Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of Local 531 Pension Fund Pension Plan

Data updated 2026-08-25

$164K
Total assets Small plan by assets: N/A
Participants Small participant base: 9th
Percentile by assets National rank

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Official DOL plan name: Local 531 Pension Fund · Sponsored by Board of Trustees of Local 531 Pension Fund · New York · Healthcare & Social Assistance

$164K in assets, N/A participants

Board of Trustees of Local 531 Pension Fund's Local 531 Pension Fund reported $164K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.

#1,141 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Local 531 Pension Fund holds $164K for N/A participants, among the smaller plans by assets on file.

#1,141
in Healthcare & Social Assistance (17,684 peers): -7.0%
assets change YoY

The plan reported a net loss of $406K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 531 Pension Fund among the smaller filed plans by assets

Local 531 Pension Fund vs every filed plan by assets

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

$163,658 9th percentile higher than 9% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Local 531 Pension Fund reported net income rose from -$466K in the plan year 2022 filing to -$406K in the plan year 2023 filing.
Local 531 Pension Fund end-of-year assets fell from $176K in the plan year 2022 filing to $164K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 116170262 · Board of Trustees of Local 531 Pension Fund PY 2023 · Defined Benefit (Pension)

Local 531 Pension Fund · $164K · N/A · 9th

SCH $164K
EBSA N/A
PART 9th
TYPE Defined Benefit (Pension)
NET near Bakery and Sales Drivers' Local 33 Partitioned Pen
BOOK ind #1141

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

End-of-year total assets ($M) among Local 531 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$176K
Net Assets (End of Year)	-$4M
Net Income	-$406K
Employer EIN	116170262
Plan Effective Date	1962-05-16
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees of Local 531 Pension Fund)

Latest sponsor-wide plan assets: $179K 1.5606529053378193% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$176K
2023	1	N/A	$164K
2024	1	N/A	$179K

Nearby Defined Benefit (Pension) Plans in New York

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

Local 531 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

IBM Personal Pension Plan $25.0B · 14,881
Consolidated Edison Retirement Plan $16.2B · 10,779
1199seiu Health Care Employees Pension Fund $16.2B · 107,582
Pfizer Consolidated Pension Plan $11.0B · 9,616
Pepsico Employees Retirement Plan I $7.6B · 12,289

Compare Local 531 Pension Fund side-by-side with 3 peers →

Local 531 Pension Fund's closest out-of-state Defined Benefit (Pension) peers by assets

Outside New York, the nearest Defined Benefit (Pension) by end-of-year assets is Bakery and Sales Drivers' Local 33 Partitioned Pen in NJ at $164K (this filing: $164K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($164K here).

Bakery and Sales Drivers' Local 33 Partitioned Pen (NJ) $164K · N/A
Southern Council of Industrial Workers Pension Plan (NJ) $165K · N/A
Parkview Commons, LLC DB Plan (GA) $166K · 1
Plastic Trim, LLC Hourly Employees Pension Plan (OH) $172K · N/A

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 531 Pension Fund assets move in 2023? ▼

Local 531 Pension Fund pulled back noticeably - down 7.0% during 2023, from $176K to $164K. Reported net income was -$406K.

How have Board of Trustees of Local 531 Pension Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees of Local 531 Pension Fund's sponsor-wide assets grew 1.6%, from $176K to $179K.

Where does Local 531 Pension Fund rank by assets among Form 5500 filers? ▼

Local 531 Pension Fund ranks in the 9th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which Defined Benefit (Pension) plans are similar in size to Local 531 Pension Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Bakery and Sales Drivers' Local 33 Partitioned Pen in NJ ($164K, N/A participants).

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 116170262.