401(k) · DOL Form 5500 · 2023

Board of Trustees Local 8a-28a 401(k) 401(k) Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
1,056
Participants Near avg headcount
87th
Percentile by assets National rank
$54,548
Avg per participant Low balance/head
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Official DOL plan name: Local 8a-28a 401(k) Retirement Fund · Sponsored by Board of Trustees Local 8a-28a 401(k) · New York · Administrative & Support Services

$58M in assets, 1,056 participants

Board of Trustees Local 8a-28a 401(k)'s Local 8a-28a 401(k) Retirement Fund reported $58M in total assets and 1,056 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #4,094 in Administrative & Support Services (4,372 peers)

Where Local 8a-28a 401(k) Retirement Fund sits by assets

Local 8a-28a 401(k) Retirement Fund sits in the top quartile of all filed plans by assets, $58M for 1,056 participants (~$54,548/participant), up 8.5% in 2023.

#4,094
in Administrative & Support Services (4,372 peers)
+8.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Local 8a-28a 401(k) Retirement Fund's outsized position by total assets

Local 8a-28a 401(k) Retirement Fund vs every filed plan by assets

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

$57,602,392 Top 13% higher than 87% 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

Local 8a-28a 401(k) Retirement 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. Local 8a-28a 401(k) Retirement Fund lands in the large band (1,056 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local 8a-28a 401(k) Retirement Fund reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Local 8a-28a 401(k) Retirement Fund end-of-year assets rose from $53M in the plan year 2022 filing to $58M in the plan year 2023 filing.
  • Local 8a-28a 401(k) Retirement Fund reported participants fell from 1,097 in the plan year 2022 filing to 1,056 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 135652917 · Board of Trustees Local 8a-28a 401(k) PY 2023 · 401(k)

Local 8a-28a 401(k) Retirement Fund · $58M · 1,056 · 87th

  • EOY $58M
  • EOY 1,056
  • EOY 87th
  • EOY 401(k)
  • EOY near The Associated Jewish Community Federation of Baltimore 401(k) Thrift Plan
  • EOY ind #4094

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 Administrative & Support Services retirement plans → · Plans in New York →

Local 8a-28a 401(k) Retirement Fund in the asset neighbourhood

Wilkinson Barker Knauer LLP Profit Sharing PlanWilkinson Barker Knauer LLP …$58MLocal 8a-28a 401(k) Retirement FundLocal 8a-28a 401(k) Retireme…$58MThe Associated Jewish Community Federation of Baltimore 401(k) Thrift PlanThe Associated Jewish Commun…$58MJjf Management Services Inc. 401(k) PlanJjf Management Services Inc.…$58MAhead, Inc. 401(k) Plan$58M
End-of-year total assets ($M) among Local 8a-28a 401(k) Retirement Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$57M
Net Income$5M
Employer EIN135652917
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Local 8a-28a 401(k))

Sponsor-wide plan assets over time

All Board of Trustees Local 8a-28a 401(k) plans reported in each filing year

Latest sponsor-wide plan assets
$62M 17.1907851371444% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $53.1M $62.2M ▲ +17.2%
Year Plans Participants Total Assets
2022 1 1,097 $53M
2023 1 1,056 $58M
2024 1 1,038 $62M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Local 8a-28a 401(k) Retirement Fund vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Local 8a-28a 401(k) Retirement Fund, Total assets ($B): 0.057602392 · Participants: 1056Local 8a-28a 401(k) Retirement FundIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Local 8a-28a 401(k) Retirement Fund vs. nearby 401(k) plans in New York, assets vs. participants
Compare Local 8a-28a 401(k) Retirement Fund side-by-side with 3 peers →

Local 8a-28a 401(k) Retirement Fund's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Associated Jewish Community Federation of Baltimore 401(k) Thrift Plan in MD ($58M); by covered participants it is Otc Brands, Inc. 401(k) Retirement Plan in NE (1,056 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,056 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 Local 8a-28a 401(k) Retirement Fund assets move in 2023? ▼
Local 8a-28a 401(k) Retirement Fund grew at a solid clip - up 8.5% during 2023, from $53M to $58M. Reported net income was $5M.
How have Board of Trustees Local 8a-28a 401(k) plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Local 8a-28a 401(k)'s sponsor-wide assets grew 17.2%, from $53M to $62M.
Where does Local 8a-28a 401(k) Retirement Fund rank by assets among Form 5500 filers? ▼
Local 8a-28a 401(k) Retirement Fund ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Local 8a-28a 401(k) Retirement Fund? ▼
Among 401(k) plans in other states, the closest by assets is The Associated Jewish Community Federation of Baltimore 401(k) Thrift Plan in MD ($58M, 610 participants).
Which 401(k) plans cover a similar participant headcount to Local 8a-28a 401(k) Retirement Fund? ▼
Among 401(k) plans in other states, the closest by covered participants is Otc Brands, Inc. 401(k) Retirement Plan in NE (1,056 participants, $90M 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 135652917.

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.