Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of Local 804 Pension Fund Pension Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets: N/A
Participants Small participant base: 68th
Percentile by assets National rank

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Official DOL plan name: Local 804 Pension Fund · Sponsored by Board of Trustees of Local 804 Pension Fund · New York · Transportation & Warehousing

$16M in assets, N/A participants

Board of Trustees of Local 804 Pension Fund's Local 804 Pension Fund reported $16M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

#2,298 in Transportation & Warehousing (3,362 peers)

Board of Trustees of Local 804 Pension Fund multi-year trail

Board of Trustees of Local 804 Pension Fund's plans moved +19.8% in assets from 2022 to 2024; this filing shows Local 804 Pension Fund at $16M / N/A participants.

#2,298
in Transportation & Warehousing (3,362 peers): +7.8%
assets growth YoY

Local 804 Pension Fund's outsized position by total assets

Local 804 Pension Fund vs every filed plan by assets

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

$15,892,256 Top 32% higher than 68% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Local 804 Pension Fund reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Local 804 Pension Fund end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 116077200 · Board of Trustees of Local 804 Pension Fund PY 2023 · Defined Benefit (Pension)

Local 804 Pension Fund · $16M · N/A · 68th

PHOTO $16M
PHOTO N/A
PHOTO 68th
PHOTO Defined Benefit (Pension)
PHOTO near Frank M. Vaccaro & Associates, Inc. Employees' Pension Plan
PHOTO ind #2298

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 →

End-of-year total assets ($M) among Local 804 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Board of Trustees of Local 804 Pension Fund multi-year asset trail

Latest sponsor-wide plan assets: $18M 19.767140342184526% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$15M
2023	1	N/A	$16M
2024	1	N/A	$18M

Board of Trustees of Local 804 Pension Fund filing trail (2023)

Total Assets (Beginning of Year)	$15M
Net Assets (End of Year)	$16M
Net Income	$1M
Employer EIN	116077200
Plan Effective Date	1964-07-29
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Local 804 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

IBM Personal Pension Plan $25.0B · 14,881
Consolidated Edison Retirement Plan $16.2B · 10,779
1199seiu Health Care Employees Pension Fund $16.2B · 107,582
Pfizer Consolidated Pension Plan $11.0B · 9,616
Pepsico Employees Retirement Plan I $7.6B · 12,289

Compare Local 804 Pension Fund side-by-side with 3 peers →

Local 804 Pension Fund's closest out-of-state Defined Benefit (Pension) peers by assets

Outside New York, the nearest Defined Benefit (Pension) by end-of-year assets is Frank M. Vaccaro & Associates, Inc. Employees' Pension Plan in NJ at $16M (this filing: $16M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Frank M. Vaccaro & Associates, Inc. Employees' Pension Plan (NJ) $16M · 64
Gesa Credit Union Cash Balance Defined Benefit Plan and Trust (WA) $16M · 579
Holland Hitch Company UAW Retirement Income Plan (MI) $16M · N/A
The Baltimore Symphony Orchestra, Inc. Musicians Pension Plan and Trust (MD) $16M · 22

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 804 Pension Fund assets move in 2023? ▼

Local 804 Pension Fund grew at a solid clip - up 7.8% during 2023, from $15M to $16M. Reported net income was $1M.

How have Board of Trustees of Local 804 Pension Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees of Local 804 Pension Fund's sponsor-wide assets grew 19.8%, from $15M to $18M.

Which Defined Benefit (Pension) plans are similar in size to Local 804 Pension Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Frank M. Vaccaro & Associates, Inc. Employees' Pension Plan in NJ ($16M, 64 participants).

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 116077200.