Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees Local 99 Pension Plan Pension Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
154
Participants Small participant base
86th
Percentile by assets National rank
$349,671
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Local 99 Pension Plan · Sponsored by Board of Trustees Local 99 Pension Plan · Illinois · Construction

$54M in assets, 154 participants

Board of Trustees Local 99 Pension Plan's Local 99 Pension Plan reported $54M in total assets and 154 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,595 in Construction (9,030 peers)

Coverage in Illinois

Local 99 Pension Plan covers 154 participants in Illinois, about 20% of the average Illinois filer (state average ~779 per filing). Assets: $54M.

#7,595
in Construction (9,030 peers)
+9.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Local 99 Pension Plan's outsized position by total assets

Local 99 Pension Plan vs every filed plan by assets

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

$53,849,395 Top 14% higher than 86% 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 99 Pension Plan 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 99 Pension Plan sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local 99 Pension Plan reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Local 99 Pension Plan end-of-year assets rose from $49M in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • Local 99 Pension Plan reported participants rose from 142 in the plan year 2022 filing to 154 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 516119432 · Board of Trustees Local 99 Pension Plan PY 2023 · Defined Benefit (Pension)

Local 99 Pension Plan · $54M · 154 · 86th

  • TYPE $54M
  • TYPE 154
  • TYPE 86th
  • TYPE Defined Benefit (Pension)
  • TYPE near Columbia Memorial Hospital Retirement Plan
  • TYPE ind #7595

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 Illinois →

Local 99 Pension Plan in the asset neighbourhood

Local 99 Pension Plan$54MColumbia Memorial Hospital Retirement PlanColumbia Memorial Hospital R…$54MCovia Communities Retirement Income PlanCovia Communities Retirement…$54MThe Gorman-Rupp Company Retirement PlanThe Gorman-Rupp Company Reti…$54MSouth County Hospital Retirement PlanSouth County Hospital Retire…$54M
End-of-year total assets ($M) among Local 99 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$54M
Net Income$5M
Employer EIN516119432
Plan Effective Date1967-04-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Local 99 Pension Plan)

Sponsor-wide plan assets over time

All Board of Trustees Local 99 Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$57M 16.190386297702357% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $49.4M $57.4M ▲ +16.2%
Year Plans Participants Total Assets
2022 1 142 $49M
2023 1 154 $54M
2024 1 173 $57M

Nearby Defined Benefit (Pension) Plans in Illinois

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

Local 99 Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -200204060 Total assets ($B) Participants Local 99 Pension Plan, Total assets ($B): 0.053849395 · Participants: 154Local 99 Pension PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 49.680270595 · Participants: 48538Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 35.242945747 · Participants: 45001State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.965094339 · Participants: 20680United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.960744597 · Participants: 16346John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 7.819798504 · Participants: 17382Abbott Laboratories Annuity Retirement Plan
Local 99 Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Local 99 Pension Plan side-by-side with 3 peers →

Local 99 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Columbia Memorial Hospital Retirement Plan in OR ($54M); by covered participants it is Clariant Corporation Combined Retirement Plan in NC (154 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($54M here).

Similar participant headcount

Nearest other-state filings by covered participants (154 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 99 Pension Plan assets move in 2023? ▼
Local 99 Pension Plan grew at a solid clip - up 9.1% during 2023, from $49M to $54M. Reported net income was $5M.
How have Board of Trustees Local 99 Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Local 99 Pension Plan's sponsor-wide assets grew 16.2%, from $49M to $57M.
Where does Local 99 Pension Plan rank by assets among Form 5500 filers? ▼
Local 99 Pension Plan ranks in the 86th 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 99 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Columbia Memorial Hospital Retirement Plan in OR ($54M, 39 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 99 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Clariant Corporation Combined Retirement Plan in NC (154 participants, $199M 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 516119432.

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.