Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees of Pension Fund of Local 227 Pension Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
4,383
Participants Above avg headcount
92nd
Percentile by assets National rank
$19,482
Avg per participant Low balance/head
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Official DOL plan name: Pension Fund of Local 227 · Sponsored by Board of Trustees of Pension Fund of Local 227 · Florida · Wholesale Trade

$85M in assets, 4,383 participants

Board of Trustees of Pension Fund of Local 227's Pension Fund of Local 227 reported $85M in total assets and 4,383 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #6,389 in Wholesale Trade (6,843 peers)

Coverage in Florida

Pension Fund of Local 227 covers 4,383 participants in Florida, 7.0x the typical Florida plan (state average ~628 per filing). Assets: $85M.

#6,389
in Wholesale Trade (6,843 peers)
-1.9%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pension Fund of Local 227's outsized position by total assets

Pension Fund of Local 227 vs every filed plan by assets

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

$85,389,242 Top 8% higher than 92% 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

Pension Fund of Local 227's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Fund of Local 227 lands in the large band (4,383 participants).

Form 5500 schedule snapshot

Filing strip 616054018 · Board of Trustees of Pension Fund of Local 227 PY 2022 · Defined Benefit (Pension)

Pension Fund of Local 227 · $85M · 4,383 · 92nd

  • TYPE $85M
  • TYPE 4,383
  • TYPE 92nd
  • TYPE Defined Benefit (Pension)
  • TYPE near Employees Pension Plan for Sharon Tube Company
  • TYPE ind #6389

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 Wholesale Trade retirement plans → · Plans in Florida →

Pension Fund of Local 227 in the asset neighbourhood

Sumitomo Rubber USA, LLC Salaried Employees Retirement PlanSumitomo Rubber USA, LLC Sal…$85MDo It Best Corp. Restated Retirement PlanDo It Best Corp. Restated Re…$85MEmployees Pension Plan for Sharon Tube CompanyEmployees Pension Plan for S…$85MWacker Salaried Pension Plan$85MPension Fund of Local 227$85M
End-of-year total assets ($M) among Pension Fund of Local 227 and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$85M
Net Income-$1M
Employer EIN616054018
Plan Effective Date1956-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Pension Fund of Local 227)

Sponsor-wide plan assets over time

All Board of Trustees of Pension Fund of Local 227 plans reported in each filing year

Latest sponsor-wide plan assets
$95M 11.801231354179254% vs 2022
2023 filing year
$80M$85M$90M$95M$100M 20222023 $85.4M $95.5M ▲ +11.8%
Year Plans Participants Total Assets
2022 1 4,383 $85M
2023 1 4,530 $95M

Nearby Defined Benefit (Pension) Plans in Florida

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

Pension Fund of Local 227 vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants Pension Fund of Local 227, Total assets ($B): 0.085389242 · Participants: 4383Pension Fund of Local 227L3harris Aviation Products Pension Plan, Total assets ($B): 6.623750939 · Participants: 10L3harris Aviation Products Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 4.827563863 · Participants: 13210Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.20978 · Participants: 2728Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc LLP, Total assets ($B): 1.852268551 · Participants: 5861Retirement Benefit Accumulation Plan for Employees of Pwc LLPPricewaterhousecoopers LLP Retirement Accumulation Plan for Partners, Total assets ($B): 1.789426694 · Participants: 3819Pricewaterhousecoopers LLP Retirement Accumulation Plan for Partners
Pension Fund of Local 227 vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Pension Fund of Local 227 side-by-side with 3 peers →

Pension Fund of Local 227's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Employees Pension Plan for Sharon Tube Company in IL ($85M); by covered participants it is Hartford Healthcare Pension Plan in CT (4,391 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,383 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 Pension Fund of Local 227 assets move in 2022? ▼
Pension Fund of Local 227 edged down modestly - down 1.9% during 2022, from $87M to $85M. Reported net income was -$1M.
How have Board of Trustees of Pension Fund of Local 227 plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Board of Trustees of Pension Fund of Local 227's sponsor-wide assets grew 11.8%, from $85M to $95M.
Where does Pension Fund of Local 227 rank by assets among Form 5500 filers? ▼
Pension Fund of Local 227 ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pension Fund of Local 227? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Employees Pension Plan for Sharon Tube Company in IL ($85M, 101 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Fund of Local 227? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Hartford Healthcare Pension Plan in CT (4,391 participants, $1.9B 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 616054018.

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.