Defined Benefit (Pension) · DOL Form 5500 · 2022

Bd of Trustees Amalgamated Transit Workers Local 854 Pension Fund Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
1,522
Participants Near avg headcount
69th
Percentile by assets National rank
$8,168
Avg per participant Low balance/head
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Official DOL plan name: Amalgamated Transt Workers Local 854 Pension Fund · Sponsored by Bd of Trustees Amalgamated Transit Workers Local 854 Pension Fund · New York · Finance & Insurance

$12M in assets, 1,522 participants

Bd of Trustees Amalgamated Transit Workers Local 854 Pension Fund's Amalgamated Transt Workers Local 854 Pension Fund reported $12M in total assets and 1,522 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,911 in Finance & Insurance (9,261 peers)

Bd of Trustees Amalgamated Transit Workers Local 854 Pension Fund multi-year trail

Bd of Trustees Amalgamated Transit Workers Local 854 Pension Fund's plans moved +59.3% in assets from 2022 to 2024; this filing shows Amalgamated Transt Workers Local 854 Pension Fund at $12M / 1,522 participants.

#4,911
in Finance & Insurance (9,261 peers)
+78.5%
assets growth YoY

Amalgamated Transt Workers Local 854 Pension Fund's outsized position by total assets

Amalgamated Transt Workers Local 854 Pension Fund vs every filed plan by assets

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

$12,430,998 Top 31% higher than 69% 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

Amalgamated Transt Workers Local 854 Pension Fund's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amalgamated Transt Workers Local 854 Pension Fund lands in the large band (1,522 participants).

Published 5500 schedule card

Filing strip 850774781 · Bd of Trustees Amalgamated Transit Workers Local 854 Pension Fund PY 2022 · Defined Benefit (Pension)

Amalgamated Transt Workers Local 854 Pension Fund · $12M · 1,522 · 69th

  • EBSA $12M
  • EBSA 1,522
  • EBSA 69th
  • EBSA Defined Benefit (Pension)
  • EBSA near National Life Insurance Company Agency Employees Pension Plan
  • EBSA ind #4911

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 →

Amalgamated Transt Workers Local 854 Pension Fund in the asset neighbourhood

United Hardware Distributing Co. Non-Union Employees' Pension Plan and TrustUnited Hardware Distributing…$12MAmalgamated Transt Workers Local 854 Pension FundAmalgamated Transt Workers L…$12MNational Life Insurance Company Agency Employees Pension PlanNational Life Insurance Comp…$12MPine Valley Golf Club, Inc. Retirement PlanPine Valley Golf Club, Inc. …$12MPublic Service Communications, Inc. Retirement PlanPublic Service Communication…$12M
End-of-year total assets ($M) among Amalgamated Transt Workers Local 854 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Bd of Trustees Amalgamated Transit Workers Local 854 Pension Fund multi-year asset trail

Sponsor-wide plan assets over time

All Bd of Trustees Amalgamated Transit Workers Local 854 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$20M 59.29930163290188% vs 2022
2024 filing year
$10M$15M$20M$25M 20222024 $12.4M $19.8M ▲ +59.3%
Year Plans Participants Total Assets
2022 1 1,522 $12M
2024 1 1,304 $20M

Bd of Trustees Amalgamated Transit Workers Local 854 Pension Fund filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN850774781
Plan Effective Date2020-06-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Amalgamated Transt Workers Local 854 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -100102030 Total assets ($B) Participants Amalgamated Transt Workers Local 854 Pension Fund, Total assets ($B): 0.012430998 · Participants: 1522Amalgamated Transt Workers Local 854 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
Amalgamated Transt Workers Local 854 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Amalgamated Transt Workers Local 854 Pension Fund side-by-side with 3 peers →

Amalgamated Transt Workers Local 854 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 National Life Insurance Company Agency Employees Pension Plan in VT ($12M); by covered participants it is Nv Energy Retirement Plan in NV (1,520 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,522 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 Amalgamated Transt Workers Local 854 Pension Fund assets move in 2022? ▼
Amalgamated Transt Workers Local 854 Pension Fund surged - up 78.5% during 2022, from $7M to $12M. Reported net income was $2M.
How have Bd of Trustees Amalgamated Transit Workers Local 854 Pension Fund plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Bd of Trustees Amalgamated Transit Workers Local 854 Pension Fund's sponsor-wide assets grew 59.3%, from $12M to $20M.
Which Defined Benefit (Pension) plans are similar in size to Amalgamated Transt Workers Local 854 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is National Life Insurance Company Agency Employees Pension Plan in VT ($12M, 13 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Amalgamated Transt Workers Local 854 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Nv Energy Retirement Plan in NV (1,520 participants, $789M 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 850774781.

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.