Defined Benefit (Pension) · DOL Form 5500 · 2022
Metal Trades Branch Local 638 Pension Fund Pension Plan
Data updated 2026-08-11
- $843M
- Total assets
- 3,291
- Participants
- 99th
- Percentile by assets
- $256,224
- Avg per participant
Official DOL plan name: Metal Trades Branch Local 638 Pension Fund · Sponsored by Metal Trades Branch Local 638 Pension Fund · New York · Construction
$843M in assets, 3,291 participants
Metal Trades Branch Local 638 Pension Fund's Metal Trades Branch Local 638 Pension Fund reported $843M in total assets and 3,291 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 139,126 plans)
- #9,797 in Construction (9,927 peers)
Coverage in New York
Metal Trades Branch Local 638 Pension Fund covers 3,291 participants in New York, 4.1x the typical New York plan (state average ~798 per filing). Assets: $843M.
- $843M
- total plan assets (2022 EOY)
- 3,291
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $256,224
- avg assets per participant
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Metal Trades Branch Local 638 Pension Fund reports 3,291 participants - 4.1x that state average ($843M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $790M |
|---|---|
| Net Assets (End of Year) | $841M |
| Net Income | $53M |
| Employer EIN | 132541630 |
| Plan Effective Date | 1965-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Metal Trades Branch Local 638 Pension Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,291 | $843M |
| 2023 | 1 | 3,267 | $925M |
| 2024 | 1 | 3,333 | $1.0B |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Metal Trades Branch Local 638 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Metal Trades Branch Local 638 Pension Fund by total assets, not by location.
- Rio Tinto America Inc. Retirement Plan (UT) $843M · 1,747
- Newell Brands Consolidated Pension Plan (GA) $844M · 1,409
- Iron Workers' Mid-America Pension Plan (IL) $844M · 3,351
- Employees' Retirement Plan of the National Education Association (DC) $845M · 962
Frequently Asked Questions
How did Metal Trades Branch Local 638 Pension Fund assets move in 2022? ▼
How have Metal Trades Branch Local 638 Pension Fund plan assets changed over time? ▼
Where does Metal Trades Branch Local 638 Pension Fund rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Metal Trades Branch Local 638 Pension Fund's numbers.
- By total assets, Metal Trades Branch Local 638 Pension Fund ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Metal Trades Branch Local 638 Pension Fund's sponsor-wide assets have grown 21.2% since 2022 across 3 plan years on file. More Construction plans