Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees Local 917 Pension Fund Pension Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
132
Participants Small participant base
82nd
Percentile by assets National rank
$217,137
Avg per participant Above avg balance/head
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Official DOL plan name: Local 917 Pension Fund · Sponsored by Board of Trustees Local 917 Pension Fund · New York · Other Services

$29M in assets, 132 participants

Board of Trustees Local 917 Pension Fund's Local 917 Pension Fund reported $29M in total assets and 132 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,650 in Other Services (8,398 peers)

Coverage in New York

Local 917 Pension Fund covers 132 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $29M.

#7,650
in Other Services (8,398 peers)
+238.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Local 917 Pension Fund's outsized position by total assets

Local 917 Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$28,662,106 Top 18% higher than 82% of 139,123 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 2022

Local 917 Pension Fund among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 917 Pension Fund sits mid-pack in the medium band (132 participants).

Published 5500 schedule card

Filing strip 136086164 · Board of Trustees Local 917 Pension Fund PY 2022 · Defined Benefit (Pension)

Local 917 Pension Fund · $29M · 132 · 82nd

  • VS-ST $29M
  • VS-ST 132
  • VS-ST 82nd
  • VS-ST Defined Benefit (Pension)
  • VS-ST near R. Lacy Services, Ltd. Retirement Plan
  • VS-ST ind #7650

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 New York →

Local 917 Pension Fund in the asset neighbourhood

Community Credit Union of Florida Defined Benefit Plan and TrustCommunity Credit Union of Fl…$29MJohns Hopkins Bayview Medical Center,Inc. Represen Employees Pension PlanJohns Hopkins Bayview Medica…$29MLocal 917 Pension Fund$29MR. Lacy Services, Ltd. Retirement PlanR. Lacy Services, Ltd. Retir…$29MArmed Forces Insurance Pension PlanArmed Forces Insurance Pensi…$29M
End-of-year total assets ($M) among Local 917 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$29M
Net Income$20M
Employer EIN136086164
Plan Effective Date1961-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Local 917 Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees Local 917 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$28M 3.1477833485090034% vs 2022
2023 filing year
$27.5M$28M$28.5M$29M 20222023 $28.7M $27.8M ▼ -3.1%
Year Plans Participants Total Assets
2022 1 132 $29M
2023 1 145 $28M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 917 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Local 917 Pension Fund, Total assets ($B): 0.028662106 · Participants: 132Local 917 Pension FundIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Local 917 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 917 Pension Fund side-by-side with 3 peers →

Local 917 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is R. Lacy Services, Ltd. Retirement Plan in TX ($29M); by covered participants it is C&s Consolidated Pension Plan in NH (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Local 917 Pension Fund assets move in 2022? ▼
Local 917 Pension Fund surged - up 238.5% during 2022, from $8M to $29M. Reported net income was $20M.
How have Board of Trustees Local 917 Pension Fund plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Board of Trustees Local 917 Pension Fund's sponsor-wide assets declined 3.1%, from $29M to $28M.
Where does Local 917 Pension Fund rank by assets among Form 5500 filers? ▼
Local 917 Pension Fund ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Local 917 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is R. Lacy Services, Ltd. Retirement Plan in TX ($29M, 73 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 917 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is C&s Consolidated Pension Plan in NH (132 participants, $54M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 136086164.

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.