401(k) · DOL Form 5500 · 2023

Board of Trustees of Local 52 401(k) Plan

Data updated 2026-08-25

$494M
Total assets Above avg plan size
5,907
Participants Above avg headcount
97th
Percentile by assets National rank
$83,597
Avg per participant Below avg balance/head
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Official DOL plan name: Local 52 401 (K) Fund · Sponsored by Board of Trustees of Local 52 · New York · Finance & Insurance

$494M in assets, 5,907 participants

Board of Trustees of Local 52's Local 52 401 (K) Fund reported $494M in total assets and 5,907 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,461 in Finance & Insurance (8,869 peers)

Coverage in New York

Local 52 401 (K) Fund covers 5,907 participants in New York, 7.4x the typical New York plan (state average ~798 per filing). Assets: $494M.

#8,461
in Finance & Insurance (8,869 peers)
+16.4%
assets growth YoY
5.0×
vs typical plan assets (national mean)

Local 52 401 (K) Fund's outsized position by total assets

Local 52 401 (K) Fund vs every filed plan by assets

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

$493,806,996 Top 3% higher than 97% 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 52 401 (K) Fund'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. Local 52 401 (K) Fund lands in the large band (5,907 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local 52 401 (K) Fund reported net income rose from -$62M in the plan year 2022 filing to $70M in the plan year 2023 filing.
  • Local 52 401 (K) Fund end-of-year assets rose from $424M in the plan year 2022 filing to $494M in the plan year 2023 filing.
  • Local 52 401 (K) Fund reported participants rose from 5,574 in the plan year 2022 filing to 5,907 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 134059105 · Board of Trustees of Local 52 PY 2023 · 401(k)

Local 52 401 (K) Fund · $494M · 5,907 · 97th

  • TYPE $494M
  • NET 5,907
  • BOOK 97th
  • VS-ST 401(k)
  • BOY near Alixpartners 401(k) Savings and Firm Contribution Plan
  • SCH ind #8461

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 →

Local 52 401 (K) Fund in the asset neighbourhood

Westlake Services Holding Company Employee Stock Ownership PlanWestlake Services Holding Co…$494MLocal 52 401 (K) Fund$494MAlixpartners 401(k) Savings and Firm Contribution PlanAlixpartners 401(k) Savings …$494MSsab Enterprises, LLC Retirement Savings and Profit Sharing PlanSsab Enterprises, LLC Retire…$494MFederal Signal Corporation Retirement Savings PlanFederal Signal Corporation R…$494M
End-of-year total assets ($M) among Local 52 401 (K) Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$424M
Net Assets (End of Year)$491M
Net Income$70M
Employer EIN134059105
Plan Effective Date1999-07-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Local 52)

Sponsor-wide plan assets over time

All Board of Trustees of Local 52 plans reported in each filing year

Latest sponsor-wide plan assets
$561M 32.294625815346414% vs 2022
2024 filing year
$400M$450M$500M$550M$600M 202220232024 $424M $561M ▲ +32.3%
Year Plans Participants Total Assets
2022 1 5,574 $424M
2023 1 5,907 $494M
2024 1 5,406 $561M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Local 52 401 (K) Fund vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Local 52 401 (K) Fund, Total assets ($B): 0.493806996 · Participants: 5907Local 52 401 (K) FundIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Local 52 401 (K) Fund vs. nearby 401(k) plans in New York, assets vs. participants
Compare Local 52 401 (K) Fund side-by-side with 3 peers →

Scale composition for Local 52 401 (K) Fund

Local 52 401 (K) Fund reports $494M in end-of-year assets across 5,907 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $83,597 per participant (60% of the national average assets-per-participant) . Net income for plan year 2023 was $70M.

This plan identity (EIN 134059105, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $424M to $561M (+32.3%) while covered participants moved from 5,574 to 5,406 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,574 $424M Open filing
2023 5,907 $494M This page
2024 · index core 5,406 $561M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Local 52 401 (K) Fund's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Alixpartners 401(k) Savings and Firm Contribution Plan in MI ($494M); by covered participants it is Veolia North America 401(k) Savings Plan in MA (5,906 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,907 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 52 401 (K) Fund assets move in 2023? ▼
Local 52 401 (K) Fund grew sharply - up 16.4% during 2023, from $424M to $494M. Reported net income was $70M.
How have Board of Trustees of Local 52 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Local 52's sponsor-wide assets grew 32.3%, from $424M to $561M.
Where does Local 52 401 (K) Fund rank by assets among Form 5500 filers? ▼
Local 52 401 (K) Fund ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Local 52 401 (K) Fund? ▼
Among 401(k) plans in other states, the closest by assets is Alixpartners 401(k) Savings and Firm Contribution Plan in MI ($494M, 1,700 participants).
Which 401(k) plans cover a similar participant headcount to Local 52 401 (K) Fund? ▼
Among 401(k) plans in other states, the closest by covered participants is Veolia North America 401(k) Savings Plan in MA (5,906 participants, $930M 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 134059105.

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.