Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees - Pension Fund Local 764 Pension Plan
Data updated 2026-08-25
- $159M
- Total assets Near avg plan size
- 1,630
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $97,746
- Avg per participant Below avg balance/head
Official DOL plan name: Pension Fund of Wardrobe Attendants Union Local 764 · Sponsored by Board of Trustees - Pension Fund Local 764 · New York · Finance & Insurance
$159M in assets, 1,630 participants
Board of Trustees - Pension Fund Local 764's Pension Fund of Wardrobe Attendants Union Local 764 reported $159M in total assets and 1,630 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #8,012 in Finance & Insurance (8,869 peers)
Coverage in New York
Pension Fund of Wardrobe Attendants Union Local 764 covers 1,630 participants in New York, 2.0x the typical New York plan (state average ~798 per filing). Assets: $159M.
- #8,012
- in Finance & Insurance (8,869 peers)
- +10.7%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Pension Fund of Wardrobe Attendants Union Local 764's outsized position by total assets
Pension Fund of Wardrobe Attendants Union Local 764 vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$159,325,471 Top 6% higher than 94% 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
Pension Fund of Wardrobe Attendants Union Local 764's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Fund of Wardrobe Attendants Union Local 764 lands in the large band (1,630 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pension Fund of Wardrobe Attendants Union Local 764 reported net income rose from -$21M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Pension Fund of Wardrobe Attendants Union Local 764 reported participants rose from 1,419 in the plan year 2022 filing to 1,630 in the plan year 2023 filing.
- Pension Fund of Wardrobe Attendants Union Local 764 end-of-year assets rose from $144M in the plan year 2022 filing to $159M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 136137855 · Board of Trustees - Pension Fund Local 764 PY 2023 · Defined Benefit (Pension)
Pension Fund of Wardrobe Attendants Union Local 764 · $159M · 1,630 · 94th
- EOY $159M
- EOY 1,630
- EOY 94th
- EOY Defined Benefit (Pension)
- EOY near Retirement Plan for Ees of Ohio Valley Electric Corp/Indiana-Kentucky Electric Corp
- EOY ind #8012
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 Finance & Insurance retirement plans → · Plans in New York →
Pension Fund of Wardrobe Attendants Union Local 764 in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $144M |
|---|---|
| Net Assets (End of Year) | $156M |
| Net Income | $12M |
| Employer EIN | 136137855 |
| Plan Effective Date | 1961-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees - Pension Fund Local 764)
Sponsor-wide plan assets over time
All Board of Trustees - Pension Fund Local 764 plans reported in each filing year
- Latest sponsor-wide plan assets
- $171M 18.602641753807454% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,419 | $144M |
| 2023 | 1 | 1,630 | $159M |
| 2024 | 1 | 1,535 | $171M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
Pension Fund of Wardrobe Attendants Union Local 764's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Ees of Ohio Valley Electric Corp/Indiana-Kentucky Electric Corp in OH ($159M); by covered participants it is Transit Management of Southeast Louisiana, Inc. Retirement Income Plan in LA (1,631 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($159M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,630 participants); asset peers above are excluded.
- Transit Management of Southeast Louisiana, Inc. Retirement Income Plan (LA) 1,631 · 1 off
- Td Banknorth Inc. Pension Plan (ME) 1,632 · 2 off
- Pension Plan for Employees of American Water Works Company, Inc. & Its Designated Subsidiaries (NJ) 1,633 · 3 off
- Pension Plan of Holman Enterprises (NJ) 1,627 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.