Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

LIUNA NATIONAL (INDUSTRIAL) PENSION FUND

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

BOARD OF TRUSTEES OF THE LIUNA NATIONAL (INDUSTRIAL) PENSION FUND

This Defined Benefit (Pension) plan holds $1.4B in total assets and serves 18,687 participants as of 2023. It is sponsored by BOARD OF TRUSTEES OF THE LIUNA NATIONAL (INDUSTRIAL) PENSION FUND in District of Columbia. The plan reported positive net income of $94M for the year.

Total Assets (2023)
$1.4B
Participants
18,687
Industry
Construction

What the Filing Says About LIUNA NATIONAL (INDUSTRIAL) PENSION FUND

LIUNA NATIONAL (INDUSTRIAL) PENSION FUND is a Defined Benefit (Pension) retirement plan sponsored by BOARD OF TRUSTEES OF THE LIUNA NATIONAL (INDUSTRIAL) PENSION FUND, headquartered in District of Columbia. As of the 2023 Form 5500 filing, the plan reports $1.4B in total end-of-year assets and covers 18,687 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 526074345, and the plan has been effective since 1967-02-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $1.4B at the beginning of 2023 to $1.4B at year-end — a gain of 5.6%. Net assets (after liabilities) closed the year at $1.4B, with reported net income of $94M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

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

Sponsor Plan History (BOARD OF TRUSTEES OF THE LIUNA NATIONAL (INDUSTRIAL) PENSION FUND)

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.

Frequently Asked Questions

How much money is in the LIUNA NATIONAL (INDUSTRIAL) PENSION FUND?
As of the 2023 Form 5500 filing, LIUNA NATIONAL (INDUSTRIAL) PENSION FUND holds $1.4B in total assets with 18,687 participants. It is sponsored by BOARD OF TRUSTEES OF THE LIUNA NATIONAL (INDUSTRIAL) PENSION FUND.
What type of plan is LIUNA NATIONAL (INDUSTRIAL) PENSION FUND?
LIUNA NATIONAL (INDUSTRIAL) PENSION FUND is a Defined Benefit (Pension) plan. It has been effective since 1967-02-01. The plan is filed with the U.S. Department of Labor under EIN 526074345.
Who sponsors the LIUNA NATIONAL (INDUSTRIAL) PENSION FUND?
LIUNA NATIONAL (INDUSTRIAL) PENSION FUND is sponsored by BOARD OF TRUSTEES OF THE LIUNA NATIONAL (INDUSTRIAL) PENSION FUND, located in District of Columbia. The sponsor's EIN is 526074345 and the plan operates in the Construction industry.
How did LIUNA NATIONAL (INDUSTRIAL) PENSION FUND perform in 2023?
LIUNA NATIONAL (INDUSTRIAL) PENSION FUND grew by 5.6% during 2023, moving from $1.4B to $1.4B in total assets. Net income was $94M.
Where can I find official filings for LIUNA NATIONAL (INDUSTRIAL) PENSION FUND?
Official Form 5500 filings for LIUNA NATIONAL (INDUSTRIAL) PENSION FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 526074345 or plan name at efast.dol.gov.
How does LIUNA NATIONAL (INDUSTRIAL) PENSION FUND compare to other plans?
You can compare LIUNA NATIONAL (INDUSTRIAL) PENSION FUND against other Defined Benefit (Pension) plans on the plan type page, or view plans in District of Columbia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.