Other
2023 plan-year Other DOL Form 5500

Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees · New York · Finance & Insurance

What the 2023 filing shows

Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund holds $81M for 483 participants — about $168,266 per participant, up 8.1% over the 2023 plan year.

$81M
total plan assets (2023 EOY)
483
covered participants
$168,266
avg assets per participant
+8.1%
assets growth YoY
Total Assets (2023)
$81M
Participants
483
State
Industry
Finance & Insurance

What the Filing Says About Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund

Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund is a Other retirement plan sponsored by Board of Trustees, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $81M in total end-of-year assets and covers 483 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 136146226, and the plan has been effective since 1963-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $75M at the beginning of 2023 to $81M at year-end — a gain of 8.1%. Net assets (after liabilities) closed the year at $81M, with reported net income of $6M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$75M
Total Assets (End of Year)$81M
Net Assets (End of Year)$81M
Net Income$6M
Plan TypeOther
Employer EIN136146226
Plan Effective Date1963-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees)

Year Plans Participants Total Assets
2022 1 484 $75M
2023 1 483 $81M
2024 1 492 $88M

Nearby Other Plans in New York

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund?
As of the 2023 Form 5500 filing, Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund holds $81M in total assets with 483 participants. It is sponsored by Board of Trustees.
What type of plan is Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund?
Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund is a Other plan. It has been effective since 1963-01-01. The plan is filed with the U.S. Department of Labor under EIN 136146226.
Who sponsors the Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund?
Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund is sponsored by Board of Trustees, located in New York. The sponsor's EIN is 136146226 and the plan operates in the Finance & Insurance industry.
How did Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund perform in 2023?
Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund grew by 8.1% during 2023, moving from $75M to $81M in total assets. Net income was $6M.
Where can I find official filings for Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund?
Official Form 5500 filings for Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 136146226 or plan name at efast.dol.gov.
How does Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund compare to other plans?
You can compare Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund against other Other plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 136146226.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.