Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees Local 805 Pension Plan

Data updated 2026-08-25

$181M
Total assets Near avg plan size
452
Participants Below avg headcount
94th
Percentile by assets National rank
$400,288
Avg per participant High balance/head
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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.

  • #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.

#8,070
in Finance & Insurance (8,869 peers)
+0.8%
assets growth YoY
1.8×
vs typical plan assets (national mean)

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 805 Pension & Retirement Fund's outsized position by total assets

Local 805 Pension & Retirement Fund vs every filed plan by assets

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

$180,930,181 Top 6% higher than 94% 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 805 Pension & Retirement 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. Local 805 Pension & Retirement Fund sits mid-pack in the medium band (452 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 131917612 · Board of Trustees Local 805 PY 2023 · Defined Benefit (Pension)

Local 805 Pension & Retirement Fund · $181M · 452 · 94th

  • 5500 $181M
  • ASSETS 452
  • PCT 94th
  • EIN Defined Benefit (Pension)
  • RANK near Sheet Metal Workers' Local Union No. 9 Pension Pla
  • PHOTO 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 Finance & Insurance retirement plans → · Plans in New York →

Local 805 Pension & Retirement Fund in the asset neighbourhood

Samford University Pension PlanSamford University Pension P…$181MLocal 805 Pension & Retirement FundLocal 805 Pension & Retireme…$181MSheet Metal Workers' Local Union No. 9 Pension PlaSheet Metal Workers' Local U…$181MSanofi Pasteur Inc. Retirement PlanSanofi Pasteur Inc. Retireme…$181MKern County Electrical Workers Pension FundKern County Electrical Worke…$181M
End-of-year total assets ($M) among Local 805 Pension & Retirement 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)$180M
Net Assets (End of Year)$177M
Net Income-$2M
Employer EIN131917612
Plan Effective Date1954-12-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Local 805)

Sponsor-wide plan assets over time

All Board of Trustees Local 805 plans reported in each filing year

Latest sponsor-wide plan assets
$177M 1.3862312699485744% vs 2022
2024 filing year
$176M$178M$180M$182M 202220232024 $180M $177M ▼ -1.4%
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 Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Local 805 Pension & Retirement Fund, Total assets ($B): 0.180930181 · Participants: 452Local 805 Pension & Retirement 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 805 Pension & Retirement Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 805 Pension & Retirement Fund side-by-side with 3 peers →

Local 805 Pension & Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Sheet Metal Workers' Local Union No. 9 Pension Pla in CO ($181M); by covered participants it is Mayo Clinic Methodist Hospital Hourly Employees' Pension Plan in MN (452 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($181M here).

Similar participant headcount

Nearest other-state filings by covered participants (452 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 805 Pension & Retirement Fund assets move in 2023? ▼
Local 805 Pension & Retirement Fund held essentially flat - up 0.8% during 2023, from $180M to $181M. Reported net income was -$2M.
How have Board of Trustees Local 805 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Local 805's sponsor-wide assets declined 1.4%, from $180M to $177M.
Where does Local 805 Pension & Retirement Fund rank by assets among Form 5500 filers? ▼
Local 805 Pension & Retirement Fund ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Local 805 Pension & Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sheet Metal Workers' Local Union No. 9 Pension Pla in CO ($181M, 800 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 805 Pension & Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Mayo Clinic Methodist Hospital Hourly Employees' Pension Plan in MN (452 participants, $43M 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 131917612.

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.