Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of Local 1205 Pension Fund Pension Plan

Data updated 2026-08-25

$243M
Total assets Near avg plan size
687
Participants Below avg headcount
95th
Percentile by assets National rank
$353,230
Avg per participant High balance/head
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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.

  • #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.

#8,198
in Retail Trade (8,414 peers)
+12.4%
assets growth YoY
2.4×
vs typical plan assets (national mean)

Local 1205 Pension Fund's outsized position 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 $2,050,000,000 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

Local 1205 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 1205 Pension Fund sits mid-pack in the medium band (687 participants).

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 →

Form 5500 schedule snapshot

Filing strip 111880353 · Board of Trustees of Local 1205 Pension Fund PY 2023 · Defined Benefit (Pension)

Local 1205 Pension Fund · $243M · 687 · 95th

  • RANK $243M
  • RANK 687
  • RANK 95th
  • RANK Defined Benefit (Pension)
  • RANK near Wisconsin Power & Light Co. Retirement Plan B
  • RANK ind #8198

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 Retail Trade retirement plans → · Plans in New York →

Local 1205 Pension Fund in the asset neighbourhood

Schlumberger Pension Plan for U.S. Taxpayers Employed AbroadSchlumberger Pension Plan fo…$243MWisconsin Power & Light Co. Retirement Plan BWisconsin Power & Light Co. …$243MLocal 1205 Pension Fund$243MBaxter Healthcare of Puerto Rico Pension PlanBaxter Healthcare of Puerto …$242MHill-Rom, Inc. Pension Plan$242M
End-of-year total assets ($M) among Local 1205 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)$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)

Sponsor-wide plan assets over time

All Board of Trustees of Local 1205 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$269M 24.85457099268174% vs 2022
2024 filing year
$200M$220M$240M$260M$280M 202220232024 $216M $269M ▲ +24.9%
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 ($B) Participants Local 1205 Pension Fund, Total assets ($B): 0.242669149 · Participants: 687Local 1205 Pension FundIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
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 →

Local 1205 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 Wisconsin Power & Light Co. Retirement Plan B in WI ($243M); by covered participants it is Valley National Bank Pension Plan in NJ (687 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (687 participants); asset peers above are excluded.

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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 1205 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Valley National Bank Pension Plan in NJ (687 participants, $256M in assets).

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.