Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Treasury Board of Canada(Dfait-Les Services Bureau) · · Other Services

What the 2023 filing shows

Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan holds $121M for 328 participants — about $368,354 per participant, down 2.5% over the 2022 plan year.

$121M
total plan assets (2022 EOY)
328
covered participants
$368,354
avg assets per participant
-2.5%
assets change YoY

The plan reported a net loss of $5M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$121M
Participants
328
State
Industry
Other Services

What the Filing Says About Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan

Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Treasury Board of Canada(Dfait-Les Services Bureau), headquartered in . As of the 2022 Form 5500 filing, the plan reports $121M in total end-of-year assets and covers 328 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 980177806, and the plan has been effective since 1997-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $124M at the beginning of 2022 to $121M at year-end — a decline of 2.5%. Net assets (after liabilities) closed the year at $119M, with reported net income of $-5,144,499 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$124M
Total Assets (End of Year)$121M
Net Assets (End of Year)$119M
Net Income$-5,144,499
Plan TypeDefined Benefit (Pension)
Employer EIN980177806
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Treasury Board of Canada(Dfait-Les Services Bureau))

Year Plans Participants Total Assets
2022 1 328 $121M
2023 1 345 $134M
2024 1 333 $142M

Nearby Defined Benefit (Pension) Plans in

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

Frequently Asked Questions

How much money is in the Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan?
As of the 2022 Form 5500 filing, Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan holds $121M in total assets with 328 participants. It is sponsored by Treasury Board of Canada(Dfait-Les Services Bureau).
What type of plan is Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan?
Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1997-04-01. The plan is filed with the U.S. Department of Labor under EIN 980177806.
Who sponsors the Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan?
Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan is sponsored by Treasury Board of Canada(Dfait-Les Services Bureau), located in . The sponsor's EIN is 980177806 and the plan operates in the Other Services industry.
How did Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan perform in 2022?
Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan declined by 2.5% during 2022, moving from $124M to $121M in total assets. Net income was $-5,144,499.
Where can I find official filings for Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan?
Official Form 5500 filings for Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 980177806 or plan name at efast.dol.gov.
How does Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan compare to other plans?
You can compare Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 980177806.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.