Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees Local 235 Pension Fund Pension Plan
Data updated 2026-08-25
- $97M
- Total assets Below avg plan size
- 306
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $316,222
- Avg per participant High balance/head
Official DOL plan name: Laborers Local 235 Pension Fund · Sponsored by Board of Trustees Local 235 Pension Fund · New York · Construction
$97M in assets, 306 participants
Board of Trustees Local 235 Pension Fund's Laborers Local 235 Pension Fund reported $97M in total assets and 306 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #8,070 in Construction (9,030 peers)
Coverage in New York
Laborers Local 235 Pension Fund covers 306 participants in New York, about 38% of the average New York filer (state average ~798 per filing). Assets: $97M.
- #8,070
- in Construction (9,030 peers)
- +9.3%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Laborers Local 235 Pension Fund's outsized position by total assets
Laborers Local 235 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$96,764,010 Top 9% higher than 91% 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
Laborers Local 235 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. Laborers Local 235 Pension Fund sits mid-pack in the medium band (306 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Laborers Local 235 Pension Fund reported net income rose from -$24M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Laborers Local 235 Pension Fund end-of-year assets rose from $88M in the plan year 2022 filing to $97M in the plan year 2023 filing.
- Laborers Local 235 Pension Fund reported participants fell from 323 in the plan year 2022 filing to 306 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 136186984 · Board of Trustees Local 235 Pension Fund PY 2023 · Defined Benefit (Pension)
Laborers Local 235 Pension Fund · $97M · 306 · 91st
- PART $97M
- PART 306
- PART 91st
- PART Defined Benefit (Pension)
- PART near Virtua Pension Equity Plan
- PART ind #8070
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 Construction retirement plans → · Plans in New York →
Laborers Local 235 Pension Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $88M |
|---|---|
| Net Assets (End of Year) | $96M |
| Net Income | $8M |
| Employer EIN | 136186984 |
| Plan Effective Date | 1958-10-08 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Local 235 Pension Fund)
Sponsor-wide plan assets over time
All Board of Trustees Local 235 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $104M 17.297425885077146% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 323 | $88M |
| 2023 | 1 | 306 | $97M |
| 2024 | 1 | 377 | $104M |
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
Laborers Local 235 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 Virtua Pension Equity Plan in NJ ($97M); by covered participants it is Iso New England Inc. Retirement Plan in MA (306 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($97M here).
Similar participant headcount
Nearest other-state filings by covered participants (306 participants); asset peers above are excluded.
- Iso New England Inc. Retirement Plan (MA) 306 · 0 off
- Waterbury Hospital Cash Balance Retirement Plan (CT) 306 · 0 off
- Union Savings Bank Retirement Plan (CT) 306 · 0 off
- Holland & Knight Defined Benefit Pension Plan (FL) 306 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.