Defined Benefit (Pension) · DOL Form 5500 · 2022
Metal Trades Branch Local 638 Pension Fund Pension Plan
Data updated 2026-08-25
- $843M
- Total assets Above avg plan size
- 3,291
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $256,224
- Avg per participant Above avg balance/head
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.
- #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.
- #9,797
- in Construction (9,927 peers)
- +6.8%
- assets growth YoY
- 8.5×
- vs typical plan assets (national mean)
Metal Trades Branch Local 638 Pension Fund's outsized position by total assets
Metal Trades Branch Local 638 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$843,231,590 Top 1% higher than 99% 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
Metal Trades Branch Local 638 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. Metal Trades Branch Local 638 Pension Fund lands in the large band (3,291 participants).
Plan-year Form 5500 strip
Filing strip 132541630 · Metal Trades Branch Local 638 Pension Fund PY 2022 · Defined Benefit (Pension)
Metal Trades Branch Local 638 Pension Fund · $843M · 3,291 · 99th
- ASSETS $843M
- PCT 3,291
- EIN 99th
- RANK Defined Benefit (Pension)
- PHOTO near Rio Tinto America Inc. Retirement Plan
- IND ind #9797
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 Construction retirement plans → · Plans in New York →
Metal Trades Branch Local 638 Pension Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Metal Trades Branch Local 638 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.0B 21.1507695056823% vs 2022
- 2024 filing year
| 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.
- 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
Metal Trades Branch Local 638 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 Rio Tinto America Inc. Retirement Plan in UT ($843M); by covered participants it is Georgia-Pacific LLC Salaried Pension Plan in GA (3,292 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($843M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,291 participants); asset peers above are excluded.
- Georgia-Pacific LLC Salaried Pension Plan (GA) 3,292 · 1 off
- Formosa Plastics Corporation, U.S.a. Pension Plan (NJ) 3,292 · 1 off
- Lsc Communications Pension Plan (IL) 3,293 · 2 off
- Huntington Bancshares Retirement Plan (OH) 3,296 · 5 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.