Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of the Liuna National (Industrial) Pension Fund Pension Plan

Data updated 2026-08-25

$1.4B
Total assets Very large vs avg
18,687
Participants Very large workforce
99th
Percentile by assets National rank
$77,486
Avg per participant Below avg balance/head
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Official DOL plan name: Liuna National (Industrial) Pension Fund · Sponsored by Board of Trustees of the Liuna National (Industrial) Pension Fund · District of Columbia · Construction

$1.4B in assets, 18,687 participants

Board of Trustees of the Liuna National (Industrial) Pension Fund's Liuna National (Industrial) Pension Fund reported $1.4B in total assets and 18,687 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #8,949 in Construction (9,030 peers)

Coverage in District of Columbia

Liuna National (Industrial) Pension Fund covers 18,687 participants in District of Columbia, 13x the typical District of Columbia plan (state average ~1,456 per filing). Assets: $1.4B.

#8,949
in Construction (9,030 peers)
+5.6%
assets growth YoY
15×
vs typical plan assets (national mean)

Liuna National (Industrial) Pension Fund's outsized position by total assets

Liuna National (Industrial) Pension Fund vs every filed plan by assets

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

$1,447,979,749 Top 1% higher than 99% 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

Liuna National (Industrial) Pension Fund's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Liuna National (Industrial) Pension Fund is a mega filing (18,687 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Liuna National (Industrial) Pension Fund reported net income rose from -$191M in the plan year 2022 filing to $94M in the plan year 2023 filing.
  • Liuna National (Industrial) Pension Fund end-of-year assets rose from $1.4B in the plan year 2022 filing to $1.4B in the plan year 2023 filing.
  • Liuna National (Industrial) Pension Fund reported participants fell from 19,641 in the plan year 2022 filing to 18,687 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 526074345 · Board of Trustees of the Liuna National (Industrial) Pension Fund PY 2023 · Defined Benefit (Pension)

Liuna National (Industrial) Pension Fund · $1.4B · 18,687 · 99th

  • TYPE $1.4B
  • TYPE 18,687
  • TYPE 99th
  • TYPE Defined Benefit (Pension)
  • TYPE near Huntington Ingalls Industries Retirement Plan B
  • TYPE ind #8949

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 Construction retirement plans → · Plans in District of Columbia →

Liuna National (Industrial) Pension Fund in the asset neighbourhood

Liuna National (Industrial) Pension FundLiuna National (Industrial) …$1.4BHuntington Ingalls Industries Retirement Plan BHuntington Ingalls Industrie…$1.5BXerox Corporation Retirement Income Guarantee PlanXerox Corporation Retirement…$1.5BPipe Trades Services Mn Pension PlanPipe Trades Services Mn Pens…$1.5BFreeport Minerals Corporation Retirement PlanFreeport Minerals Corporatio…$1.4B
End-of-year total assets ($B) among Liuna National (Industrial) Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$1.4B
Net Assets (End of Year)$1.4B
Net Income$94M
Employer EIN526074345
Plan Effective Date1967-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Liuna National (Industrial) Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees of the Liuna National (Industrial) Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$1.5B 11.22087035008119% vs 2022
2024 filing year
$1.35B$1.4B$1.45B$1.5B$1.55B 202220232024 $1.37B $1.52B ▲ +10.9%
Year Plans Participants Total Assets
2022 1 19,641 $1.4B
2023 1 18,687 $1.4B
2024 1 18,228 $1.5B

Nearby Defined Benefit (Pension) Plans in District of Columbia

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

Liuna National (Industrial) Pension Fund vs. nearby Defined Benefit (Pension) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 0102030 Total assets ($B) Participants Liuna National (Industrial) Pension Fund, Total assets ($B): 1.447979749 · Participants: 18687Liuna National (Industrial) Pension FundCentral Pension Fund of the Iuoe & Participating Employers, Total assets ($B): 24.899227069 · Participants: 100627Central Pension Fund of the Iuoe & Participating EmployersIam National Pension Fund, Total assets ($B): 14.299885772 · Participants: 92151Iam National Pension FundUnited Mine Workers of America 1974 Pension Plan, Total assets ($B): 3.510841748 · Participants: 52United Mine Workers of America 1974 Pension PlanDanaher Corporation & Subsidiaries Pension Plan, Total assets ($B): 1.889401706 · Participants: 3354Danaher Corporation & Subsidiaries Pension PlanLiuna Staff and Affiliates Pension Fund, Total assets ($B): 1.815316886 · Participants: 3533Liuna Staff and Affiliates Pension Fund
Liuna National (Industrial) Pension Fund vs. nearby Defined Benefit (Pension) plans in District of Columbia, assets vs. participants
Compare Liuna National (Industrial) Pension Fund side-by-side with 3 peers →

Scale composition for Liuna National (Industrial) Pension Fund

Liuna National (Industrial) Pension Fund reports $1.4B in end-of-year assets across 18,687 participants (0.012% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.020% of 93,925,755 covered participants) - about $77,486 per participant (56% of the national average assets-per-participant) . Net income for plan year 2023 was $94M.

This plan identity (EIN 526074345, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.4B to $1.5B (+11.2%) while covered participants moved from 19,641 to 18,228 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 19,641 $1.4B Open filing
2023 18,687 $1.4B This page
2024 · index core 18,228 $1.5B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Liuna National (Industrial) Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside District of Columbia, the nearest Defined Benefit (Pension) by assets is Huntington Ingalls Industries Retirement Plan B in VA ($1.5B); by covered participants it is Macys Inc Cash Account Pension Plan in OH (18,751 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.4B here).

Similar participant headcount

Nearest other-state filings by covered participants (18,687 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 Liuna National (Industrial) Pension Fund assets move in 2023? ▼
Liuna National (Industrial) Pension Fund grew at a solid clip - up 5.6% during 2023, from $1.4B to $1.4B. Reported net income was $94M.
How have Board of Trustees of the Liuna National (Industrial) Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Liuna National (Industrial) Pension Fund's sponsor-wide assets grew 11.2%, from $1.4B to $1.5B.
Where does Liuna National (Industrial) Pension Fund rank by assets among Form 5500 filers? ▼
Liuna National (Industrial) Pension Fund ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Liuna National (Industrial) Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Huntington Ingalls Industries Retirement Plan B in VA ($1.5B, 2,232 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Liuna National (Industrial) Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Macys Inc Cash Account Pension Plan in OH (18,751 participants, $2.0B 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 526074345.

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.