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

Local Union No. 1430 Pension Fund

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

Sponsored by Board of Trustees of Local Union No. 1430 Pension Fund · New York · Construction

What the 2023 filing shows

Local Union No. 1430 Pension Fund holds $11M for 27 participants — about $394,447 per participant, up 2.6% over the 2022 plan year.

$11M
total plan assets (2022 EOY)
27
covered participants
$394,447
avg assets per participant
+2.6%
assets growth YoY
Total Assets (2023)
$11M
Participants
27
State
Industry
Construction

What the Filing Says About Local Union No. 1430 Pension Fund

Local Union No. 1430 Pension Fund is a Defined Benefit (Pension) retirement plan sponsored by Board of Trustees of Local Union No. 1430 Pension Fund, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $11M in total end-of-year assets and covers 27 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 136367144, and the plan has been effective since 1969-07-17. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $10M at the beginning of 2022 to $11M at year-end — a gain of 2.6%. Net assets (after liabilities) closed the year at $11M, with reported net income of $281K 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.

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)$10M
Total Assets (End of Year)$11M
Net Assets (End of Year)$11M
Net Income$281K
Plan TypeDefined Benefit (Pension)
Employer EIN136367144
Plan Effective Date1969-07-17
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the Local Union No. 1430 Pension Fund?
As of the 2022 Form 5500 filing, Local Union No. 1430 Pension Fund holds $11M in total assets with 27 participants. It is sponsored by Board of Trustees of Local Union No. 1430 Pension Fund.
What type of plan is Local Union No. 1430 Pension Fund?
Local Union No. 1430 Pension Fund is a Defined Benefit (Pension) plan. It has been effective since 1969-07-17. The plan is filed with the U.S. Department of Labor under EIN 136367144.
Who sponsors the Local Union No. 1430 Pension Fund?
Local Union No. 1430 Pension Fund is sponsored by Board of Trustees of Local Union No. 1430 Pension Fund, located in New York. The sponsor's EIN is 136367144 and the plan operates in the Construction industry.
How did Local Union No. 1430 Pension Fund perform in 2022?
Local Union No. 1430 Pension Fund grew by 2.6% during 2022, moving from $10M to $11M in total assets. Net income was $281K.
Where can I find official filings for Local Union No. 1430 Pension Fund?
Official Form 5500 filings for Local Union No. 1430 Pension Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 136367144 or plan name at efast.dol.gov.
How does Local Union No. 1430 Pension Fund compare to other plans?
You can compare Local Union No. 1430 Pension Fund against other Defined Benefit (Pension) plans on the plan type page, or view plans in New York 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 136367144.

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.