Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees, Officers and Employees of Local 478 and Funds Employees Pens Pension Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
40
Participants Small participant base
81st
Percentile by assets National rank
$838,158
Avg per participant High balance/head
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Official DOL plan name: Officers and Employees of Local 478 and Funds Employees Pension Plan · Sponsored by Trustees, Officers and Employees of Local 478 and Funds Employees Pens · Connecticut · Finance & Insurance

$34M in assets, 40 participants

Trustees, Officers and Employees of Local 478 and Funds Employees Pens's Officers and Employees of Local 478 and Funds Employees Pension Plan reported $34M in total assets and 40 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,257 in Finance & Insurance (8,869 peers)

Where Officers and Employees of Local 478 and Funds Employees Pension Plan sits by assets

Officers and Employees of Local 478 and Funds Employees Pension Plan sits in the top quartile of all filed plans by assets, $34M for 40 participants (~$838,158/participant), up 13.3% in 2023.

#6,257
in Finance & Insurance (8,869 peers)
+13.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Officers and Employees of Local 478 and Funds Employees Pension Plan's outsized position by total assets

Officers and Employees of Local 478 and Funds Employees Pension Plan vs every filed plan by assets

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

$33,526,317 Top 19% higher than 81% 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

Officers and Employees of Local 478 and Funds Employees Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Officers and Employees of Local 478 and Funds Employees Pension Plan is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Officers and Employees of Local 478 and Funds Employees Pension Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Officers and Employees of Local 478 and Funds Employees Pension Plan end-of-year assets rose from $30M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Officers and Employees of Local 478 and Funds Employees Pension Plan reported participants rose from 37 in the plan year 2022 filing to 40 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 066140282 · Trustees, Officers and Employees of Local 478 and Funds Employees Pens PY 2023 · Defined Benefit (Pension)

Officers and Employees of Local 478 and Funds Employees Pension Plan · $34M · 40 · 81st

  • EOY $34M
  • 5500 40
  • ASSETS 81st
  • PCT Defined Benefit (Pension)
  • EIN near Dalton Corporation, Warsaw Manufacturing Facility Pension Plan
  • RANK ind #6257

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 Connecticut →

Officers and Employees of Local 478 and Funds Employees Pension Plan in the asset neighbourhood

The Pension Plan for the Mott Children's Health CenterThe Pension Plan for the Mot…$34MOerlikon USA Holding, Inc. Pension PlanOerlikon USA Holding, Inc. P…$34MDalton Corporation, Warsaw Manufacturing Facility Pension PlanDalton Corporation, Warsaw M…$34MOfficers and Employees of Local 478 and Funds Employees Pension PlanOfficers and Employees of Lo…$34MMilton Hershey School Retirement PlanMilton Hershey School Retire…$33M
End-of-year total assets ($M) among Officers and Employees of Local 478 and Funds Employees Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$33M
Net Income$4M
Employer EIN066140282
Plan Effective Date1970-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees, Officers and Employees of Local 478 and Funds Employees Pens)

Sponsor-wide plan assets over time

All Trustees, Officers and Employees of Local 478 and Funds Employees Pens plans reported in each filing year

Latest sponsor-wide plan assets
$37M 25.158525103187372% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $29.6M $37.1M ▲ +25.2%
Year Plans Participants Total Assets
2022 1 37 $30M
2023 1 40 $34M
2024 1 37 $37M

Nearby Defined Benefit (Pension) Plans in Connecticut

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

Officers and Employees of Local 478 and Funds Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Officers and Employees of Local 478 and Funds Employees Pension Plan, Total assets ($B): 0.033526317 · Participants: 40Officers and Employees of Local 478 and Funds Employees Pension PlanRtx Consolidated Pension Plan, Total assets ($B): 43.752088232 · Participants: 23823Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 10.610367002 · Participants: 17283The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.8761342 · Participants: 3717Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.40003759 · Participants: 10546Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.580099386 · Participants: 7529The Hartford Retirement Plan for U.S. Employees
Officers and Employees of Local 478 and Funds Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Officers and Employees of Local 478 and Funds Employees Pension Plan side-by-side with 3 peers →

Officers and Employees of Local 478 and Funds Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Dalton Corporation, Warsaw Manufacturing Facility Pension Plan in IN ($34M); by covered participants it is The Coho at Stanford University Cash Balance Plan in CA (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Officers and Employees of Local 478 and Funds Employees Pension Plan assets move in 2023? ▼
Officers and Employees of Local 478 and Funds Employees Pension Plan grew at a solid clip - up 13.3% during 2023, from $30M to $34M. Reported net income was $4M.
How have Trustees, Officers and Employees of Local 478 and Funds Employees Pens plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees, Officers and Employees of Local 478 and Funds Employees Pens's sponsor-wide assets grew 25.2%, from $30M to $37M.
Where does Officers and Employees of Local 478 and Funds Employees Pension Plan rank by assets among Form 5500 filers? ▼
Officers and Employees of Local 478 and Funds Employees Pension Plan ranks in the 81st 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 Officers and Employees of Local 478 and Funds Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Dalton Corporation, Warsaw Manufacturing Facility Pension Plan in IN ($34M, 87 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Officers and Employees of Local 478 and Funds Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Coho at Stanford University Cash Balance Plan in CA (40 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 066140282.

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.