Defined Benefit (Pension) · DOL Form 5500 · 2023

Local No. 8 Retirement Fund Pension Plan

Data updated 2026-08-25

$87M
Total assets Below avg plan size
274
Participants Below avg headcount
90th
Percentile by assets National rank
$319,318
Avg per participant High balance/head
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Official DOL plan name: Local No. 8 Retirement Fund · Sponsored by Local No. 8 Retirement Fund · New York · Wholesale Trade

$87M in assets, 274 participants

Local No. 8 Retirement Fund's Local No. 8 Retirement Fund reported $87M in total assets and 274 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.

  • #5,808 in Wholesale Trade (6,309 peers)

Coverage in New York

Local No. 8 Retirement Fund covers 274 participants in New York, about 34% of the average New York filer (state average ~798 per filing). Assets: $87M.

#5,808
in Wholesale Trade (6,309 peers)
+9.6%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Local No. 8 Retirement Fund's outsized position by total assets

Local No. 8 Retirement Fund vs every filed plan by assets

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

$87,493,176 Top 10% higher than 90% 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 No. 8 Retirement 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 No. 8 Retirement Fund sits mid-pack in the medium band (274 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local No. 8 Retirement Fund reported net income rose from -$12M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Local No. 8 Retirement Fund end-of-year assets rose from $80M in the plan year 2022 filing to $87M in the plan year 2023 filing.
  • Local No. 8 Retirement Fund reported participants rose from 255 in the plan year 2022 filing to 274 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 516135501 · Local No. 8 Retirement Fund PY 2023 · Defined Benefit (Pension)

Local No. 8 Retirement Fund · $87M · 274 · 90th

  • VS-ST $87M
  • BOY 274
  • SCH 90th
  • EBSA Defined Benefit (Pension)
  • PART near Davis Wright Tremaine LLP Cash Balance Pension Plan
  • TYPE ind #5808

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 Wholesale Trade retirement plans → · Plans in New York →

Local No. 8 Retirement Fund in the asset neighbourhood

Swift-Eckrich, Inc. Hourly Retirement Plan ProgramSwift-Eckrich, Inc. Hourly R…$88MBaptist Health Care, Inc. Pension PlanBaptist Health Care, Inc. Pe…$88MDavis Wright Tremaine LLP Cash Balance Pension PlanDavis Wright Tremaine LLP Ca…$88MLocal No. 8 Retirement Fund$87MUnify Financial Credit Union Pension PlanUnify Financial Credit Union…$87M
End-of-year total assets ($M) among Local No. 8 Retirement Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$87M
Net Income$8M
Employer EIN516135501
Plan Effective Date1960-10-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Local No. 8 Retirement Fund)

Sponsor-wide plan assets over time

All Local No. 8 Retirement Fund plans reported in each filing year

Latest sponsor-wide plan assets
$92M 14.798485638427882% vs 2022
2024 filing year
$75M$80M$85M$90M$95M 202220232024 $79.8M $91.6M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 255 $80M
2023 1 274 $87M
2024 1 281 $92M

Nearby Defined Benefit (Pension) Plans in New York

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

Local No. 8 Retirement Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Local No. 8 Retirement Fund, Total assets ($B): 0.087493176 · Participants: 274Local No. 8 Retirement 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 No. 8 Retirement Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local No. 8 Retirement Fund side-by-side with 3 peers →

Local No. 8 Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Davis Wright Tremaine LLP Cash Balance Pension Plan in WA ($88M); by covered participants it is Oneal Steel Consolidated Pension Plan for Salaried, Hourly and Union Employees in AL (274 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (274 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 No. 8 Retirement Fund assets move in 2023? ▼
Local No. 8 Retirement Fund grew at a solid clip - up 9.6% during 2023, from $80M to $87M. Reported net income was $8M.
How have Local No. 8 Retirement Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Local No. 8 Retirement Fund's sponsor-wide assets grew 14.8%, from $80M to $92M.
Where does Local No. 8 Retirement Fund rank by assets among Form 5500 filers? ▼
Local No. 8 Retirement Fund ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Local No. 8 Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Davis Wright Tremaine LLP Cash Balance Pension Plan in WA ($88M, 148 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local No. 8 Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Oneal Steel Consolidated Pension Plan for Salaried, Hourly and Union Employees in AL (274 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 516135501.

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.