Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of Local 803 Pension Fund Pension Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets: N/A
Participants Small participant base: 75th
Percentile by assets National rank

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Official DOL plan name: Local 803 Pension Fund · Sponsored by Board of Trustees of Local 803 Pension Fund · New York · Healthcare & Social Assistance

$23M in assets, N/A participants

Board of Trustees of Local 803 Pension Fund's Local 803 Pension Fund reported $23M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

#14,039 in Healthcare & Social Assistance (17,684 peers)

Where Local 803 Pension Fund sits by assets

Local 803 Pension Fund sits in the top quartile of all filed plans by assets, $23M for N/A participants, up 2.3% in 2023.

#14,039
in Healthcare & Social Assistance (17,684 peers): +2.3%
assets growth YoY: 0.2×
vs typical plan assets (national mean)

Local 803 Pension Fund's outsized position by total assets

Local 803 Pension Fund vs every filed plan by assets

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

$23,498,257 Top 25% higher than 75% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Local 803 Pension Fund reported net income rose from -$8M in the plan year 2022 filing to $538K in the plan year 2023 filing.
Local 803 Pension Fund end-of-year assets rose from $23M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 132851614 · Board of Trustees of Local 803 Pension Fund PY 2023 · Defined Benefit (Pension)

Local 803 Pension Fund · $23M · N/A · 75th

IND $23M
EOY N/A
5500 75th
ASSETS Defined Benefit (Pension)
PCT near Penreco Pension Plan
EIN ind #14039

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

End-of-year total assets ($M) among Local 803 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$23M
Net Assets (End of Year)	$23M
Net Income	$538K
Employer EIN	132851614
Plan Effective Date	1976-12-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees of Local 803 Pension Fund)

Latest sponsor-wide plan assets: $23M 1.5428873458573598% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$23M
2023	1	N/A	$23M
2024	1	N/A	$23M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 803 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

IBM Personal Pension Plan $25.0B · 14,881
Consolidated Edison Retirement Plan $16.2B · 10,779
1199seiu Health Care Employees Pension Fund $16.2B · 107,582
Pfizer Consolidated Pension Plan $11.0B · 9,616
Pepsico Employees Retirement Plan I $7.6B · 12,289

Compare Local 803 Pension Fund side-by-side with 3 peers →

Local 803 Pension Fund's closest out-of-state Defined Benefit (Pension) peers by assets

Outside New York, the nearest Defined Benefit (Pension) by end-of-year assets is Penreco Pension Plan in IN at $23M (this filing: $23M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Penreco Pension Plan (IN) $23M · 66
Arizona Bricklayers Pension Trust Fund (AZ) $24M · 70
Ret. Plan for Emps. of American President Lines, LLC. Represented by the Prof. Ofc. & Ind. , Marine Engr. Beneficial Assn (AFL/CIO) (VA) $24M · 161
Met-Pro Technologies LLC Consolidated Pension Plan (TX) $24M · 32

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 803 Pension Fund assets move in 2023? ▼

Local 803 Pension Fund edged up modestly - up 2.3% during 2023, from $23M to $23M. Reported net income was $538K.

How have Board of Trustees of Local 803 Pension Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees of Local 803 Pension Fund's sponsor-wide assets declined 1.5%, from $23M to $23M.

Where does Local 803 Pension Fund rank by assets among Form 5500 filers? ▼

Local 803 Pension Fund ranks in the 75th 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 Local 803 Pension Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Penreco Pension Plan in IN ($23M, 66 participants).

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 132851614.