Defined Benefit (Pension) · DOL Form 5500 · 2023

Joint Board of Trustees of Local 153 Pension Fund Pension Plan

Data updated 2026-08-25

$139M
Total assets Near avg plan size
1,628
Participants Near avg headcount
93rd
Percentile by assets National rank
$85,379
Avg per participant Below avg balance/head
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Official DOL plan name: Local 153 Pension Fund · Sponsored by Joint Board of Trustees of Local 153 Pension Fund · New York · Other Services

$139M in assets, 1,628 participants

Joint Board of Trustees of Local 153 Pension Fund's Local 153 Pension Fund reported $139M in total assets and 1,628 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,682 in Other Services (7,857 peers)

Coverage in New York

Local 153 Pension Fund covers 1,628 participants in New York, 2.0x the typical New York plan (state average ~798 per filing). Assets: $139M.

#7,682
in Other Services (7,857 peers)
-7.1%
assets change YoY
1.4×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 153 Pension Fund's outsized position by total assets

Local 153 Pension Fund vs every filed plan by assets

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

$138,997,264 Top 7% higher than 93% 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 153 Pension 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 153 Pension Fund lands in the large band (1,628 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local 153 Pension Fund reported net income rose from -$46M in the plan year 2022 filing to -$11M in the plan year 2023 filing.
  • Local 153 Pension Fund end-of-year assets fell from $150M in the plan year 2022 filing to $139M in the plan year 2023 filing.
  • Local 153 Pension Fund reported participants fell from 1,723 in the plan year 2022 filing to 1,628 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 132864289 · Joint Board of Trustees of Local 153 Pension Fund PY 2023 · Defined Benefit (Pension)

Local 153 Pension Fund · $139M · 1,628 · 93rd

  • EIN $139M
  • EIN 1,628
  • EIN 93rd
  • EIN Defined Benefit (Pension)
  • EIN near Mead Johnson & Company Retirement Plan
  • EIN ind #7682

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 Other Services retirement plans → · Plans in New York →

Local 153 Pension Fund in the asset neighbourhood

Bracco Retirement Income Plan$139MLocal 153 Pension Fund$139MMead Johnson & Company Retirement PlanMead Johnson & Company Retir…$139MIBEW Local No. 82 Pension PlanIBEW Local No. 82 Pension Pl…$139MWestmoreland Retirement Plan$139M
End-of-year total assets ($M) among Local 153 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$150M
Net Assets (End of Year)$138M
Net Income-$11M
Employer EIN132864289
Plan Effective Date1961-02-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Joint Board of Trustees of Local 153 Pension Fund)

Sponsor-wide plan assets over time

All Joint Board of Trustees of Local 153 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$130M 13.20614533577093% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $150M $130M ▼ -13.2%
Year Plans Participants Total Assets
2022 1 1,723 $150M
2023 1 1,628 $139M
2024 1 1,722 $130M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 153 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Local 153 Pension Fund, Total assets ($B): 0.138997264 · Participants: 1628Local 153 Pension FundIBM 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
Local 153 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 153 Pension Fund side-by-side with 3 peers →

Local 153 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Mead Johnson & Company Retirement Plan in NJ ($139M); by covered participants it is The Cooper Companies, Inc. Retirement Income Plan in CA (1,628 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($139M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,628 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 153 Pension Fund assets move in 2023? ▼
Local 153 Pension Fund pulled back noticeably - down 7.1% during 2023, from $150M to $139M. Reported net income was -$11M.
How have Joint Board of Trustees of Local 153 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joint Board of Trustees of Local 153 Pension Fund's sponsor-wide assets declined 13.2%, from $150M to $130M.
Where does Local 153 Pension Fund rank by assets among Form 5500 filers? ▼
Local 153 Pension Fund ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Local 153 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Mead Johnson & Company Retirement Plan in NJ ($139M, 438 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 153 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Cooper Companies, Inc. Retirement Income Plan in CA (1,628 participants, $160M 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 132864289.

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.