401(k) · DOL Form 5500 · 2023

Board of Trustees of Local 813 Savings and Thrift Trust Fund 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
1,143
Participants Near avg headcount
76th
Percentile by assets National rank
$21,498
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Local 813 Savings and Thrift Trust Fund · Sponsored by Board of Trustees of Local 813 Savings and Thrift Trust Fund · New York · Administrative & Support Services

$25M in assets, 1,143 participants

Board of Trustees of Local 813 Savings and Thrift Trust Fund's Local 813 Savings and Thrift Trust Fund reported $25M in total assets and 1,143 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #3,844 in Administrative & Support Services (4,372 peers)

Where Local 813 Savings and Thrift Trust Fund sits by assets

Local 813 Savings and Thrift Trust Fund sits in the top quartile of all filed plans by assets, $25M for 1,143 participants (~$21,498/participant), up 35.7% in 2023.

#3,844
in Administrative & Support Services (4,372 peers)
+35.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Local 813 Savings and Thrift Trust Fund's outsized position by total assets

Local 813 Savings and Thrift Trust Fund vs every filed plan by assets

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

$24,572,459 Top 24% higher than 76% 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 813 Savings and Thrift Trust Fund's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 813 Savings and Thrift Trust Fund lands in the large band (1,143 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local 813 Savings and Thrift Trust Fund reported net income rose from -$69K in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Local 813 Savings and Thrift Trust Fund end-of-year assets rose from $18M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Local 813 Savings and Thrift Trust Fund reported participants rose from 989 in the plan year 2022 filing to 1,143 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 800529051 · Board of Trustees of Local 813 Savings and Thrift Trust Fund PY 2023 · 401(k)

Local 813 Savings and Thrift Trust Fund · $25M · 1,143 · 76th

  • ASSETS $25M
  • ASSETS 1,143
  • ASSETS 76th
  • ASSETS 401(k)
  • ASSETS near Bluum 401(k) Plan
  • ASSETS ind #3844

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 Administrative & Support Services retirement plans → · Plans in New York →

Local 813 Savings and Thrift Trust Fund in the asset neighbourhood

Pala Group, Inc. Savings Plan and TrustPala Group, Inc. Savings Pla…$25MLocal 813 Savings and Thrift Trust FundLocal 813 Savings and Thrift…$25MBluum 401(k) Plan$25MBuchalter Associate Attorney 401(k) PlanBuchalter Associate Attorney…$25MKirkpatrick Companies Savings Incentive & Profit Sharing PlanKirkpatrick Companies Saving…$25M
End-of-year total assets ($M) among Local 813 Savings and Thrift Trust Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$25M
Net Income$6M
Employer EIN800529051
Plan Effective Date2009-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Local 813 Savings and Thrift Trust Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Local 813 Savings and Thrift Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$30M 68.37355230771244% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $18.1M $30.5M ▲ +68.4%
Year Plans Participants Total Assets
2022 1 989 $18M
2023 1 1,143 $25M
2024 1 1,218 $30M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Local 813 Savings and Thrift Trust Fund vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Local 813 Savings and Thrift Trust Fund, Total assets ($B): 0.024572459 · Participants: 1143Local 813 Savings and Thrift Trust FundIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Local 813 Savings and Thrift Trust Fund vs. nearby 401(k) plans in New York, assets vs. participants
Compare Local 813 Savings and Thrift Trust Fund side-by-side with 3 peers →

Local 813 Savings and Thrift Trust Fund's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Bluum 401(k) Plan in AZ ($25M); by covered participants it is Ted's Montana Grill, Inc. 401(k) Plan in GA (1,143 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,143 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 813 Savings and Thrift Trust Fund assets move in 2023? ▼
Local 813 Savings and Thrift Trust Fund surged - up 35.7% during 2023, from $18M to $25M. Reported net income was $6M.
How have Board of Trustees of Local 813 Savings and Thrift Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Local 813 Savings and Thrift Trust Fund's sponsor-wide assets grew 68.4%, from $18M to $30M.
Where does Local 813 Savings and Thrift Trust Fund rank by assets among Form 5500 filers? ▼
Local 813 Savings and Thrift Trust Fund ranks in the 76th 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 401(k) plans are similar in size to Local 813 Savings and Thrift Trust Fund? ▼
Among 401(k) plans in other states, the closest by assets is Bluum 401(k) Plan in AZ ($25M, 570 participants).
Which 401(k) plans cover a similar participant headcount to Local 813 Savings and Thrift Trust Fund? ▼
Among 401(k) plans in other states, the closest by covered participants is Ted's Montana Grill, Inc. 401(k) Plan in GA (1,143 participants, $7M 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 800529051.

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.