Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees Local 413 Pension Trust Fund Pension Plan

Data updated 2026-08-25

$266K
Total assets Small plan by assets: N/A
Participants Small participant base: 13th
Percentile by assets National rank

PlainRetire home → About this data RSS: change history

Official DOL plan name: Local 413 Pension Trust Fund · Sponsored by Board of Trustees Local 413 Pension Trust Fund · New York · Manufacturing

$266K in assets, N/A participants

Board of Trustees Local 413 Pension Trust Fund's Local 413 Pension Trust Fund reported $266K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.

#924 in Manufacturing (18,722 peers)

What the 2023 filing shows

Local 413 Pension Trust Fund holds $266K for N/A participants, among the smaller plans by assets on file.

#924
in Manufacturing (18,722 peers): -4.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 413 Pension Trust Fund among the smaller filed plans by assets

Local 413 Pension Trust Fund vs every filed plan by assets

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

$265,856 13th percentile higher than 13% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Local 413 Pension Trust Fund reported net income fell from -$2M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
Local 413 Pension Trust Fund end-of-year assets fell from $277K in the plan year 2022 filing to $266K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 136621330 · Board of Trustees Local 413 Pension Trust Fund PY 2023 · Defined Benefit (Pension)

Local 413 Pension Trust Fund · $266K · N/A · 13th

NET $266K
NET N/A
NET 13th
NET Defined Benefit (Pension)
NET near Paul Mueller Company Contract Employees Retirement Plan
NET ind #924

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 Manufacturing retirement plans → · Plans in New York →

End-of-year total assets ($M) among Local 413 Pension Trust Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$277K
Net Assets (End of Year)	-$12M
Net Income	-$2M
Employer EIN	136621330
Plan Effective Date	1961-08-28
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees Local 413 Pension Trust Fund)

Latest sponsor-wide plan assets: $258K 6.8019765501397895% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$277K
2023	1	N/A	$266K
2024	1	N/A	$258K

Nearby Defined Benefit (Pension) Plans in New York

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

Local 413 Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

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

Compare Local 413 Pension Trust Fund side-by-side with 3 peers →

Local 413 Pension Trust Fund's closest out-of-state Defined Benefit (Pension) peers by assets

Outside New York, the nearest Defined Benefit (Pension) by end-of-year assets is Paul Mueller Company Contract Employees Retirement Plan in MO at $265K (this filing: $266K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($266K here).

Paul Mueller Company Contract Employees Retirement Plan (MO) $265K · 87
California Wealth Advisors Cash Balance Pension Plan (CA) $262K · 3
Law Offices of David B. Gardner Defined Benefit Pension Plan (CA) $261K · 3
Retirement Plan for Employees of the Ridgewood Country Club (NJ) $273K · 1

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 413 Pension Trust Fund assets move in 2023? ▼

Local 413 Pension Trust Fund edged down modestly - down 4.0% during 2023, from $277K to $266K. Reported net income was -$2M.

How have Board of Trustees Local 413 Pension Trust Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees Local 413 Pension Trust Fund's sponsor-wide assets declined 6.8%, from $277K to $258K.

Where does Local 413 Pension Trust Fund rank by assets among Form 5500 filers? ▼

Local 413 Pension Trust Fund ranks in the 13th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which Defined Benefit (Pension) plans are similar in size to Local 413 Pension Trust Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Paul Mueller Company Contract Employees Retirement Plan in MO ($265K, 87 participants).

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 136621330.