Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees Local 805 Pension Plan

Data updated 2026-08-25

$180M
Total assets Near avg plan size
447
Participants Below avg headcount
95th
Percentile by assets National rank
$401,621
Avg per participant High balance/head
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Official DOL plan name: Local 805 Pension & Retirement Fund · Sponsored by Board of Trustees Local 805 · New York · Finance & Insurance

$180M in assets, 447 participants

Board of Trustees Local 805's Local 805 Pension & Retirement Fund reported $180M in total assets and 447 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.

  • #8,522 in Finance & Insurance (9,261 peers)

Where Local 805 Pension & Retirement Fund sits by assets

Local 805 Pension & Retirement Fund sits in the top 5% of all filed plans by assets, $180M for 447 participants (~$401,621/participant), up 332.4% in 2022.

#8,522
in Finance & Insurance (9,261 peers)
+332.4%
assets growth YoY
1.8×
vs typical plan assets (national mean)

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 805 Pension & Retirement Fund's outsized position by total assets

Local 805 Pension & Retirement Fund vs every filed plan by assets

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

$179,524,734 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 805 Pension & Retirement 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 805 Pension & Retirement Fund sits mid-pack in the medium band (447 participants).

DOL schedule card

Filing strip 131917612 · Board of Trustees Local 805 PY 2022 · Defined Benefit (Pension)

Local 805 Pension & Retirement Fund · $180M · 447 · 95th

  • IND $180M
  • EOY 447
  • 5500 95th
  • ASSETS Defined Benefit (Pension)
  • PCT near Retirement Plan for Office and Salaried Employees of Green Bay Packaging Inc.
  • EIN ind #8522

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 Finance & Insurance retirement plans → · Plans in New York →

Local 805 Pension & Retirement Fund in the asset neighbourhood

Cemex, Inc. Pension Plan$180MConsumers Cooperative Credit Union Defined Benefit Plan and TrustConsumers Cooperative Credit…$180MLocal 805 Pension & Retirement FundLocal 805 Pension & Retireme…$180MRetirement Plan for Office and Salaried Employees of Green Bay Packaging Inc.Retirement Plan for Office a…$180MAmalgamated Sugar Company Hourly Retirement PlanAmalgamated Sugar Company Ho…$179M
End-of-year total assets ($M) among Local 805 Pension & Retirement 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)$42M
Net Assets (End of Year)$179M
Net Income-$21M
Employer EIN131917612
Plan Effective Date1954-12-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Local 805)

Sponsor-wide plan assets over time

All Board of Trustees Local 805 plans reported in each filing year

Latest sponsor-wide plan assets
$177M 1.3862312699485744% vs 2022
2024 filing year
$176M$178M$180M$182M 202220232024 $180M $177M ▼ -1.4%
Year Plans Participants Total Assets
2022 2 447 $180M
2023 1 452 $181M
2024 1 453 $177M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 805 Pension & Retirement Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Local 805 Pension & Retirement Fund, Total assets ($B): 0.179524734 · Participants: 447Local 805 Pension & Retirement 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 805 Pension & Retirement Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 805 Pension & Retirement Fund side-by-side with 3 peers →

Local 805 Pension & Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Office and Salaried Employees of Green Bay Packaging Inc. in WI ($180M); by covered participants it is Ipl Retirement Plan for Bargaining Unit Ees in WI (447 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (447 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 805 Pension & Retirement Fund assets move in 2022? ▼
Local 805 Pension & Retirement Fund surged - up 332.4% during 2022, from $42M to $180M. Reported net income was -$21M.
How have Board of Trustees Local 805 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Local 805's sponsor-wide assets declined 1.4%, from $180M to $177M.
Where does Local 805 Pension & Retirement Fund rank by assets among Form 5500 filers? ▼
Local 805 Pension & Retirement 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 805 Pension & Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Office and Salaried Employees of Green Bay Packaging Inc. in WI ($180M, 306 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 805 Pension & Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ipl Retirement Plan for Bargaining Unit Ees in WI (447 participants, $264M 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 131917612.

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.