Defined Benefit (Pension) · DOL Form 5500 · 2023

Local 73 Retirement Fund Pension Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
230
Participants Below avg headcount
88th
Percentile by assets National rank
$291,964
Avg per participant High balance/head
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Official DOL plan name: Local 73 Retirement Fund · Sponsored by Local 73 Retirement Fund · New York · Construction

$67M in assets, 230 participants

Local 73 Retirement Fund's Local 73 Retirement Fund reported $67M in total assets and 230 participants in its 2023 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.

  • #7,780 in Construction (9,030 peers)

Coverage in New York

Local 73 Retirement Fund covers 230 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $67M.

#7,780
in Construction (9,030 peers)
+1.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Local 73 Retirement Fund's outsized position by total assets

Local 73 Retirement Fund vs every filed plan by assets

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

$67,151,686 Top 12% higher than 88% 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 73 Retirement Fund among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 73 Retirement Fund sits mid-pack in the medium band (230 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local 73 Retirement Fund reported net income fell from $2M in the plan year 2022 filing to $956K in the plan year 2023 filing.
  • Local 73 Retirement Fund reported participants fell from 240 in the plan year 2022 filing to 230 in the plan year 2023 filing.
  • Local 73 Retirement Fund end-of-year assets rose from $66M in the plan year 2022 filing to $67M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 156016577 · Local 73 Retirement Fund PY 2023 · Defined Benefit (Pension)

Local 73 Retirement Fund · $67M · 230 · 88th

  • BOY $67M
  • SCH 230
  • EBSA 88th
  • PART Defined Benefit (Pension)
  • TYPE near Monterey Peninsula Restaurant and Hotel Pension Fund
  • NET ind #7780

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 Construction retirement plans → · Plans in New York →

Local 73 Retirement Fund in the asset neighbourhood

Haynes and Boone, LLP Partners' Cash Balance PlanHaynes and Boone, LLP Partne…$67MContinental Graphics Employee Pension PlanContinental Graphics Employe…$67MMonterey Peninsula Restaurant and Hotel Pension FundMonterey Peninsula Restauran…$67MLocal 73 Retirement Fund$67MYellow Retirement Pension PlanYellow Retirement Pension Pl…$67M
End-of-year total assets ($M) among Local 73 Retirement Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$67M
Net Income$956K
Employer EIN156016577
Plan Effective Date1959-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Local 73 Retirement Fund)

Sponsor-wide plan assets over time

All Local 73 Retirement Fund plans reported in each filing year

Latest sponsor-wide plan assets
$71M 7.691592255582555% vs 2022
2024 filing year
$64M$66M$68M$70M$72M 202220232024 $66.2M $71.3M ▲ +7.7%
Year Plans Participants Total Assets
2022 1 240 $66M
2023 1 230 $67M
2024 1 243 $71M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 73 Retirement Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Local 73 Retirement Fund, Total assets ($B): 0.067151686 · Participants: 230Local 73 Retirement FundIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Local 73 Retirement Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 73 Retirement Fund side-by-side with 3 peers →

Local 73 Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Monterey Peninsula Restaurant and Hotel Pension Fund in CA ($67M); by covered participants it is Signature Healthcare Retirement Plan in MA (230 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (230 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 73 Retirement Fund assets move in 2023? ▼
Local 73 Retirement Fund edged up modestly - up 1.4% during 2023, from $66M to $67M. Reported net income was $956K.
How have Local 73 Retirement Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Local 73 Retirement Fund's sponsor-wide assets grew 7.7%, from $66M to $71M.
Where does Local 73 Retirement Fund rank by assets among Form 5500 filers? ▼
Local 73 Retirement Fund ranks in the 88th 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 Defined Benefit (Pension) plans are similar in size to Local 73 Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Monterey Peninsula Restaurant and Hotel Pension Fund in CA ($67M, 1,020 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 73 Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Signature Healthcare Retirement Plan in MA (230 participants, $50M 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 156016577.

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.