Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees of Local 816 Labor and Management Pension Trust Fund Pension Plan
Data updated 2026-08-25
- $131M
- Total assets Near avg plan size
- 593
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $220,551
- Avg per participant Above avg balance/head
Official DOL plan name: Local 816 Labor & Management Pension Trust Fund · Sponsored by Board of Trustees of Local 816 Labor and Management Pension Trust Fund · New York · Retail Trade
$131M in assets, 593 participants
Board of Trustees of Local 816 Labor and Management Pension Trust Fund's Local 816 Labor & Management Pension Trust Fund reported $131M in total assets and 593 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #8,072 in Retail Trade (8,414 peers)
Where Local 816 Labor & Management Pension Trust Fund sits by assets
Local 816 Labor & Management Pension Trust Fund sits in the top 10% of all filed plans by assets, $131M for 593 participants (~$220,551/participant), up 12.6% in 2023.
- #8,072
- in Retail Trade (8,414 peers)
- +12.6%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Local 816 Labor & Management Pension Trust Fund's outsized position by total assets
Local 816 Labor & Management Pension Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$130,786,612 Top 7% higher than 93% 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
Local 816 Labor & Management Pension Trust 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 816 Labor & Management Pension Trust Fund sits mid-pack in the medium band (593 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Local 816 Labor & Management Pension Trust Fund reported net income rose from -$9M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Local 816 Labor & Management Pension Trust Fund end-of-year assets rose from $116M in the plan year 2022 filing to $131M in the plan year 2023 filing.
- Local 816 Labor & Management Pension Trust Fund reported participants rose from 581 in the plan year 2022 filing to 593 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 131869789 · Board of Trustees of Local 816 Labor and Management Pension Trust Fund PY 2023 · Defined Benefit (Pension)
Local 816 Labor & Management Pension Trust Fund · $131M · 593 · 93rd
- ASSETS $131M
- ASSETS 593
- ASSETS 93rd
- ASSETS Defined Benefit (Pension)
- ASSETS near Dairy Industry - Union Pension Plan for Philadelphia and Vicinity
- ASSETS ind #8072
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 Retail Trade retirement plans → · Plans in New York →
Local 816 Labor & Management Pension Trust Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $116M |
|---|---|
| Net Assets (End of Year) | $130M |
| Net Income | $14M |
| Employer EIN | 131869789 |
| Plan Effective Date | 1958-05-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Local 816 Labor and Management Pension Trust Fund)
Sponsor-wide plan assets over time
All Board of Trustees of Local 816 Labor and Management Pension Trust Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $153M 31.52058566425211% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 581 | $116M |
| 2023 | 1 | 593 | $131M |
| 2024 | 1 | 572 | $153M |
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
Local 816 Labor & Management Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Dairy Industry - Union Pension Plan for Philadelphia and Vicinity in NJ ($131M); by covered participants it is Parker Health Group Inc. Pension Plan in NJ (593 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($131M here).
Similar participant headcount
Nearest other-state filings by covered participants (593 participants); asset peers above are excluded.
- Parker Health Group Inc. Pension Plan (NJ) 593 · 0 off
- Ericsson US Pension Plan (TX) 593 · 0 off
- Flint Hills Resources Pension Plan (KS) 592 · 1 off
- Retirement Plan for Employees of Cullen/Frost Bankers, Inc. & Its Affiliates (TX) 592 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.