Defined Benefit (Pension) · DOL Form 5500 · 2023
Joint Board of Trustees of Local 377 Pension Fund Pension Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 508
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $42,902
- Avg per participant Low balance/head
Official DOL plan name: Local 377 Pension Fund · Sponsored by Joint Board of Trustees of Local 377 Pension Fund · New York · Real Estate
$22M in assets, 508 participants
Joint Board of Trustees of Local 377 Pension Fund's Local 377 Pension Fund reported $22M in total assets and 508 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #4,158 in Real Estate (4,727 peers)
Joint Board of Trustees of Local 377 Pension Fund multi-year trail
Joint Board of Trustees of Local 377 Pension Fund's plans moved +22.9% in assets from 2022 to 2024; this filing shows Local 377 Pension Fund at $22M / 508 participants.
- #4,158
- in Real Estate (4,727 peers)
- +12.9%
- assets growth YoY
Local 377 Pension Fund's outsized position by total assets
Local 377 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,794,415 Top 26% higher than 74% 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
Local 377 Pension Fund among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 377 Pension Fund sits mid-pack in the medium band (508 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Local 377 Pension Fund reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Local 377 Pension Fund end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Local 377 Pension Fund reported participants fell from 530 in the plan year 2022 filing to 508 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 136177810 · Joint Board of Trustees of Local 377 Pension Fund PY 2023 · Defined Benefit (Pension)
Local 377 Pension Fund · $22M · 508 · 74th
- TYPE $22M
- TYPE 508
- TYPE 74th
- TYPE Defined Benefit (Pension)
- TYPE near Messer Cutting Systems, Inc. Pension Plan
- TYPE ind #4158
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 Real Estate retirement plans → · Plans in New York →
Local 377 Pension Fund in the asset neighbourhood
Joint Board of Trustees of Local 377 Pension Fund multi-year asset trail
Sponsor-wide plan assets over time
All Joint Board of Trustees of Local 377 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 22.911381678999472% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 530 | $19M |
| 2023 | 1 | 508 | $22M |
| 2024 | 1 | 417 | $24M |
Joint Board of Trustees of Local 377 Pension Fund filing trail (2023)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $2M |
| Employer EIN | 136177810 |
| Plan Effective Date | 1965-06-15 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
Local 377 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 Messer Cutting Systems, Inc. Pension Plan in WI ($22M); by covered participants it is California Teachers Association Employees Retirement Benefits Plan in CA (508 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Messer Cutting Systems, Inc. Pension Plan (WI) $22M · 26
- University of Alabama Health Services Foundation, P.C. Retirement Plan for Select Employees (AL) $22M · 8
- Kilpatrick Townsend & Stockton LLP Cash Balance Plan I (GA) $22M · 125
- Kilpatrick Townsend & Stockton LLP Cash Balance Plan II (GA) $22M · 125
Similar participant headcount
Nearest other-state filings by covered participants (508 participants); asset peers above are excluded.
- California Teachers Association Employees Retirement Benefits Plan (CA) 508 · 0 off
- Msd Puerto Rico Pension Plan (PR) 507 · 1 off
- Liberty Puerto Rico Pension Plan (PR) 509 · 1 off
- Kansas City Cement Masons Pension Fund (MO) 509 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.