Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees Local 422 Pension Trust Fund Pension Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets: N/A
Participants Small participant base: 69th
Percentile by assets National rank

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Official DOL plan name: Local 422 Pension Trust Fund · Sponsored by Board of Trustees Local 422 Pension Trust Fund · Ohio · Wholesale Trade

$16M in assets, N/A participants

Board of Trustees Local 422 Pension Trust Fund's Local 422 Pension Trust Fund reported $16M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

#4,025 in Wholesale Trade (6,309 peers)

What the 2023 filing shows

Local 422 Pension Trust Fund holds $16M for N/A participants, above the median plan by assets.

#4,025
in Wholesale Trade (6,309 peers): -1.1%
assets change YoY

The plan reported a net loss of $164K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 422 Pension Trust Fund's outsized position by total assets

Local 422 Pension Trust Fund vs every filed plan by assets

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

$16,126,578 Top 31% higher than 69% 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 422 Pension Trust Fund reported net income rose from -$6M in the plan year 2022 filing to -$164K in the plan year 2023 filing.
Local 422 Pension Trust Fund end-of-year assets fell from $16M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 341907614 · Board of Trustees Local 422 Pension Trust Fund PY 2023 · Defined Benefit (Pension)

Local 422 Pension Trust Fund · $16M · N/A · 69th

ASSETS $16M
ASSETS N/A
ASSETS 69th
ASSETS Defined Benefit (Pension)
ASSETS near Chicago & North Western Railway Company Supplemental Pension Plan
ASSETS ind #4025

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 Ohio →

End-of-year total assets ($M) among Local 422 Pension Trust Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$16M
Net Assets (End of Year)	$16M
Net Income	-$164K
Employer EIN	341907614
Plan Effective Date	1967-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees Local 422 Pension Trust Fund)

Latest sponsor-wide plan assets: $15M 5.00374736733645% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$16M
2023	1	N/A	$16M
2024	1	N/A	$15M

Nearby Defined Benefit (Pension) Plans in Ohio

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

Local 422 Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants

Firstenergy Corp. Master Pension Plan $7.1B · 12,304
Nationwide Retirement Plan $5.3B · 22,311
American Electric Power System Retirement Plan $4.5B · 15,595
Parker Defined Benefit Plan $3.7B · 191
Ohio Operating Engineers Pension Plan $3.6B · 10,029

Compare Local 422 Pension Trust Fund side-by-side with 3 peers →

Local 422 Pension Trust Fund's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Ohio, the nearest Defined Benefit (Pension) by end-of-year assets is Chicago & North Western Railway Company Supplemental Pension Plan in NE at $16M (this filing: $16M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Chicago & North Western Railway Company Supplemental Pension Plan (NE) $16M · N/A
New Bedford Fishermen's Pension Fund (MA) $16M · N/A
Huntsman Advanced Materials Americas LLC Pension Plan for Non-Salaried Employees at Mcintosh, Alabama (TX) $16M · 88
Nesn Retirement Plan (MA) $16M · 63

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 422 Pension Trust Fund assets move in 2023? ▼

Local 422 Pension Trust Fund edged down modestly - down 1.1% during 2023, from $16M to $16M. Reported net income was -$164K.

How have Board of Trustees Local 422 Pension Trust Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees Local 422 Pension Trust Fund's sponsor-wide assets declined 5.0%, from $16M to $15M.

Which Defined Benefit (Pension) plans are similar in size to Local 422 Pension Trust Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Chicago & North Western Railway Company Supplemental Pension Plan in NE ($16M, 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 341907614.