Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees of the Liuna National (Industrial) Pension Fund Pension Plan
Data updated 2026-08-11
- $1.4B
- Total assets
- 18,687
- Participants
- 99th
- Percentile by assets
- $77,486
- Avg per participant
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.
- 99th percentile by assets (of 127,072 plans)
- #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.
- $1.4B
- total plan assets (2023 EOY)
- 18,687
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $77,486
- avg assets per participant
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.
Participants vs District of Columbia filers
In District of Columbia, the average filing covers about 1,456 participants across 881 plans. Liuna National (Industrial) Pension Fund reports 18,687 participants - 13x that state average ($1.4B EOY assets).
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $1.4B |
|---|---|
| Net Assets (End of Year) | $1.4B |
| Net Income | $94M |
| Employer EIN | 526074345 |
| Plan Effective Date | 1967-02-01 |
| Filing Status | FILING 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.
Liuna National (Industrial) Pension Fund vs. nearby Defined Benefit (Pension) plans in District of Columbia, assets vs. participants
- Central Pension Fund of the Iuoe & Participating Employers $24.9B · 100,627
- Iam National Pension Fund $14.3B · 92,151
- United Mine Workers of America 1974 Pension Plan $3.5B · 52
- Danaher Corporation & Subsidiaries Pension Plan $1.9B · 3,354
- Liuna Staff and Affiliates Pension Fund $1.8B · 3,533
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 (Defined Benefit (Pension), $1.5B, 18,228 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Liuna National (Industrial) Pension Fund by total assets, not by location.
- Huntington Ingalls Industries Retirement Plan B (VA) $1.5B · 2,232
- Xerox Corporation Retirement Income Guarantee Plan (CT) $1.5B · 3,196
- Freeport Minerals Corporation Retirement Plan (AZ) $1.4B · 2,597
- Pipe Trades Services Mn Pension Plan (MN) $1.5B · 4,658
Frequently Asked Questions
How did Liuna National (Industrial) Pension Fund assets move in 2023? ▼
How have Board of Trustees of the Liuna National (Industrial) Pension Fund plan assets changed over time? ▼
Where does Liuna National (Industrial) Pension Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Liuna National (Industrial) Pension Fund? ▼
Next read for Liuna National (Industrial) Pension Fund
Filing takeaways
Ways to act on Liuna National (Industrial) Pension Fund's numbers.
- By total assets, Liuna National (Industrial) Pension Fund ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in District of Columbia. Compare plans
- Board of Trustees of the Liuna National (Industrial) Pension Fund's sponsor-wide assets have grown 11.2% since 2022 across 3 plan years on file. More Construction plans