Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees Staff Retirement Plan Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
4
Participants Small participant base
43rd
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Staff Retirement Plan of Local 475 · Sponsored by Board of Trustees Staff Retirement Plan · New York · Construction

$5M in assets, 4 participants

Board of Trustees Staff Retirement Plan's Staff Retirement Plan of Local 475 reported $5M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #3,702 in Construction (9,030 peers)

Board of Trustees Staff Retirement Plan multi-year trail

Board of Trustees Staff Retirement Plan's plans moved +26.3% in assets from 2022 to 2024; this filing shows Staff Retirement Plan of Local 475 at $5M / 4 participants.

#3,702
in Construction (9,030 peers)
+12.7%
assets growth YoY

Staff Retirement Plan of Local 475's mid-pack asset rank among Construction and all filers

Staff Retirement Plan of Local 475 vs every filed plan by assets

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

$4,703,179 43rd percentile higher than 43% 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

Staff Retirement Plan of Local 475 among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Staff Retirement Plan of Local 475 is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Staff Retirement Plan of Local 475 reported net income rose from -$1M in the plan year 2022 filing to $530K in the plan year 2023 filing.
  • Staff Retirement Plan of Local 475 end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 132996854 · Board of Trustees Staff Retirement Plan PY 2023 · Defined Benefit (Pension)

Staff Retirement Plan of Local 475 · $5M · 4 · 43rd

  • IND $5M
  • EOY 4
  • 5500 43rd
  • ASSETS Defined Benefit (Pension)
  • PCT near Oak Grove Family Dentistry Cash Balance Plan
  • EIN ind #3702

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 →

Staff Retirement Plan of Local 475 in the asset neighbourhood

Aza Cash Balance Plan$5MNational Nonwovens Inc. Retirement Plan for Salaried EmployeesNational Nonwovens Inc. Reti…$5MStaff Retirement Plan of Local 475Staff Retirement Plan of Loc…$5MOak Grove Family Dentistry Cash Balance PlanOak Grove Family Dentistry C…$5MTrace International Holdings, Inc. Retirement Plan for Salaried EmployeesTrace International Holdings…$5M
End-of-year total assets ($M) among Staff Retirement Plan of Local 475 and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Board of Trustees Staff Retirement Plan multi-year asset trail

Sponsor-wide plan assets over time

All Board of Trustees Staff Retirement Plan plans reported in each filing year

Latest sponsor-wide plan assets
$5M 26.252834702146288% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.17M $5.27M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 4 $4M
2023 1 4 $5M
2024 1 4 $5M

Board of Trustees Staff Retirement Plan filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$530K
Employer EIN132996854
Plan Effective Date1979-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Staff Retirement Plan of Local 475 vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Staff Retirement Plan of Local 475, Total assets ($B): 0.004703179 · Participants: 4Staff Retirement Plan of Local 475IBM 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
Staff Retirement Plan of Local 475 vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Staff Retirement Plan of Local 475 side-by-side with 3 peers →

Staff Retirement Plan of Local 475's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Oak Grove Family Dentistry Cash Balance Plan in MS ($5M); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Staff Retirement Plan of Local 475 assets move in 2023? ▼
Staff Retirement Plan of Local 475 grew at a solid clip - up 12.7% during 2023, from $4M to $5M. Reported net income was $530K.
How have Board of Trustees Staff Retirement Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Staff Retirement Plan's sponsor-wide assets grew 26.3%, from $4M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Staff Retirement Plan of Local 475? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Oak Grove Family Dentistry Cash Balance Plan in MS ($5M, 17 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Staff Retirement Plan of Local 475? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ship Wheel Retirement Fund and Trust in MA (4 participants, N/A 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 132996854.

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.