Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of Local 522 Pension Fund Pension Plan

Data updated 2026-08-25

$108M
Total assets Near avg plan size
846
Participants Near avg headcount
92nd
Percentile by assets National rank
$128,128
Avg per participant Near avg balance/head
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Official DOL plan name: Local 522 Pension Fund · Sponsored by Board of Trustees of Local 522 Pension Fund · New York · Wholesale Trade

$108M in assets, 846 participants

Board of Trustees of Local 522 Pension Fund's Local 522 Pension Fund reported $108M in total assets and 846 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #5,892 in Wholesale Trade (6,309 peers)

Where Local 522 Pension Fund sits by assets

Local 522 Pension Fund sits in the top 10% of all filed plans by assets, $108M for 846 participants (~$128,128/participant), up 8.0% in 2023.

#5,892
in Wholesale Trade (6,309 peers)
+8.0%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Local 522 Pension Fund's outsized position by total assets

Local 522 Pension Fund vs every filed plan by assets

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

$108,396,178 Top 8% higher than 92% 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 522 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. Local 522 Pension Fund sits mid-pack in the medium band (846 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local 522 Pension Fund reported net income rose from -$13M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Local 522 Pension Fund end-of-year assets rose from $100M in the plan year 2022 filing to $108M in the plan year 2023 filing.
  • Local 522 Pension Fund reported participants fell from 857 in the plan year 2022 filing to 846 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 116171611 · Board of Trustees of Local 522 Pension Fund PY 2023 · Defined Benefit (Pension)

Local 522 Pension Fund · $108M · 846 · 92nd

  • PHOTO $108M
  • IND 846
  • EOY 92nd
  • 5500 Defined Benefit (Pension)
  • ASSETS near Plumbers and Pipefitters Local No. 104 Pension Plan
  • PCT ind #5892

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 Wholesale Trade retirement plans → · Plans in New York →

Local 522 Pension Fund in the asset neighbourhood

Arizona Sheet Metal Pension Trust FundArizona Sheet Metal Pension …$109MI.L.a. Prssa Pension Plan$109MPlumbers and Pipefitters Local No. 104 Pension PlanPlumbers and Pipefitters Loc…$108MLocal 522 Pension Fund$108MAtlanta Postal Credit Union Cash Balance Defined Benefit Plan and TrustAtlanta Postal Credit Union …$108M
End-of-year total assets ($M) among Local 522 Pension 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)$100M
Net Assets (End of Year)$108M
Net Income$8M
Employer EIN116171611
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Local 522 Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Local 522 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$123M 22.537871788373245% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $100M $123M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 857 $100M
2023 1 846 $108M
2024 1 844 $123M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 522 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Local 522 Pension Fund, Total assets ($B): 0.108396178 · Participants: 846Local 522 Pension 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 522 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 522 Pension Fund side-by-side with 3 peers →

Local 522 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 Plumbers and Pipefitters Local No. 104 Pension Plan in MA ($108M); by covered participants it is I.B.E.W. Local 1579 Pension Plan in FL (846 participants). Same-state nearby plans are listed separately above.

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 522 Pension Fund assets move in 2023? ▼
Local 522 Pension Fund grew at a solid clip - up 8.0% during 2023, from $100M to $108M. Reported net income was $8M.
How have Board of Trustees of Local 522 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Local 522 Pension Fund's sponsor-wide assets grew 22.5%, from $100M to $123M.
Where does Local 522 Pension Fund rank by assets among Form 5500 filers? ▼
Local 522 Pension Fund ranks in the 92nd 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 522 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Plumbers and Pipefitters Local No. 104 Pension Plan in MA ($108M, 298 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 522 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is I.B.E.W. Local 1579 Pension Plan in FL (846 participants, $217M 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 116171611.

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.