Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees of the Road Carriers Local 707 Pension Fund Pension Plan
Data updated 2026-08-25
- $689M
- Total assets Above avg plan size
- 686
- Participants Below avg headcount
- 98th
- Percentile by assets National rank
- $1.0M
- Avg per participant High balance/head
Official DOL plan name: Road Carriers Local 707 Pension Fund · Sponsored by Board of Trustees of the Road Carriers Local 707 Pension Fund · New York · Transportation & Warehousing
$689M in assets, 686 participants
Board of Trustees of the Road Carriers Local 707 Pension Fund's Road Carriers Local 707 Pension Fund reported $689M in total assets and 686 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #3,257 in Transportation & Warehousing (3,362 peers)
Where Road Carriers Local 707 Pension Fund sits by assets
Road Carriers Local 707 Pension Fund sits in the top 5% of all filed plans by assets, $689M for 686 participants (~$1.0M/participant), up 1.3% in 2023.
- #3,257
- in Transportation & Warehousing (3,362 peers)
- +1.3%
- assets growth YoY
- 6.9×
- vs typical plan assets (national mean)
Road Carriers Local 707 Pension Fund's outsized position by total assets
Road Carriers Local 707 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$689,449,827 Top 2% higher than 98% 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
Road Carriers Local 707 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. Road Carriers Local 707 Pension Fund sits mid-pack in the medium band (686 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Road Carriers Local 707 Pension Fund reported net income fell from $676M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Road Carriers Local 707 Pension Fund end-of-year assets rose from $680M in the plan year 2022 filing to $689M in the plan year 2023 filing.
- Road Carriers Local 707 Pension Fund reported participants fell from 694 in the plan year 2022 filing to 686 in the plan year 2023 filing.
DOL schedule card
Filing strip 516106510 · Board of Trustees of the Road Carriers Local 707 Pension Fund PY 2023 · Defined Benefit (Pension)
Road Carriers Local 707 Pension Fund · $689M · 686 · 98th
- TYPE $689M
- TYPE 686
- TYPE 98th
- TYPE Defined Benefit (Pension)
- TYPE near Beth Israel Lahey Health Defined Benefit Plan I
- TYPE ind #3257
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 Transportation & Warehousing retirement plans → · Plans in New York →
Road Carriers Local 707 Pension Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $680M |
|---|---|
| Net Assets (End of Year) | $687M |
| Net Income | $7M |
| Employer EIN | 516106510 |
| Plan Effective Date | 1950-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Road Carriers Local 707 Pension Fund)
Sponsor-wide plan assets over time
All Board of Trustees of the Road Carriers Local 707 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $664M 2.477476886274665% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 694 | $680M |
| 2023 | 1 | 686 | $689M |
| 2024 | 1 | 520 | $664M |
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
Road Carriers Local 707 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 Beth Israel Lahey Health Defined Benefit Plan I in MA ($688M); by covered participants it is Valley National Bank Pension Plan in NJ (687 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($689M here).
- Beth Israel Lahey Health Defined Benefit Plan I (MA) $688M · 5,470
- International Union of Operating Engineers Local Union No. 478, a-C-D-E Pension Plan (CT) $694M · 2,316
- Johns Hopkins University Support Staff Pension Plan (MD) $685M · 2,815
- Retirement Plan for Employees of Babcock & Wilcox Commercial Operations (OH) $683M · 328
Similar participant headcount
Nearest other-state filings by covered participants (686 participants); asset peers above are excluded.
- Valley National Bank Pension Plan (NJ) 687 · 1 off
- Altec Industries, Inc. Associates' Pension Plan (AL) 687 · 1 off
- Cleveland-Cliffs Hibbing Management Pension Plan (IL) 687 · 1 off
- Cit Group, Inc. Retirement Plan (NC) 685 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.