Defined Benefit (Pension) · DOL Form 5500 · 2023

Bac Local #5 New York Pension Plan Pension Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
97
Participants Small participant base
88th
Percentile by assets National rank
$665,787
Avg per participant High balance/head
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Official DOL plan name: Bac Local #5 New York Pension Plan · Sponsored by Bac Local #5 New York Pension Plan · New York · Construction

$65M in assets, 97 participants

Bac Local #5 New York Pension Plan's Bac Local #5 New York Pension Plan reported $65M in total assets and 97 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.

  • #7,753 in Construction (9,030 peers)

Where Bac Local #5 New York Pension Plan sits by assets

Bac Local #5 New York Pension Plan sits in the top quartile of all filed plans by assets, $65M for 97 participants (~$665,787/participant), up 4.1% in 2023.

#7,753
in Construction (9,030 peers)
+4.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Bac Local #5 New York Pension Plan's outsized position by total assets

Bac Local #5 New York Pension Plan vs every filed plan by assets

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

$64,581,364 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

Bac Local #5 New York 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. Bac Local #5 New York Pension Plan is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bac Local #5 New York Pension Plan reported net income fell from $57M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Bac Local #5 New York Pension Plan reported participants fell from 115 in the plan year 2022 filing to 97 in the plan year 2023 filing.
  • Bac Local #5 New York Pension Plan end-of-year assets rose from $62M in the plan year 2022 filing to $65M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 146016608 · Bac Local #5 New York Pension Plan PY 2023 · Defined Benefit (Pension)

Bac Local #5 New York Pension Plan · $65M · 97 · 88th

  • ASSETS $65M
  • PCT 97
  • EIN 88th
  • RANK Defined Benefit (Pension)
  • PHOTO near Agfa Corporation Pension Plan
  • IND ind #7753

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 →

Bac Local #5 New York Pension Plan in the asset neighbourhood

Laborers Pension Fund$65MLiberty Utilities Cash Balance Pension PlanLiberty Utilities Cash Balan…$65MMichael Best & Friedrich Employees' Pension PlanMichael Best & Friedrich Emp…$65MBac Local #5 New York Pension PlanBac Local #5 New York Pensio…$65MAgfa Corporation Pension Plan$64M
End-of-year total assets ($M) among Bac Local #5 New York Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$64M
Net Income$3M
Employer EIN146016608
Plan Effective Date1955-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bac Local #5 New York Pension Plan)

Sponsor-wide plan assets over time

All Bac Local #5 New York Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$64M 3.759410412741714% vs 2022
2024 filing year
$61M$62M$63M$64M$65M 202220232024 $62M $64.4M ▲ +3.8%
Year Plans Participants Total Assets
2022 1 115 $62M
2023 1 97 $65M
2024 1 78 $64M

Nearby Defined Benefit (Pension) Plans in New York

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

Bac Local #5 New York Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Bac Local #5 New York Pension Plan, Total assets ($B): 0.064581364 · Participants: 97Bac Local #5 New York Pension PlanIBM 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
Bac Local #5 New York Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Bac Local #5 New York Pension Plan side-by-side with 3 peers →

Bac Local #5 New York Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Agfa Corporation Pension Plan in NJ ($64M); by covered participants it is Cwc Castings Div of Textron, Inc. Hry-Rated Ees' Pen Plan in RI (97 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($65M here).

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Bac Local #5 New York Pension Plan assets move in 2023? ▼
Bac Local #5 New York Pension Plan edged up modestly - up 4.1% during 2023, from $62M to $65M. Reported net income was $3M.
How have Bac Local #5 New York Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bac Local #5 New York Pension Plan's sponsor-wide assets grew 3.8%, from $62M to $64M.
Where does Bac Local #5 New York Pension Plan rank by assets among Form 5500 filers? ▼
Bac Local #5 New York Pension Plan 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 Bac Local #5 New York Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Agfa Corporation Pension Plan in NJ ($64M, 164 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bac Local #5 New York Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cwc Castings Div of Textron, Inc. Hry-Rated Ees' Pen Plan in RI (97 participants, $105M 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 146016608.

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.