Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of Liuna Staff and Affiliates Pension Fund Pension Plan

Data updated 2026-08-25

$1.8B
Total assets Very large vs avg
3,533
Participants Above avg headcount
99th
Percentile by assets National rank
$513,817
Avg per participant High balance/head
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Official DOL plan name: Liuna Staff and Affiliates Pension Fund · Sponsored by Board of Trustees of Liuna Staff and Affiliates Pension Fund · District of Columbia · Other Services

$1.8B in assets, 3,533 participants

Board of Trustees of Liuna Staff and Affiliates Pension Fund's Liuna Staff and Affiliates Pension Fund reported $1.8B in total assets and 3,533 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.

  • #7,851 in Other Services (7,857 peers)

Coverage in District of Columbia

Liuna Staff and Affiliates Pension Fund covers 3,533 participants in District of Columbia, 2.4x the typical District of Columbia plan (state average ~1,456 per filing). Assets: $1.8B.

#7,851
in Other Services (7,857 peers)
+9.1%
assets growth YoY
18×
vs typical plan assets (national mean)

Liuna Staff and Affiliates Pension Fund's outsized position by total assets

Liuna Staff and Affiliates Pension Fund vs every filed plan by assets

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

$1,815,316,886 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 Staff and Affiliates 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. Liuna Staff and Affiliates Pension Fund lands in the large band (3,533 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Liuna Staff and Affiliates Pension Fund reported net income rose from -$243M in the plan year 2022 filing to $169M in the plan year 2023 filing.
  • Liuna Staff and Affiliates Pension Fund end-of-year assets rose from $1.7B in the plan year 2022 filing to $1.8B in the plan year 2023 filing.
  • Liuna Staff and Affiliates Pension Fund reported participants rose from 3,510 in the plan year 2022 filing to 3,533 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 520743575 · Board of Trustees of Liuna Staff and Affiliates Pension Fund PY 2023 · Defined Benefit (Pension)

Liuna Staff and Affiliates Pension Fund · $1.8B · 3,533 · 99th

  • IND $1.8B
  • EOY 3,533
  • 5500 99th
  • ASSETS Defined Benefit (Pension)
  • PCT near Employee Retirement Income Plan - Hourly West
  • EIN ind #7851

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 Other Services retirement plans → · Plans in District of Columbia →

Liuna Staff and Affiliates Pension Fund in the asset neighbourhood

Liuna Staff and Affiliates Pension FundLiuna Staff and Affiliates P…$1.8BOperating Engineers' Local 324 Pension FundOperating Engineers' Local 3…$1.8BLegacy Plan of the National Retirement FundLegacy Plan of the National …$1.8BPension Plan of the Pacific Northwest Laboratories Battelle Memorial InstitutePension Plan of the Pacific …$1.8BEmployee Retirement Income Plan - Hourly WestEmployee Retirement Income P…$1.8B
End-of-year total assets ($B) among Liuna Staff and Affiliates 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)$1.7B
Net Assets (End of Year)$1.8B
Net Income$169M
Employer EIN520743575
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Liuna Staff and Affiliates Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Liuna Staff and Affiliates Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$1.9B 15.566485874540195% vs 2022
2024 filing year
$1.6B$1.7B$1.8B$1.9B$2B 202220232024 $1.66B $1.92B ▲ +15.7%
Year Plans Participants Total Assets
2022 1 3,510 $1.7B
2023 1 3,533 $1.8B
2024 1 3,559 $1.9B

Nearby Defined Benefit (Pension) Plans in District of Columbia

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

Liuna Staff and Affiliates 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 ($B) Participants Liuna Staff and Affiliates Pension Fund, Total assets ($B): 1.815316886 · Participants: 3533Liuna Staff and Affiliates 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 PlanBricklayers & Trowel Trades International Pension Fund, Total assets ($B): 1.758540901 · Participants: 27803Bricklayers & Trowel Trades International Pension Fund
Liuna Staff and Affiliates Pension Fund vs. nearby Defined Benefit (Pension) plans in District of Columbia, assets vs. participants
Compare Liuna Staff and Affiliates Pension Fund side-by-side with 3 peers →

Liuna Staff and Affiliates 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 Employee Retirement Income Plan - Hourly West in WA ($1.8B); by covered participants it is Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust in CA (3,531 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,533 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 Staff and Affiliates Pension Fund assets move in 2023? ▼
Liuna Staff and Affiliates Pension Fund grew at a solid clip - up 9.1% during 2023, from $1.7B to $1.8B. Reported net income was $169M.
How have Board of Trustees of Liuna Staff and Affiliates Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Liuna Staff and Affiliates Pension Fund's sponsor-wide assets grew 15.6%, from $1.7B to $1.9B.
Where does Liuna Staff and Affiliates Pension Fund rank by assets among Form 5500 filers? ▼
Liuna Staff and Affiliates 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 Staff and Affiliates Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Employee Retirement Income Plan - Hourly West in WA ($1.8B, 978 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Liuna Staff and Affiliates Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust in CA (3,531 participants, $179M 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 520743575.

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.