Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees of Local 816 Labor and Management Pension Trust Fund Pension Plan

Data updated 2026-08-25

$116M
Total assets Near avg plan size
581
Participants Below avg headcount
94th
Percentile by assets National rank
$199,876
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Local 816 Labor & Management Pension Trust Fund · Sponsored by Board of Trustees of Local 816 Labor and Management Pension Trust Fund · New York · Retail Trade

$116M in assets, 581 participants

Board of Trustees of Local 816 Labor and Management Pension Trust Fund's Local 816 Labor & Management Pension Trust Fund reported $116M in total assets and 581 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #9,181 in Retail Trade (9,519 peers)

Where Local 816 Labor & Management Pension Trust Fund sits by assets

Local 816 Labor & Management Pension Trust Fund sits in the top 10% of all filed plans by assets, $116M for 581 participants (~$199,876/participant), down 10.6% in 2022.

#9,181
in Retail Trade (9,519 peers)
-10.6%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 816 Labor & Management Pension Trust Fund's outsized position by total assets

Local 816 Labor & Management Pension Trust Fund vs every filed plan by assets

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

$116,128,242 Top 6% higher than 94% 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 816 Labor & Management Pension Trust 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 816 Labor & Management Pension Trust Fund sits mid-pack in the medium band (581 participants).

Form 5500 schedule snapshot

Filing strip 131869789 · Board of Trustees of Local 816 Labor and Management Pension Trust Fund PY 2022 · Defined Benefit (Pension)

Local 816 Labor & Management Pension Trust Fund · $116M · 581 · 94th

  • SCH $116M
  • EBSA 581
  • PART 94th
  • TYPE Defined Benefit (Pension)
  • NET near The Options Clearing Corporation Retirement Plan
  • BOOK ind #9181

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 816 Labor & Management Pension Trust Fund in the asset neighbourhood

The Options Clearing Corporation Retirement PlanThe Options Clearing Corpora…$116MLocal 816 Labor & Management Pension Trust FundLocal 816 Labor & Management…$116MHawaiian Telcom Hourly Employees Pension PlanHawaiian Telcom Hourly Emplo…$116MTribal Casino Gaming Enterprise Retirement PlanTribal Casino Gaming Enterpr…$116MOperative Plasterers and Cement Masons Local No. 109 Pension PlanOperative Plasterers and Cem…$116M
End-of-year total assets ($M) among Local 816 Labor & Management Pension Trust 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)$130M
Net Assets (End of Year)$116M
Net Income-$9M
Employer EIN131869789
Plan Effective Date1958-05-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Local 816 Labor and Management Pension Trust Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Local 816 Labor and Management Pension Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$153M 31.52058566425211% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $116M $153M ▲ +31.5%
Year Plans Participants Total Assets
2022 1 581 $116M
2023 1 593 $131M
2024 1 572 $153M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 816 Labor & Management Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Local 816 Labor & Management Pension Trust Fund, Total assets ($B): 0.116128242 · Participants: 581Local 816 Labor & Management Pension Trust 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 816 Labor & Management Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 816 Labor & Management Pension Trust Fund side-by-side with 3 peers →

Local 816 Labor & Management Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is The Options Clearing Corporation Retirement Plan in IL ($116M); by covered participants it is Denso Pension Plan in MI (582 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (581 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 816 Labor & Management Pension Trust Fund assets move in 2022? ▼
Local 816 Labor & Management Pension Trust Fund pulled back noticeably - down 10.6% during 2022, from $130M to $116M. Reported net income was -$9M.
How have Board of Trustees of Local 816 Labor and Management Pension Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Local 816 Labor and Management Pension Trust Fund's sponsor-wide assets grew 31.5%, from $116M to $153M.
Where does Local 816 Labor & Management Pension Trust Fund rank by assets among Form 5500 filers? ▼
Local 816 Labor & Management Pension Trust Fund ranks in the 94th 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 816 Labor & Management Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Options Clearing Corporation Retirement Plan in IL ($116M, 62 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 816 Labor & Management Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Denso Pension Plan in MI (582 participants, $221M 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 131869789.

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.