Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of Local 1205 Pension Fund Pension Plan

Data updated 2026-08-11

$243M
Total assets
687
Participants
95th
Percentile by assets
$353,230
Avg per participant
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Official DOL plan name: Local 1205 Pension Fund · Sponsored by Board of Trustees of Local 1205 Pension Fund · New York · Retail Trade

$243M in assets, 687 participants

Board of Trustees of Local 1205 Pension Fund's Local 1205 Pension Fund reported $243M in total assets and 687 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 127,072 plans)
  • #8,198 in Retail Trade (8,414 peers)

Where Local 1205 Pension Fund sits by assets

Local 1205 Pension Fund sits in the top 5% of all filed plans by assets, $243M for 687 participants (~$353,230/participant), up 12.4% in 2023.

$243M
total plan assets (2023 EOY)
687
covered participants
95th
percentile by assets (of 127,072 plans)
$353,230
avg assets per participant

Where Local 1205 Pension Fund sits by total assets

Local 1205 Pension Fund vs every filed plan by assets

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

$242,669,149 Top 5% higher than 95% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local 1205 Pension Fund reported net income rose from -$33M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Local 1205 Pension Fund end-of-year assets rose from $216M in the plan year 2022 filing to $243M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Retail Trade

Local 1205 Pension Fund vs the 2023 asset distribution

By assets, Local 1205 Pension Fund outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$216M
Net Assets (End of Year)$243M
Net Income$27M
Employer EIN111880353
Plan Effective Date1954-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Local 1205 Pension Fund)

$200M$220M$240M$260M$280M 202220232024 $216M $269M ▲ +24.9%
Total plan assets by year, all Board of Trustees of Local 1205 Pension Fund plans on file
Year Plans Participants Total Assets
2022 1 689 $216M
2023 1 687 $243M
2024 1 702 $269M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 1205 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Local 1205 Pension F…, Total assets ($B): 0.242669149 · Participants: 687Local 1205 Pension F…IBM Personal Pension…, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension…Consolidated Edison …, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison …1199seiu Health Care…, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care…Pfizer Consolidated …, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated …Pepsico Employees Re…, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Re…
Local 1205 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 1205 Pension Fund side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Local 1205 Pension Fund by total assets, not by location.

Frequently Asked Questions

How did Local 1205 Pension Fund assets move in 2023? ▼
Local 1205 Pension Fund grew at a solid clip - up 12.4% during 2023, from $216M to $243M. Reported net income was $27M.
How have Board of Trustees of Local 1205 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Local 1205 Pension Fund's sponsor-wide assets grew 24.9%, from $216M to $269M.
Where does Local 1205 Pension Fund rank by assets among Form 5500 filers? ▼
Local 1205 Pension Fund ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Local 1205 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Wisconsin Power & Light Co. Retirement Plan B in WI ($243M, 250 participants).

Next read for Local 1205 Pension Fund

Scale reading

Ways to act on Local 1205 Pension Fund's numbers.

  • By total assets, Local 1205 Pension Fund ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
  • Board of Trustees of Local 1205 Pension Fund's sponsor-wide assets have grown 24.9% since 2022 across 3 plan years on file. More Retail Trade plans

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 111880353.

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.