Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees of Local 111 Pension Fund Pension Plan

Data updated 2026-08-11

$52M
Total assets
417
Participants
88th
Percentile by assets
$125,714
Avg per participant
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Official DOL plan name: Local 111 Pension Fund · Sponsored by Board of Trustees of Local 111 Pension Fund · New York · Retail Trade

$52M in assets, 417 participants

Board of Trustees of Local 111 Pension Fund's Local 111 Pension Fund reported $52M in total assets and 417 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • 88th percentile by assets (of 139,126 plans)
  • #8,920 in Retail Trade (9,519 peers)

Where Local 111 Pension Fund sits by assets

Local 111 Pension Fund sits in the top quartile of all filed plans by assets, $52M for 417 participants (~$125,714/participant), down 5.2% in 2022.

$52M
total plan assets (2022 EOY)
417
covered participants
88th
percentile by assets (of 139,126 plans)
$125,714
avg assets per participant

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Local 111 Pension Fund sits by total assets

Local 111 Pension Fund vs every filed plan by assets

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

$52,422,610 Top 12% higher than 88% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
New York
Industry
Retail Trade

Local 111 Pension Fund vs the 2022 asset distribution

By assets, Local 111 Pension Fund outranks 88% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$52M
Net Income-$3M
Employer EIN111955247
Plan Effective Date1960-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Local 111 Pension Fund)

$60M$80M$100M$120M 20222023 $108M $74.1M ▼ -31.2%
Total plan assets by year, all Board of Trustees of Local 111 Pension Fund plans on file
Year Plans Participants Total Assets
2022 2 810 $108M
2023 1 365 $74M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 111 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Local 111 Pension Fund, Total assets ($B): 0.05242261 · Participants: 417Local 111 Pension FundIBM Personal Pension…, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension…Consolidated Edison …, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison …Pepsico Employees Re…, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Re…New York State Nurse…, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurse…New York District Co…, Total assets ($B): 4.837058087 · Participants: 11318New York District Co…
Local 111 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 111 Pension Fund side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Local 111 Pension Fund by total assets, not by location.

Frequently Asked Questions

How did Local 111 Pension Fund assets move in 2022? ▼
Local 111 Pension Fund pulled back noticeably - down 5.2% during 2022, from $55M to $52M. Reported net income was -$3M.
How have Board of Trustees of Local 111 Pension Fund plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Board of Trustees of Local 111 Pension Fund's sponsor-wide assets declined 31.2%, from $108M to $74M.
Where does Local 111 Pension Fund rank by assets among Form 5500 filers? ▼
Local 111 Pension Fund ranks in the 88th 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 111 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Mitsubishi Motors NA, Inc - Mfg Div Pension Plan for Staff in TN ($52M, 2 participants).

Next read for Local 111 Pension Fund

Scale reading

Ways to act on Local 111 Pension Fund's numbers.

  • By total assets, Local 111 Pension Fund ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
  • Board of Trustees of Local 111 Pension Fund's sponsor-wide assets have declined 31.2% since 2022 across 2 plan years on file. More Retail Trade plans

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 111955247.

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.