neighbourhood

Precoat Pension Plan$101MMitsubishi Chemical America Pension Plan Methacrylates DivisionMitsubishi Chemical America …$101MKuakini Health System Retirement PlanKuakini Health System Retire…$100MZoological Society of San Diego Restated Pension Plan for Union EmployeesZoological Society of San Di…$100MLocal 522 Pension Fund$100M
End-of-year total assets ($M) among Local 522 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)$113M
Net Assets (End of Year)$100M
Net Income-$13M
Employer EIN116171611
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Local 522 Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Local 522 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$123M 22.537871788373245% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $100M $123M ▲ +22.5%
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 Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Local 522 Pension Fund, Total assets ($B): 0.100412937 · Participants: 857Local 522 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 522 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 522 Pension Fund side-by-side with 3 peers →

Local 522 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 Kuakini Health System Retirement Plan in HI ($100M); by covered participants it is Black Hills Retirement Plan in SD (857 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (857 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 522 Pension Fund assets move in 2022? ▼
Local 522 Pension Fund pulled back noticeably - down 11.2% during 2022, from $113M to $100M. Reported net income was -$13M.
How have Board of Trustees of Local 522 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Local 522 Pension Fund's sponsor-wide assets grew 22.5%, from $100M to $123M.
Where does Local 522 Pension Fund rank by assets among Form 5500 filers? ▼
Local 522 Pension Fund ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Local 522 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Kuakini Health System Retirement Plan in HI ($100M, 349 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 522 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Black Hills Retirement Plan in SD (857 participants, $323M 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 116171611.

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.