Defined Benefit (Pension) · DOL Form 5500 · 2023

United Association Local 7 Pension Plan Pension Plan

Data updated 2026-08-25

$257M
Total assets Near avg plan size
867
Participants Near avg headcount
96th
Percentile by assets National rank
$296,030
Avg per participant High balance/head
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Official DOL plan name: United Association Local 7 Pension Plan · Sponsored by United Association Local 7 Pension Plan · New York · Construction

$257M in assets, 867 participants

United Association Local 7 Pension Plan's United Association Local 7 Pension Plan reported $257M in total assets and 867 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,561 in Construction (9,030 peers)

Where United Association Local 7 Pension Plan sits by assets

United Association Local 7 Pension Plan sits in the top 5% of all filed plans by assets, $257M for 867 participants (~$296,030/participant), up 13.6% in 2023.

#8,561
in Construction (9,030 peers)
+13.6%
assets growth YoY
2.6×
vs typical plan assets (national mean)

United Association Local 7 Pension Plan's outsized position by total assets

United Association Local 7 Pension Plan vs every filed plan by assets

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

$256,658,032 Top 4% higher than 96% 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

United Association Local 7 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. United Association Local 7 Pension Plan sits mid-pack in the medium band (867 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United Association Local 7 Pension Plan reported net income rose from -$5M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • United Association Local 7 Pension Plan end-of-year assets rose from $226M in the plan year 2022 filing to $257M in the plan year 2023 filing.
  • United Association Local 7 Pension Plan reported participants rose from 835 in the plan year 2022 filing to 867 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 912055384 · United Association Local 7 Pension Plan PY 2023 · Defined Benefit (Pension)

United Association Local 7 Pension Plan · $257M · 867 · 96th

  • EIN $257M
  • EIN 867
  • EIN 96th
  • EIN Defined Benefit (Pension)
  • EIN near Valley National Bank Pension Plan
  • EIN ind #8561

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 Construction retirement plans → · Plans in New York →

United Association Local 7 Pension Plan in the asset neighbourhood

Plumbers Local No 98 Defined Benefit Pension FundPlumbers Local No 98 Defined…$258MUnited Association Local 7 Pension PlanUnited Association Local 7 P…$257MValley National Bank Pension PlanValley National Bank Pension…$256MCentral Bancompany Retirement PlanCentral Bancompany Retiremen…$256MBenjamin Moore & Co. Retirement Income PlanBenjamin Moore & Co. Retirem…$256M
End-of-year total assets ($M) among United Association Local 7 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)$226M
Net Assets (End of Year)$257M
Net Income$31M
Employer EIN912055384
Plan Effective Date1954-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Association Local 7 Pension Plan)

Sponsor-wide plan assets over time

All United Association Local 7 Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$281M 24.413054707612993% vs 2022
2024 filing year
$220M$240M$260M$280M$300M 202220232024 $226M $281M ▲ +24.4%
Year Plans Participants Total Assets
2022 1 835 $226M
2023 1 867 $257M
2024 1 853 $281M

Nearby Defined Benefit (Pension) Plans in New York

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

United Association Local 7 Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants United Association Local 7 Pension Plan, Total assets ($B): 0.256658032 · Participants: 867United Association Local 7 Pension PlanIBM 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
United Association Local 7 Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare United Association Local 7 Pension Plan side-by-side with 3 peers →

United Association Local 7 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Valley National Bank Pension Plan in NJ ($256M); by covered participants it is Mondelez Global LLC Hourly Retirement Plan in IL (866 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($257M here).

Similar participant headcount

Nearest other-state filings by covered participants (867 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 United Association Local 7 Pension Plan assets move in 2023? ▼
United Association Local 7 Pension Plan grew at a solid clip - up 13.6% during 2023, from $226M to $257M. Reported net income was $31M.
How have United Association Local 7 Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Association Local 7 Pension Plan's sponsor-wide assets grew 24.4%, from $226M to $281M.
Where does United Association Local 7 Pension Plan rank by assets among Form 5500 filers? ▼
United Association Local 7 Pension Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to United Association Local 7 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Valley National Bank Pension Plan in NJ ($256M, 687 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to United Association Local 7 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Mondelez Global LLC Hourly Retirement Plan in IL (866 participants, $296M 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 912055384.

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.