Defined Benefit (Pension) · DOL Form 5500 · 2023

Joint Board of Trustees Local 305 CIO Pe Pension Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
6
Participants Small participant base
82nd
Percentile by assets National rank
$6.3M
Avg per participant High balance/head
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Official DOL plan name: Local 305 CIO Pension Fund · Sponsored by Joint Board of Trustees Local 305 CIO Pe · New York · Manufacturing

$38M in assets, 6 participants

Joint Board of Trustees Local 305 CIO Pe's Local 305 CIO Pension Fund reported $38M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #14,050 in Manufacturing (18,722 peers)

Where Local 305 CIO Pension Fund sits by assets

Local 305 CIO Pension Fund sits in the top quartile of all filed plans by assets, $38M for 6 participants (~$6.3M/participant), up 1100.4% in 2023.

#14,050
in Manufacturing (18,722 peers)
+1100.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Local 305 CIO Pension Fund's outsized position by total assets

Local 305 CIO Pension Fund vs every filed plan by assets

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

$38,073,884 Top 18% higher than 82% 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 305 CIO Pension Fund among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 305 CIO Pension Fund is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local 305 CIO Pension Fund reported net income rose from -$3M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Local 305 CIO Pension Fund end-of-year assets rose from $3M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Local 305 CIO Pension Fund reported participants fell from 7 in the plan year 2022 filing to 6 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 132864446 · Joint Board of Trustees Local 305 CIO Pe PY 2023 · Defined Benefit (Pension)

Local 305 CIO Pension Fund · $38M · 6 · 82nd

  • ASSETS $38M
  • PCT 6
  • EIN 82nd
  • RANK Defined Benefit (Pension)
  • PHOTO near Knoxville Tva Employees Credit Union Defined Benefit Plan
  • IND ind #14050

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 Manufacturing retirement plans → · Plans in New York →

Local 305 CIO Pension Fund in the asset neighbourhood

Knoxville Tva Employees Credit Union Defined Benefit PlanKnoxville Tva Employees Cred…$38MLocal 305 CIO Pension Fund$38MWeyco Group, Inc. Pension PlanWeyco Group, Inc. Pension Pl…$38MDechert LLP Partners Defined Benefit Plan IIDechert LLP Partners Defined…$38MMinnesota Twins Pension Plan$38M
End-of-year total assets ($M) among Local 305 CIO 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)$3M
Net Assets (End of Year)$38M
Net Income$35M
Employer EIN132864446
Plan Effective Date1952-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Joint Board of Trustees Local 305 CIO Pe)

Sponsor-wide plan assets over time

All Joint Board of Trustees Local 305 CIO Pe plans reported in each filing year

Latest sponsor-wide plan assets
$37M 1064.952012401959% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $3.17M $37M ▲ +1065.6%
Year Plans Participants Total Assets
2022 1 7 $3M
2023 1 6 $38M
2024 1 2 $37M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 305 CIO Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Local 305 CIO Pension Fund, Total assets ($B): 0.038073884 · Participants: 6Local 305 CIO 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 305 CIO Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 305 CIO Pension Fund side-by-side with 3 peers →

Local 305 CIO 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 Knoxville Tva Employees Credit Union Defined Benefit Plan in TN ($38M); by covered participants it is Reprop Investments Inc Cash Balance Pension Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 305 CIO Pension Fund assets move in 2023? ▼
Local 305 CIO Pension Fund surged - up 1100.4% during 2023, from $3M to $38M. Reported net income was $35M.
How have Joint Board of Trustees Local 305 CIO Pe plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joint Board of Trustees Local 305 CIO Pe's sponsor-wide assets grew 1065.0%, from $3M to $37M.
Where does Local 305 CIO Pension Fund rank by assets among Form 5500 filers? ▼
Local 305 CIO Pension Fund ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Local 305 CIO Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Knoxville Tva Employees Credit Union Defined Benefit Plan in TN ($38M, 322 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 305 CIO Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Reprop Investments Inc Cash Balance Pension Plan in CA (6 participants, N/A 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 132864446.

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.