Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees of Local 111 Pension Fund Pension Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
417
Participants Below avg headcount
88th
Percentile by assets National rank
$125,714
Avg per participant Near avg balance/head
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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.

  • #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.

#8,920
in Retail Trade (9,519 peers)
-5.2%
assets change YoY
0.5×
vs typical plan assets (national mean)

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.

Local 111 Pension Fund's outsized position 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 $2,050,000,000 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 111 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 111 Pension Fund sits mid-pack in the medium band (417 participants).

DOL schedule card

Filing strip 111955247 · Board of Trustees of Local 111 Pension Fund PY 2022 · Defined Benefit (Pension)

Local 111 Pension Fund · $52M · 417 · 88th

  • NET $52M
  • NET 417
  • NET 88th
  • NET Defined Benefit (Pension)
  • NET near Mitsubishi Motors NA, Inc - Mfg Div Pension Plan for Staff
  • NET ind #8920

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 Retail Trade retirement plans → · Plans in New York →

Local 111 Pension Fund in the asset neighbourhood

Retirement Plan for Employees of Bridgford Foods CorporationRetirement Plan for Employee…$52MLocal 111 Pension Fund$52MMitsubishi Motors NA, Inc - Mfg Div Pension Plan for StaffMitsubishi Motors NA, Inc - …$52MPermanente Retirement Plan$52MPension Plan for Plumbers and Pipefitters Local Union No. 776 (Lima, Ohio)Pension Plan for Plumbers an…$52M
End-of-year total assets ($M) among Local 111 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Board of Trustees of Local 111 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$74M 31.176407415053724% vs 2022
2023 filing year
$60M$80M$100M$120M 20222023 $108M $74.1M ▼ -31.2%
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 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 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 →

Local 111 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 Mitsubishi Motors NA, Inc - Mfg Div Pension Plan for Staff in TN ($52M); by covered participants it is Service Federal Credit Union Retirement Pension Plan in NH (417 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (417 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 111 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Service Federal Credit Union Retirement Pension Plan in NH (417 participants, $47M 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 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.