Defined Benefit (Pension) · DOL Form 5500 · 2023

Local 837 Pension Plan Board of Trustees Pension Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
91
Participants Small participant base
73rd
Percentile by assets National rank
$229,404
Avg per participant Above avg balance/head
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Official DOL plan name: Local 837 Pension Plan · Sponsored by Local 837 Pension Plan Board of Trustees · Pennsylvania · Transportation & Warehousing

$21M in assets, 91 participants

Local 837 Pension Plan Board of Trustees's Local 837 Pension Plan reported $21M in total assets and 91 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #2,458 in Transportation & Warehousing (3,362 peers)

What the 2023 filing shows

Local 837 Pension Plan holds $21M for 91 participants - about $229,404 per participant, above the median plan by assets.

#2,458
in Transportation & Warehousing (3,362 peers)
+2.5%
assets growth YoY

Local 837 Pension Plan's outsized position by total assets

Local 837 Pension Plan vs every filed plan by assets

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

$20,875,742 Top 27% higher than 73% 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 837 Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 837 Pension Plan is a small filing (91 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local 837 Pension Plan reported net income rose from -$6M in the plan year 2022 filing to $536K in the plan year 2023 filing.
  • Local 837 Pension Plan reported participants rose from 86 in the plan year 2022 filing to 91 in the plan year 2023 filing.
  • Local 837 Pension Plan end-of-year assets rose from $20M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 236527213 · Local 837 Pension Plan Board of Trustees PY 2023 · Defined Benefit (Pension)

Local 837 Pension Plan · $21M · 91 · 73rd

  • PCT $21M
  • EIN 91
  • RANK 73rd
  • PHOTO Defined Benefit (Pension)
  • IND near Harrisonville Telephone Company Retirement Plan for Management Employees
  • EOY ind #2458

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 Transportation & Warehousing retirement plans → · Plans in Pennsylvania →

Local 837 Pension Plan in the asset neighbourhood

Cofcu Cash Balance Defined Benefit Plan and TrustCofcu Cash Balance Defined B…$21MLocal 837 Pension Plan$21MHarrisonville Telephone Company Retirement Plan for Management EmployeesHarrisonville Telephone Comp…$21MRetirement Plan for Employees of Continental Divide Electric Cooperative Inc.Retirement Plan for Employee…$21MAleris Cash Balance Plan$21M
End-of-year total assets ($M) among Local 837 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$21M
Net Income$536K
Employer EIN236527213
Plan Effective Date1965-10-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Local 837 Pension Plan Board of Trustees)

Sponsor-wide plan assets over time

All Local 837 Pension Plan Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$22M 0.25417871858844854% vs 2022
2024 filing year
$21.8M$22M$22.2M$22.4M$22.6M 202220232024 $22.1M $22M ▼ -0.3%
Year Plans Participants Total Assets
2022 2 440 $22M
2023 2 100 $23M
2024 2 120 $22M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Local 837 Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Local 837 Pension Plan, Total assets ($B): 0.020875742 · Participants: 91Local 837 Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
Local 837 Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Local 837 Pension Plan side-by-side with 3 peers →

Local 837 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Harrisonville Telephone Company Retirement Plan for Management Employees in IL ($21M); by covered participants it is Maher Terminals LLC Pension Trust in NJ (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 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 837 Pension Plan assets move in 2023? ▼
Local 837 Pension Plan edged up modestly - up 2.5% during 2023, from $20M to $21M. Reported net income was $536K.
How have Local 837 Pension Plan Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Local 837 Pension Plan Board of Trustees's sponsor-wide assets declined 0.3%, from $22M to $22M.
Which Defined Benefit (Pension) plans are similar in size to Local 837 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Harrisonville Telephone Company Retirement Plan for Management Employees in IL ($21M, 42 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 837 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Maher Terminals LLC Pension Trust in NJ (91 participants, $90M 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 236527213.

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.