Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of Local 1102 Amalgamated Pension Fund Pension Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
555
Participants Below avg headcount
85th
Percentile by assets National rank
$85,350
Avg per participant Below avg balance/head
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Official DOL plan name: Local 1102 Amalgamated Pension Fund · Sponsored by Board of Trustees of Local 1102 Amalgamated Pension Fund · New York · Retail Trade

$47M in assets, 555 participants

Board of Trustees of Local 1102 Amalgamated Pension Fund's Local 1102 Amalgamated Pension Fund reported $47M in total assets and 555 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,696 in Retail Trade (8,414 peers)

Where Local 1102 Amalgamated Pension Fund sits by assets

Local 1102 Amalgamated Pension Fund sits in the top quartile of all filed plans by assets, $47M for 555 participants (~$85,350/participant), up 21.6% in 2023.

#7,696
in Retail Trade (8,414 peers)
+21.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Local 1102 Amalgamated Pension Fund's outsized position by total assets

Local 1102 Amalgamated Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$47,369,253 Top 15% higher than 85% of 127,068 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 2023

Local 1102 Amalgamated Pension Fund among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 1102 Amalgamated Pension Fund sits mid-pack in the medium band (555 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local 1102 Amalgamated Pension Fund reported net income rose from -$10M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Local 1102 Amalgamated Pension Fund end-of-year assets rose from $39M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • Local 1102 Amalgamated Pension Fund reported participants fell from 613 in the plan year 2022 filing to 555 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 116189397 · Board of Trustees of Local 1102 Amalgamated Pension Fund PY 2023 · Defined Benefit (Pension)

Local 1102 Amalgamated Pension Fund · $47M · 555 · 85th

  • IND $47M
  • EOY 555
  • 5500 85th
  • ASSETS Defined Benefit (Pension)
  • PCT near Petroleum Heat and Power Co., Inc. Retirement Plan
  • EIN ind #7696

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 Retail Trade retirement plans → · Plans in New York →

Local 1102 Amalgamated Pension Fund in the asset neighbourhood

Robins Kaplan LLP Cash Balance Pension PlanRobins Kaplan LLP Cash Balan…$47MLocal 1102 Amalgamated Pension FundLocal 1102 Amalgamated Pensi…$47MPetroleum Heat and Power Co., Inc. Retirement PlanPetroleum Heat and Power Co.…$47MMotion Picture and Television Fund Retirement Income PlanMotion Picture and Televisio…$47MThe First National Bank and Trust Company of Newtown Pension PlanThe First National Bank and …$47M
End-of-year total assets ($M) among Local 1102 Amalgamated Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$47M
Net Income$8M
Employer EIN116189397
Plan Effective Date1968-07-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Local 1102 Amalgamated Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Local 1102 Amalgamated Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$54M 39.40356338873634% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $38.9M $54.3M ▲ +39.4%
Year Plans Participants Total Assets
2022 1 613 $39M
2023 1 555 $47M
2024 1 360 $54M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 1102 Amalgamated Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Local 1102 Amalgamated Pension Fund, Total assets ($B): 0.047369253 · Participants: 555Local 1102 Amalgamated Pension FundIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Local 1102 Amalgamated Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 1102 Amalgamated Pension Fund side-by-side with 3 peers →

Local 1102 Amalgamated 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 Petroleum Heat and Power Co., Inc. Retirement Plan in CT ($47M); by covered participants it is Knights of Columbus Retirement Plan for Non-Bargaining Unit Employees in CT (555 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Local 1102 Amalgamated Pension Fund assets move in 2023? ▼
Local 1102 Amalgamated Pension Fund grew sharply - up 21.6% during 2023, from $39M to $47M. Reported net income was $8M.
How have Board of Trustees of Local 1102 Amalgamated Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Local 1102 Amalgamated Pension Fund's sponsor-wide assets grew 39.4%, from $39M to $54M.
Where does Local 1102 Amalgamated Pension Fund rank by assets among Form 5500 filers? ▼
Local 1102 Amalgamated Pension Fund ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Local 1102 Amalgamated Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Petroleum Heat and Power Co., Inc. Retirement Plan in CT ($47M, 101 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 1102 Amalgamated Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Knights of Columbus Retirement Plan for Non-Bargaining Unit Employees in CT (555 participants, $263M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 116189397.

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.