Defined Benefit (Pension) · DOL Form 5500 · 2023

Theatrical Teamsters Local 817 Pension Fund Pension Plan

Data updated 2026-08-25

$625M
Total assets Above avg plan size
1,488
Participants Near avg headcount
98th
Percentile by assets National rank
$420,243
Avg per participant High balance/head
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Official DOL plan name: Local 817 Ibt Pension Fund · Sponsored by Theatrical Teamsters Local 817 Pension Fund · New York · Finance & Insurance

$625M in assets, 1,488 participants

Theatrical Teamsters Local 817 Pension Fund's Local 817 Ibt Pension Fund reported $625M in total assets and 1,488 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,536 in Finance & Insurance (8,869 peers)

Where Local 817 Ibt Pension Fund sits by assets

Local 817 Ibt Pension Fund sits in the top 5% of all filed plans by assets, $625M for 1,488 participants (~$420,243/participant), up 10.4% in 2023.

#8,536
in Finance & Insurance (8,869 peers)
+10.4%
assets growth YoY
6.3×
vs typical plan assets (national mean)

Local 817 Ibt Pension Fund's outsized position by total assets

Local 817 Ibt Pension Fund vs every filed plan by assets

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

$625,321,561 Top 2% higher than 98% 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 817 Ibt Pension 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 817 Ibt Pension Fund lands in the large band (1,488 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local 817 Ibt Pension Fund reported net income rose from -$52M in the plan year 2022 filing to $59M in the plan year 2023 filing.
  • Local 817 Ibt Pension Fund end-of-year assets rose from $566M in the plan year 2022 filing to $625M in the plan year 2023 filing.
  • Local 817 Ibt Pension Fund reported participants rose from 1,354 in the plan year 2022 filing to 1,488 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 112610489 · Theatrical Teamsters Local 817 Pension Fund PY 2023 · Defined Benefit (Pension)

Local 817 Ibt Pension Fund · $625M · 1,488 · 98th

  • PCT $625M
  • EIN 1,488
  • RANK 98th
  • PHOTO Defined Benefit (Pension)
  • IND near Pension Plan for Employees of Dartmouth-Hitchcock
  • EOY ind #8536

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 Finance & Insurance retirement plans → · Plans in New York →

Local 817 Ibt Pension Fund in the asset neighbourhood

Ubs Financial Services Inc. Pension PlanUbs Financial Services Inc. …$631MNg Es - Space Division Consolidated Pension PlanNg Es - Space Division Conso…$630MPension Plan for Employees of Dartmouth-HitchcockPension Plan for Employees o…$626MLocal 817 Ibt Pension Fund$625MStandard Retirement Plan - Home Office PersonnelStandard Retirement Plan - H…$624M
End-of-year total assets ($M) among Local 817 Ibt 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)$566M
Net Assets (End of Year)$625M
Net Income$59M
Employer EIN112610489
Plan Effective Date1959-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Theatrical Teamsters Local 817 Pension Fund)

Sponsor-wide plan assets over time

All Theatrical Teamsters Local 817 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$753M 32.917644198510274% vs 2022
2024 filing year
$500M$600M$700M$800M 202220232024 $566M $753M ▲ +32.9%
Year Plans Participants Total Assets
2022 1 1,354 $566M
2023 1 1,488 $625M
2024 1 1,079 $753M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 817 Ibt Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Local 817 Ibt Pension Fund, Total assets ($B): 0.625321561 · Participants: 1488Local 817 Ibt 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 817 Ibt Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 817 Ibt Pension Fund side-by-side with 3 peers →

Local 817 Ibt 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 Pension Plan for Employees of Dartmouth-Hitchcock in NH ($626M); by covered participants it is Park National Corporation Defined Benefit Pension Plan in OH (1,489 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,488 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 817 Ibt Pension Fund assets move in 2023? ▼
Local 817 Ibt Pension Fund grew at a solid clip - up 10.4% during 2023, from $566M to $625M. Reported net income was $59M.
How have Theatrical Teamsters Local 817 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Theatrical Teamsters Local 817 Pension Fund's sponsor-wide assets grew 32.9%, from $566M to $753M.
Where does Local 817 Ibt Pension Fund rank by assets among Form 5500 filers? ▼
Local 817 Ibt Pension Fund ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Local 817 Ibt Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Employees of Dartmouth-Hitchcock in NH ($626M, 1,514 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 817 Ibt Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Park National Corporation Defined Benefit Pension Plan in OH (1,489 participants, $231M 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 112610489.

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.