Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

LOCAL 153-GHI PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

TRUSTEES OF LOCAL 153- GHI PENSION PLAN

This Defined Benefit (Pension) plan holds $252M in total assets and serves 143 participants as of 2023. It is sponsored by TRUSTEES OF LOCAL 153- GHI PENSION PLAN in New York. The plan reported positive net income of $11M for the year.

Total Assets (2023)
$252M
Participants
143
State
Industry
Finance & Insurance

What the Filing Says About LOCAL 153-GHI PENSION PLAN

LOCAL 153-GHI PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by TRUSTEES OF LOCAL 153- GHI PENSION PLAN, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $252M in total end-of-year assets and covers 143 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 272148632, and the plan has been effective since 1954-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $241M at the beginning of 2023 to $252M at year-end — a gain of 4.5%. Net assets (after liabilities) closed the year at $250M, with reported net income of $11M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$241M
Total Assets (End of Year)$252M
Net Assets (End of Year)$250M
Net Income$11M
Plan TypeDefined Benefit (Pension)
Employer EIN272148632
Plan Effective Date1954-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TRUSTEES OF LOCAL 153- GHI PENSION PLAN)

Year Plans Participants Total Assets
2022 1 149 $241M
2023 1 143 $252M
2024 1 126 $237M

Nearby Defined Benefit (Pension) Plans in New York

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

Frequently Asked Questions

How much money is in the LOCAL 153-GHI PENSION PLAN?
As of the 2023 Form 5500 filing, LOCAL 153-GHI PENSION PLAN holds $252M in total assets with 143 participants. It is sponsored by TRUSTEES OF LOCAL 153- GHI PENSION PLAN.
What type of plan is LOCAL 153-GHI PENSION PLAN?
LOCAL 153-GHI PENSION PLAN is a Defined Benefit (Pension) plan. It has been effective since 1954-04-01. The plan is filed with the U.S. Department of Labor under EIN 272148632.
Who sponsors the LOCAL 153-GHI PENSION PLAN?
LOCAL 153-GHI PENSION PLAN is sponsored by TRUSTEES OF LOCAL 153- GHI PENSION PLAN, located in New York. The sponsor's EIN is 272148632 and the plan operates in the Finance & Insurance industry.
How did LOCAL 153-GHI PENSION PLAN perform in 2023?
LOCAL 153-GHI PENSION PLAN grew by 4.5% during 2023, moving from $241M to $252M in total assets. Net income was $11M.
Where can I find official filings for LOCAL 153-GHI PENSION PLAN?
Official Form 5500 filings for LOCAL 153-GHI PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 272148632 or plan name at efast.dol.gov.
How does LOCAL 153-GHI PENSION PLAN compare to other plans?
You can compare LOCAL 153-GHI PENSION PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 272148632.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.