Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees Local 854 Pension Benefit Fund Ibt Pension Plan
Data updated 2026-08-25
- $82M
- Total assets Below avg plan size
- N/A
- Participants Small participant base
- 92nd
- Percentile by assets National rank
Official DOL plan name: Local 854 Pension Fund · Sponsored by Board of Trustees Local 854 Pension Benefit Fund Ibt · New York · Transportation & Warehousing
$82M in assets, N/A participants
Board of Trustees Local 854 Pension Benefit Fund Ibt's Local 854 Pension Fund reported $82M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- #3,493 in Transportation & Warehousing (3,876 peers)
Where Local 854 Pension Fund sits by assets
Local 854 Pension Fund sits in the top 10% of all filed plans by assets, $82M for N/A participants, up 101.5% in 2022.
- #3,493
- in Transportation & Warehousing (3,876 peers)
- +101.5%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Local 854 Pension Fund's outsized position by total assets
Local 854 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$81,822,888 Top 8% higher than 92% 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
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Form 5500 schedule snapshot
Filing strip 112159181 · Board of Trustees Local 854 Pension Benefit Fund Ibt PY 2022 · Defined Benefit (Pension)
Local 854 Pension Fund · $82M · N/A · 92nd
- VS-ST $82M
- VS-ST N/A
- VS-ST 92nd
- VS-ST Defined Benefit (Pension)
- VS-ST near Plumbers & Steamfitters Local 577 Pension Plan
- VS-ST ind #3493
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 Transportation & Warehousing retirement plans → · Plans in New York →
Local 854 Pension Fund in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $41M |
|---|---|
| Net Assets (End of Year) | $80M |
| Net Income | $43M |
| Employer EIN | 112159181 |
| Plan Effective Date | 1964-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Local 854 Pension Benefit Fund Ibt)
Sponsor-wide plan assets over time
All Board of Trustees Local 854 Pension Benefit Fund Ibt plans reported in each filing year
- Latest sponsor-wide plan assets
- $62M 24.181501635581476% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $82M |
| 2023 | 1 | N/A | $80M |
| 2024 | 1 | N/A | $62M |
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
Local 854 Pension Fund's closest out-of-state Defined Benefit (Pension) peers by assets
Outside New York, the nearest Defined Benefit (Pension) by end-of-year assets is Plumbers & Steamfitters Local 577 Pension Plan in KY at $82M (this filing: $82M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($82M here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.