Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of Local 1034 Pension Fund Pension Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
116
Participants Small participant base
88th
Percentile by assets National rank
$547,937
Avg per participant High balance/head
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Official DOL plan name: Local 1034 Pension Fund · Sponsored by Board of Trustees of Local 1034 Pension Fund · New York · Other Services

$64M in assets, 116 participants

Board of Trustees of Local 1034 Pension Fund's Local 1034 Pension Fund reported $64M in total assets and 116 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,460 in Other Services (7,857 peers)

Coverage in New York

Local 1034 Pension Fund covers 116 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $64M.

#7,460
in Other Services (7,857 peers)
-0.0%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $37K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 1034 Pension Fund's outsized position by total assets

Local 1034 Pension Fund vs every filed plan by assets

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

$63,560,703 Top 12% higher than 88% 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 1034 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. Local 1034 Pension Fund sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local 1034 Pension Fund reported net income rose from -$21M in the plan year 2022 filing to -$37K in the plan year 2023 filing.
  • Local 1034 Pension Fund reported participants rose from 88 in the plan year 2022 filing to 116 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 136594795 · Board of Trustees of Local 1034 Pension Fund PY 2023 · Defined Benefit (Pension)

Local 1034 Pension Fund · $64M · 116 · 88th

  • BOOK $64M
  • VS-ST 116
  • BOY 88th
  • SCH Defined Benefit (Pension)
  • EBSA near Legal & General America, Inc. Cash Balance Plan
  • PART ind #7460

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 Other Services retirement plans → · Plans in New York →

Local 1034 Pension Fund in the asset neighbourhood

Altec Industries, Inc. Associates' Pension PlanAltec Industries, Inc. Assoc…$64MIts, Inc. Pension Plan$64MNidec Minster Corporation Consolidated Pension TrustNidec Minster Corporation Co…$64MLocal 1034 Pension Fund$64MLegal & General America, Inc. Cash Balance PlanLegal & General America, Inc…$64M
End-of-year total assets ($M) among Local 1034 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$63M
Net Income-$37K
Employer EIN136594795
Plan Effective Date1965-10-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Local 1034 Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Local 1034 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$113M 77.67944959750362% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $63.6M $113M ▲ +77.7%
Year Plans Participants Total Assets
2022 1 88 $64M
2023 1 116 $64M
2024 1 103 $113M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 1034 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Local 1034 Pension Fund, Total assets ($B): 0.063560703 · Participants: 116Local 1034 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 1034 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 1034 Pension Fund side-by-side with 3 peers →

Local 1034 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 Legal & General America, Inc. Cash Balance Plan in MD ($64M); by covered participants it is Complete Care Community Health Center, Inc. Pension Plan in CA (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 1034 Pension Fund assets move in 2023? ▼
Local 1034 Pension Fund held essentially flat - down 0.0% during 2023, from $64M to $64M. Reported net income was -$37K.
How have Board of Trustees of Local 1034 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Local 1034 Pension Fund's sponsor-wide assets grew 77.7%, from $64M to $113M.
Where does Local 1034 Pension Fund rank by assets among Form 5500 filers? ▼
Local 1034 Pension Fund ranks in the 88th 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 1034 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Legal & General America, Inc. Cash Balance Plan in MD ($64M, 802 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 1034 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Complete Care Community Health Center, Inc. Pension Plan in CA (116 participants, $3M 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 136594795.

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.