Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees Local 805 Pension Plan
Data updated 2026-08-11
- $181M
- Total assets
- 452
- Participants
- 94th
- Percentile by assets
- $400,288
- Avg per participant
Official DOL plan name: Local 805 Pension & Retirement Fund · Sponsored by Board of Trustees Local 805 · New York · Finance & Insurance
$181M in assets, 452 participants
Board of Trustees Local 805's Local 805 Pension & Retirement Fund reported $181M in total assets and 452 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.
- 94th percentile by assets (of 127,072 plans)
- #8,070 in Finance & Insurance (8,869 peers)
Where Local 805 Pension & Retirement Fund sits by assets
Local 805 Pension & Retirement Fund sits in the top 10% of all filed plans by assets, $181M for 452 participants (~$400,288/participant), up 0.8% in 2023.
- $181M
- total plan assets (2023 EOY)
- 452
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $400,288
- avg assets per participant
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.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Local 805 Pension & Retirement Fund reported net income rose from -$21M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
- Local 805 Pension & Retirement Fund reported participants rose from 447 in the plan year 2022 filing to 452 in the plan year 2023 filing.
- Local 805 Pension & Retirement Fund end-of-year assets rose from $180M in the plan year 2022 filing to $181M in the plan year 2023 filing.
Local 805 Pension & Retirement Fund vs the 2023 asset distribution
By assets, Local 805 Pension & Retirement Fund outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $180M |
|---|---|
| Net Assets (End of Year) | $177M |
| Net Income | -$2M |
| Employer EIN | 131917612 |
| Plan Effective Date | 1954-12-20 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Local 805)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 447 | $180M |
| 2023 | 1 | 452 | $181M |
| 2024 | 1 | 453 | $177M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Local 805 Pension & Retirement 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Local 805 Pension & Retirement Fund by total assets, not by location.
- Sheet Metal Workers' Local Union No. 9 Pension Pla (CO) $181M · 800
- Samford University Pension Plan (AL) $181M · 370
- Sanofi Pasteur Inc. Retirement Plan (PA) $181M · 1,297
- Kern County Electrical Workers Pension Fund (CA) $181M · 652
Frequently Asked Questions
How did Local 805 Pension & Retirement Fund assets move in 2023? ▼
How have Board of Trustees Local 805 plan assets changed over time? ▼
Where does Local 805 Pension & Retirement Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Local 805 Pension & Retirement Fund? ▼
Next read for Local 805 Pension & Retirement Fund
Scale reading
Ways to act on Local 805 Pension & Retirement Fund's numbers.
- By total assets, Local 805 Pension & Retirement Fund ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Board of Trustees Local 805's sponsor-wide assets have declined 1.4% since 2022 across 3 plan years on file. More Finance & Insurance plans