Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees Pension Plan
Data updated 2026-08-25
- $81M
- Total assets Below avg plan size
- 483
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $168,266
- Avg per participant Above avg balance/head
Official DOL plan name: Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund · Sponsored by Board of Trustees · New York · Finance & Insurance
$81M in assets, 483 participants
Board of Trustees's Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund reported $81M in total assets and 483 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #7,474 in Finance & Insurance (8,869 peers)
Where Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund sits by assets
Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund sits in the top 10% of all filed plans by assets, $81M for 483 participants (~$168,266/participant), up 8.1% in 2023.
- #7,474
- in Finance & Insurance (8,869 peers)
- +8.1%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund's outsized position by total assets
Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$81,272,320 Top 10% higher than 90% 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
Brotherhood of Locomotive Engineers and Trainmen Long Island 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. Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund sits mid-pack in the medium band (483 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund reported net income rose from -$11M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund end-of-year assets rose from $75M in the plan year 2022 filing to $81M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 136146226 · Board of Trustees PY 2023 · Defined Benefit (Pension)
Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund · $81M · 483 · 90th
- NET $81M
- BOOK 483
- VS-ST 90th
- BOY Defined Benefit (Pension)
- SCH near Ironworkers Local 808 Pension Fund
- EBSA ind #7474
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 Finance & Insurance retirement plans → · Plans in New York →
Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $75M |
|---|---|
| Net Assets (End of Year) | $81M |
| Net Income | $6M |
| Employer EIN | 136146226 |
| Plan Effective Date | 1963-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees)
Sponsor-wide plan assets over time
All Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $88M 17.39887012963838% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 484 | $75M |
| 2023 | 1 | 483 | $81M |
| 2024 | 1 | 492 | $88M |
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
Brotherhood of Locomotive Engineers and Trainmen Long Island 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 Ironworkers Local 808 Pension Fund in PA ($81M); by covered participants it is Plumbers Local 27 Pension Fund in PA (483 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($81M here).
- Ironworkers Local 808 Pension Fund (PA) $81M · 544
- Connecticut Health Care Associates Pension Fund (CT) $81M · 381
- SEIU Local No. 4 Pension Fund (IL) $81M · 7,623
- Do It Best Corp. Restated Retirement Plan (IN) $81M · 637
Similar participant headcount
Nearest other-state filings by covered participants (483 participants); asset peers above are excluded.
- Plumbers Local 27 Pension Fund (PA) 483 · 0 off
- Baycoast Bank Pension Plan (MA) 483 · 0 off
- Covia Communities Retirement Income Plan (CA) 482 · 1 off
- Retirement Plan for Employees of Yakima Valley Memorial Hospital (WA) 482 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.