Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of the Birmingham P & S Lu 91 Pf Pension Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
317
Participants Below avg headcount
78th
Percentile by assets National rank
$89,567
Avg per participant Below avg balance/head
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Official DOL plan name: Birmingham P & S Local Union No. 91 Pension Fund · Sponsored by Board of Trustees of the Birmingham P & S Lu 91 Pf · Alabama · Construction

$28M in assets, 317 participants

Board of Trustees of the Birmingham P & S Lu 91 Pf's Birmingham P & S Local Union No. 91 Pension Fund reported $28M in total assets and 317 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,938 in Construction (9,030 peers)

Where Birmingham P & S Local Union No. 91 Pension Fund sits by assets

Birmingham P & S Local Union No. 91 Pension Fund sits in the top quartile of all filed plans by assets, $28M for 317 participants (~$89,567/participant), up 4.6% in 2023.

#6,938
in Construction (9,030 peers)
+4.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Birmingham P & S Local Union No. 91 Pension Fund's outsized position by total assets

Birmingham P & S Local Union No. 91 Pension Fund vs every filed plan by assets

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

$28,392,801 Top 22% higher than 78% 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

Birmingham P & S Local Union No. 91 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. Birmingham P & S Local Union No. 91 Pension Fund sits mid-pack in the medium band (317 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Birmingham P & S Local Union No. 91 Pension Fund reported net income rose from -$5M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Birmingham P & S Local Union No. 91 Pension Fund end-of-year assets rose from $27M in the plan year 2022 filing to $28M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 630437949 · Board of Trustees of the Birmingham P & S Lu 91 Pf PY 2023 · Defined Benefit (Pension)

Birmingham P & S Local Union No. 91 Pension Fund · $28M · 317 · 78th

  • TYPE $28M
  • NET 317
  • BOOK 78th
  • VS-ST Defined Benefit (Pension)
  • BOY near Noranda Finance Holdings, Inc. US Employees Retirement Plan
  • SCH ind #6938

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 Construction retirement plans → · Plans in Alabama →

Birmingham P & S Local Union No. 91 Pension Fund in the asset neighbourhood

Birmingham P & S Local Union No. 91 Pension FundBirmingham P & S Local Union…$28MNoranda Finance Holdings, Inc. US Employees Retirement PlanNoranda Finance Holdings, In…$28MIneos Pigments USA Inc. Hourly Employees' Retirement PlanIneos Pigments USA Inc. Hour…$28MAlliance for Audited Media Retirement Income PlanAlliance for Audited Media R…$28MThe Retirement Plan for the Employees of the American Jewish CommitteeThe Retirement Plan for the …$28M
End-of-year total assets ($M) among Birmingham P & S Local Union No. 91 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)$27M
Net Assets (End of Year)$28M
Net Income$1M
Employer EIN630437949
Plan Effective Date1961-09-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Birmingham P & S Lu 91 Pf)

Sponsor-wide plan assets over time

All Board of Trustees of the Birmingham P & S Lu 91 Pf plans reported in each filing year

Latest sponsor-wide plan assets
$31M 14.826887720669188% vs 2022
2024 filing year
$26M$28M$30M$32M 202220232024 $27.1M $31.2M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 317 $27M
2023 1 317 $28M
2024 1 353 $31M

Nearby Defined Benefit (Pension) Plans in Alabama

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

Birmingham P & S Local Union No. 91 Pension Fund vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. 050010001500200025003000 -0.500.511.5 Total assets ($B) Participants Birmingham P & S Local Union No. 91 Pension Fund, Total assets ($B): 0.028392801 · Participants: 317Birmingham P & S Local Union No. 91 Pension FundRegions Financial Corporation Retirement Plan, Total assets ($B): 1.23300032 · Participants: 292Regions Financial Corporation Retirement PlanBlue Cross and Blue Shield of Alabama Retirement Plan, Total assets ($B): 0.737313284 · Participants: 2014Blue Cross and Blue Shield of Alabama Retirement PlanRegions Financial Corporation Retirement Plan for Associates, Total assets ($B): 0.716301272 · Participants: 2395Regions Financial Corporation Retirement Plan for AssociatesVulcan Materials Company Pension Plan, Total assets ($B): 0.507585545 · Participants: 776Vulcan Materials Company Pension PlanAmerican Cast Iron Pipe Company Pension Plan, Total assets ($B): 0.440237888 · Participants: 832American Cast Iron Pipe Company Pension Plan
Birmingham P & S Local Union No. 91 Pension Fund vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare Birmingham P & S Local Union No. 91 Pension Fund side-by-side with 3 peers →

Birmingham P & S Local Union No. 91 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alabama, the nearest Defined Benefit (Pension) by assets is Noranda Finance Holdings, Inc. US Employees Retirement Plan in NY ($28M); by covered participants it is Recycling and General Industrial Union Local 108 Pension Fund in NJ (317 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (317 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 Birmingham P & S Local Union No. 91 Pension Fund assets move in 2023? ▼
Birmingham P & S Local Union No. 91 Pension Fund edged up modestly - up 4.6% during 2023, from $27M to $28M. Reported net income was $1M.
How have Board of Trustees of the Birmingham P & S Lu 91 Pf plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Birmingham P & S Lu 91 Pf's sponsor-wide assets grew 14.8%, from $27M to $31M.
Where does Birmingham P & S Local Union No. 91 Pension Fund rank by assets among Form 5500 filers? ▼
Birmingham P & S Local Union No. 91 Pension Fund ranks in the 78th 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 Birmingham P & S Local Union No. 91 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Noranda Finance Holdings, Inc. US Employees Retirement Plan in NY ($28M, 28 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Birmingham P & S Local Union No. 91 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Recycling and General Industrial Union Local 108 Pension Fund in NJ (317 participants, $36M 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 630437949.

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.