Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees of the Road Carriers Local 707 Pension Fund Pension Plan
Data updated 2026-08-25
- $680M
- Total assets Above avg plan size
- 694
- Participants Below avg headcount
- 98th
- Percentile by assets National rank
- $980,398
- Avg per participant High balance/head
Official DOL plan name: Road Carriers Local 707 Pension Fund · Sponsored by Board of Trustees of the Road Carriers Local 707 Pension Fund · New York · Transportation & Warehousing
$680M in assets, 694 participants
Board of Trustees of the Road Carriers Local 707 Pension Fund's Road Carriers Local 707 Pension Fund reported $680M in total assets and 694 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.
- #3,784 in Transportation & Warehousing (3,876 peers)
Where Road Carriers Local 707 Pension Fund sits by assets
Road Carriers Local 707 Pension Fund sits in the top 5% of all filed plans by assets, $680M for 694 participants (~$980,398/participant), up 19285.9% in 2022.
- #3,784
- in Transportation & Warehousing (3,876 peers)
- +19285.9%
- assets growth YoY
- 6.8×
- vs typical plan assets (national mean)
Road Carriers Local 707 Pension Fund's outsized position by total assets
Road Carriers Local 707 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$680,396,378 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
Road Carriers Local 707 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. Road Carriers Local 707 Pension Fund sits mid-pack in the medium band (694 participants).
EBSA filing schedule strip
Filing strip 516106510 · Board of Trustees of the Road Carriers Local 707 Pension Fund PY 2022 · Defined Benefit (Pension)
Road Carriers Local 707 Pension Fund · $680M · 694 · 98th
- PART $680M
- TYPE 694
- NET 98th
- BOOK Defined Benefit (Pension)
- VS-ST near Pension Plan for Employees of Skf USA Inc.
- BOY ind #3784
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 Transportation & Warehousing retirement plans → · Plans in New York →
Road Carriers Local 707 Pension Fund in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $680M |
| Net Income | $676M |
| Employer EIN | 516106510 |
| Plan Effective Date | 1950-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Road Carriers Local 707 Pension Fund)
Sponsor-wide plan assets over time
All Board of Trustees of the Road Carriers Local 707 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $664M 2.477476886274665% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 694 | $680M |
| 2023 | 1 | 686 | $689M |
| 2024 | 1 | 520 | $664M |
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
Road Carriers Local 707 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 Skf USA Inc. in PA ($680M); by covered participants it is Sheet Metal Workers Local Pension Plan in OH (694 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($680M here).
- Pension Plan for Employees of Skf USA Inc. (PA) $680M · 1,251
- Howmet Aerospace Retirement Plan (PA) $681M · 2,247
- Anheuser-Busch Defined Benefit Plan (MO) $679M · 1,944
- Cedars-Sinai Health System Defined Benefit Retirement Plan (CA) $678M · 2,155
Similar participant headcount
Nearest other-state filings by covered participants (694 participants); asset peers above are excluded.
- Sheet Metal Workers Local Pension Plan (OH) 694 · 0 off
- Retirement Plan for Employees of Redington Fairview General Hospital (ME) 693 · 1 off
- Sps Technologies, LLC Retirement Income Plan (PA) 692 · 2 off
- Sonoco Pension Plan (SC) 692 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.