401(k) · DOL Form 5500 · 2023
Board of Trustees of Local 52 401(k) Plan
Data updated 2026-08-11
- $494M
- Total assets
- 5,907
- Participants
- 97th
- Percentile by assets
- $83,597
- Avg per participant
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.
- 97th percentile by assets (of 127,072 plans)
- #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.
- $494M
- total plan assets (2023 EOY)
- 5,907
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $83,597
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Local 52 401 (K) Fund reports 5,907 participants - 7.4x that state average ($494M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $424M |
|---|---|
| Net Assets (End of Year) | $491M |
| Net Income | $70M |
| Employer EIN | 134059105 |
| Plan Effective Date | 1999-07-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Local 52)
| 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
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
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 (401(k), $561M, 5,406 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Local 52 401 (K) Fund by total assets, not by location.
- Alixpartners 401(k) Savings and Firm Contribution Plan (MI) $494M · 1,700
- Ssab Enterprises, LLC Retirement Savings and Profit Sharing Plan (AL) $494M · 1,484
- Federal Signal Corporation Retirement Savings Plan (IL) $494M · 3,383
- Westlake Services Holding Company Employee Stock Ownership Plan (CA) $494M · 1,928
Frequently Asked Questions
How did Local 52 401 (K) Fund assets move in 2023? ▼
How have Board of Trustees of Local 52 plan assets changed over time? ▼
Where does Local 52 401 (K) Fund rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Local 52 401 (K) Fund? ▼
Next read for Local 52 401 (K) Fund
Filing takeaways
Ways to act on Local 52 401 (K) Fund's numbers.
- By total assets, Local 52 401 (K) Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Board of Trustees of Local 52's sponsor-wide assets have grown 32.3% since 2022 across 3 plan years on file. More Finance & Insurance plans