Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees of Pension Fund Private Sanitation Union Local 813 I Pension Plan
Data updated 2026-08-25
- $169M
- Total assets Near avg plan size
- 555
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $303,925
- Avg per participant High balance/head
Official DOL plan name: Pension Plan Private Sanitation Union Local 813 Ibt · Sponsored by Board of Trustees of Pension Fund Private Sanitation Union Local 813 I · New York · Administrative & Support Services
$169M in assets, 555 participants
Board of Trustees of Pension Fund Private Sanitation Union Local 813 I's Pension Plan Private Sanitation Union Local 813 Ibt reported $169M in total assets and 555 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #4,245 in Administrative & Support Services (4,372 peers)
Where Pension Plan Private Sanitation Union Local 813 Ibt sits by assets
Pension Plan Private Sanitation Union Local 813 Ibt sits in the top 10% of all filed plans by assets, $169M for 555 participants (~$303,925/participant), up 2.8% in 2023.
- #4,245
- in Administrative & Support Services (4,372 peers)
- +2.8%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Pension Plan Private Sanitation Union Local 813 Ibt's outsized position by total assets
Pension Plan Private Sanitation Union Local 813 Ibt vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$168,678,613 Top 6% higher than 94% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Pension Plan Private Sanitation Union Local 813 Ibt 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. Pension Plan Private Sanitation Union Local 813 Ibt sits mid-pack in the medium band (555 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pension Plan Private Sanitation Union Local 813 Ibt reported net income rose from -$39M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Pension Plan Private Sanitation Union Local 813 Ibt reported participants fell from 620 in the plan year 2022 filing to 555 in the plan year 2023 filing.
- Pension Plan Private Sanitation Union Local 813 Ibt end-of-year assets rose from $164M in the plan year 2022 filing to $169M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 131975659 · Board of Trustees of Pension Fund Private Sanitation Union Local 813 I PY 2023 · Defined Benefit (Pension)
Pension Plan Private Sanitation Union Local 813 Ibt · $169M · 555 · 94th
- EOY $169M
- 5500 555
- ASSETS 94th
- PCT Defined Benefit (Pension)
- EIN near Troutman Pepper Cash Balance Plan
- RANK ind #4245
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 →
Pension Plan Private Sanitation Union Local 813 Ibt in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $164M |
|---|---|
| Net Assets (End of Year) | $169M |
| Net Income | $5M |
| Employer EIN | 131975659 |
| Plan Effective Date | 1954-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Pension Fund Private Sanitation Union Local 813 I)
Sponsor-wide plan assets over time
All Board of Trustees of Pension Fund Private Sanitation Union Local 813 I plans reported in each filing year
- Latest sponsor-wide plan assets
- $279M 69.8521043405879% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 620 | $164M |
| 2023 | 1 | 555 | $169M |
| 2024 | 1 | 519 | $279M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
Pension Plan Private Sanitation Union Local 813 Ibt's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Troutman Pepper Cash Balance Plan in GA ($169M); by covered participants it is Knights of Columbus Retirement Plan for Non-Bargaining Unit Employees in CT (555 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($169M here).
- Troutman Pepper Cash Balance Plan (GA) $169M · 472
- Kone Inc. Employees' Retirement Plan (IL) $168M · 1,693
- Shore Medical Center Pension Plan (NJ) $169M · 288
- American Federation of Government Employees Pension Plan (DC) $169M · 258
Similar participant headcount
Nearest other-state filings by covered participants (555 participants); asset peers above are excluded.
- Knights of Columbus Retirement Plan for Non-Bargaining Unit Employees (CT) 555 · 0 off
- Landmark Credit Union Defined Benefit Plan and Trust (WI) 555 · 0 off
- Tufts Medical Center, Inc. Retirement Program - Defined Benefit Plan (MA) 555 · 0 off
- Sappi North America, Inc. Central Mills Employees' Retirement Plan (MA) 556 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.