Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of Local 1102 Amalgamated Pension Fund Pension Plan

Data updated 2026-08-11

$47M
Total assets
555
Participants
85th
Percentile by assets
$85,350
Avg per participant
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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.

  • 85th percentile by assets (of 127,072 plans)
  • #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.

$47M
total plan assets (2023 EOY)
555
covered participants
85th
percentile by assets (of 127,072 plans)
$85,350
avg assets per participant

Where Local 1102 Amalgamated Pension Fund sits 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 $2,010,000,000 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

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 →

State
New York
Industry
Retail Trade

Local 1102 Amalgamated Pension Fund vs the 2023 asset distribution

By assets, Local 1102 Amalgamated Pension Fund outranks 85% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

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)

$35M$40M$45M$50M$55M$60M 202220232024 $38.9M $54.3M ▲ +39.4%
Total plan assets by year, all Board of Trustees of Local 1102 Amalgamated Pension Fund plans on file
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 ($B) Participants Local 1102 Amalgamat…, Total assets ($B): 0.047369253 · Participants: 555Local 1102 Amalgamat…IBM Personal Pension…, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension…Consolidated Edison …, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison …1199seiu Health Care…, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care…Pfizer Consolidated …, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated …Pepsico Employees Re…, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Re…
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 →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Local 1102 Amalgamated Pension Fund by total assets, not by location.

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).

Next read for Local 1102 Amalgamated Pension Fund

Scale reading

Ways to act on Local 1102 Amalgamated Pension Fund's numbers.

  • By total assets, Local 1102 Amalgamated Pension Fund ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
  • Board of Trustees of Local 1102 Amalgamated Pension Fund's sponsor-wide assets have grown 39.4% since 2022 across 3 plan years on file. More Retail Trade plans

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.