Defined Benefit (Pension) · DOL Form 5500 · 2023

Treasury Board of Canada(Dfait-Les Services Bureau) Pension Plan

Data updated 2026-08-25

$134M
Total assets Near avg plan size
345
Participants Below avg headcount
93rd
Percentile by assets National rank
$388,507
Avg per participant High balance/head
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Official DOL plan name: Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan · Sponsored by Treasury Board of Canada(Dfait-Les Services Bureau) · · Other Services

$134M in assets, 345 participants

Treasury Board of Canada(Dfait-Les Services Bureau)'s Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan reported $134M in total assets and 345 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.

  • #7,676 in Other Services (7,857 peers)

Where Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan sits by assets

Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan sits in the top 10% of all filed plans by assets, $134M for 345 participants (~$388,507/participant), up 10.9% in 2023.

#7,676
in Other Services (7,857 peers)
+10.9%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan's outsized position by total assets

Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan vs every filed plan by assets

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

$134,035,056 Top 7% higher than 93% 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

Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan 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. Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan sits mid-pack in the medium band (345 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan reported net income rose from -$5M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan end-of-year assets rose from $121M in the plan year 2022 filing to $134M in the plan year 2023 filing.
  • Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan reported participants rose from 328 in the plan year 2022 filing to 345 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 980177806 · Treasury Board of Canada(Dfait-Les Services Bureau) PY 2023 · Defined Benefit (Pension)

Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan · $134M · 345 · 93rd

  • BOY $134M
  • SCH 345
  • EBSA 93rd
  • PART Defined Benefit (Pension)
  • TYPE near Quincy Mutual Fire Insurance Company Retirement Plan
  • NET ind #7676

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 Other Services retirement plans →

Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan in the asset neighbourhood

Lvmh Affiliates' Retirement Plan, Wines & SpiritsLvmh Affiliates' Retirement …$134MPhh Pension Plan$134MPension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension PlanPension Plan for Employees o…$134MQuincy Mutual Fire Insurance Company Retirement PlanQuincy Mutual Fire Insurance…$134MCement Masons Union Local 592 Pension PlanCement Masons Union Local 59…$134M
End-of-year total assets ($M) among Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$121M
Net Assets (End of Year)$134M
Net Income$15M
Employer EIN980177806
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Treasury Board of Canada(Dfait-Les Services Bureau))

Sponsor-wide plan assets over time

All Treasury Board of Canada(Dfait-Les Services Bureau) plans reported in each filing year

Latest sponsor-wide plan assets
$142M 17.457460163685923% vs 2022
2024 filing year
$110M$120M$130M$140M$150M 202220232024 $121M $142M ▲ +17.5%
Year Plans Participants Total Assets
2022 1 328 $121M
2023 1 345 $134M
2024 1 333 $142M

Nearby Defined Benefit (Pension) Plans in

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

Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan vs. nearby Defined Benefit (Pension) plans in , assets vs. participants Scatter plot of 6 data points. 050010001500 00.511.5 Total assets ($B) Participants Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan, Total assets ($B): 0.134035056 · Participants: 345Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension PlanTransocean U.S. Retirement Plan, Total assets ($B): 1.199221958 · Participants: 992Transocean U.S. Retirement PlanResolute Fp US Pension Plan, Total assets ($B): 0.561931939 · Participants: 276Resolute Fp US Pension PlanRetirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates, Total assets ($B): 0.488864957 · Participants: 982Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and AffiliatesMagna U.S. Consolidated Pension Plan, Total assets ($B): 0.161893826 · Participants: 472Magna U.S. Consolidated Pension PlanDomtar US Hourly Pension Plan, Total assets ($B): 0.149441025 · Participants: 1324Domtar US Hourly Pension Plan
Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan vs. nearby Defined Benefit (Pension) plans in , assets vs. participants

Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside this state, the nearest Defined Benefit (Pension) by assets is Quincy Mutual Fire Insurance Company Retirement Plan in MA ($134M); by covered participants it is Revised Retirement Plan for Eligible Employees of the New York Stock Exchange & Subsidiary Companies in GA (345 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($134M here).

Similar participant headcount

Nearest other-state filings by covered participants (345 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 Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan assets move in 2023? ▼
Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan grew at a solid clip - up 10.9% during 2023, from $121M to $134M. Reported net income was $15M.
How have Treasury Board of Canada(Dfait-Les Services Bureau) plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Treasury Board of Canada(Dfait-Les Services Bureau)'s sponsor-wide assets grew 17.5%, from $121M to $142M.
Where does Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan rank by assets among Form 5500 filers? ▼
Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan ranks in the 93rd 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 Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Quincy Mutual Fire Insurance Company Retirement Plan in MA ($134M, 169 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Employees of the Govt of Canada Locally Engaged in the USA-Qualified Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Revised Retirement Plan for Eligible Employees of the New York Stock Exchange & Subsidiary Companies in GA (345 participants, $765M in assets).