Defined Benefit (Pension) · DOL Form 5500 · 2023

Local 91 Pension Fund Board of Trustees Pension Plan

Data updated 2026-08-25

$157M
Total assets Near avg plan size
2,324
Participants Above avg headcount
94th
Percentile by assets National rank
$67,511
Avg per participant Below avg balance/head
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Official DOL plan name: Local 91 Pension Fund · Sponsored by Local 91 Pension Fund Board of Trustees · New York · Transportation & Warehousing

$157M in assets, 2,324 participants

Local 91 Pension Fund Board of Trustees's Local 91 Pension Fund reported $157M in total assets and 2,324 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,096 in Transportation & Warehousing (3,362 peers)

Coverage in New York

Local 91 Pension Fund covers 2,324 participants in New York, 2.9x the typical New York plan (state average ~798 per filing). Assets: $157M.

#3,096
in Transportation & Warehousing (3,362 peers)
+16.8%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Local 91 Pension Fund's outsized position by total assets

Local 91 Pension Fund vs every filed plan by assets

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

$156,896,489 Top 6% higher than 94% 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 91 Pension Fund's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 91 Pension Fund lands in the large band (2,324 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local 91 Pension Fund reported net income rose from -$18M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Local 91 Pension Fund end-of-year assets rose from $134M in the plan year 2022 filing to $157M in the plan year 2023 filing.
  • Local 91 Pension Fund reported participants fell from 2,494 in the plan year 2022 filing to 2,324 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 116218316 · Local 91 Pension Fund Board of Trustees PY 2023 · Defined Benefit (Pension)

Local 91 Pension Fund · $157M · 2,324 · 94th

  • EIN $157M
  • EIN 2,324
  • EIN 94th
  • EIN Defined Benefit (Pension)
  • EIN near Roofers Union Local 30 Combined Pension Fund
  • EIN ind #3096

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 91 Pension Fund in the asset neighbourhood

University of Maryland Medical System Corporation Pension PlanUniversity of Maryland Medic…$157MLocal 91 Pension Fund$157MRoofers Union Local 30 Combined Pension FundRoofers Union Local 30 Combi…$157MCircor International, Inc. Retirement PlanCircor International, Inc. R…$157MConstellium Rolled Products-Ravenswood LLC Hourly Employees RetiremeConstellium Rolled Products-…$157M
End-of-year total assets ($M) among Local 91 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$134M
Net Assets (End of Year)$157M
Net Income$23M
Employer EIN116218316
Plan Effective Date1975-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Local 91 Pension Fund Board of Trustees)

Sponsor-wide plan assets over time

All Local 91 Pension Fund Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$180M 34.32551154701185% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $134M $180M ▲ +34.3%
Year Plans Participants Total Assets
2022 1 2,494 $134M
2023 1 2,324 $157M
2024 1 2,588 $180M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 91 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Local 91 Pension Fund, Total assets ($B): 0.156896489 · Participants: 2324Local 91 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 91 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 91 Pension Fund side-by-side with 3 peers →

Local 91 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 Roofers Union Local 30 Combined Pension Fund in MI ($157M); by covered participants it is Painters and Allied Trades District Council No. 35 Pension Fund in MA (2,329 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,324 participants); asset peers above are excluded.

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 91 Pension Fund assets move in 2023? ▼
Local 91 Pension Fund grew sharply - up 16.8% during 2023, from $134M to $157M. Reported net income was $23M.
How have Local 91 Pension Fund Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Local 91 Pension Fund Board of Trustees's sponsor-wide assets grew 34.3%, from $134M to $180M.
Where does Local 91 Pension Fund rank by assets among Form 5500 filers? ▼
Local 91 Pension Fund ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Local 91 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Roofers Union Local 30 Combined Pension Fund in MI ($157M, 769 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 91 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Painters and Allied Trades District Council No. 35 Pension Fund in MA (2,329 participants, $761M 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 116218316.

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.