Defined Benefit (Pension) · DOL Form 5500 · 2023
Metal Trades Branch Local 638 Pension Fund Pension Plan
Data updated 2026-08-25
- $925M
- Total assets Above avg plan size
- 3,267
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $283,227
- Avg per participant High balance/head
Official DOL plan name: Metal Trades Branch Local 638 Pension Fund · Sponsored by Metal Trades Branch Local 638 Pension Fund · New York · Construction
$925M in assets, 3,267 participants
Metal Trades Branch Local 638 Pension Fund's Metal Trades Branch Local 638 Pension Fund reported $925M in total assets and 3,267 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.
- #8,901 in Construction (9,030 peers)
Coverage in New York
Metal Trades Branch Local 638 Pension Fund covers 3,267 participants in New York, 4.1x the typical New York plan (state average ~798 per filing). Assets: $925M.
- #8,901
- in Construction (9,030 peers)
- +9.7%
- assets growth YoY
- 9.3×
- vs typical plan assets (national mean)
Metal Trades Branch Local 638 Pension Fund's outsized position by total assets
Metal Trades Branch Local 638 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$925,302,912 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
Metal Trades Branch Local 638 Pension Fund's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Metal Trades Branch Local 638 Pension Fund lands in the large band (3,267 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Metal Trades Branch Local 638 Pension Fund reported net income rose from $53M in the plan year 2022 filing to $79M in the plan year 2023 filing.
- Metal Trades Branch Local 638 Pension Fund end-of-year assets rose from $843M in the plan year 2022 filing to $925M in the plan year 2023 filing.
- Metal Trades Branch Local 638 Pension Fund reported participants fell from 3,291 in the plan year 2022 filing to 3,267 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 132541630 · Metal Trades Branch Local 638 Pension Fund PY 2023 · Defined Benefit (Pension)
Metal Trades Branch Local 638 Pension Fund · $925M · 3,267 · 98th
- TYPE $925M
- NET 3,267
- BOOK 98th
- VS-ST Defined Benefit (Pension)
- BOY near Duquesne Light Company Defined Benefit Retirement Plan
- SCH ind #8901
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 →
Metal Trades Branch Local 638 Pension Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $843M |
|---|---|
| Net Assets (End of Year) | $920M |
| Net Income | $79M |
| Employer EIN | 132541630 |
| Plan Effective Date | 1965-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Metal Trades Branch Local 638 Pension Fund)
Sponsor-wide plan assets over time
All Metal Trades Branch Local 638 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.0B 21.1507695056823% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,291 | $843M |
| 2023 | 1 | 3,267 | $925M |
| 2024 | 1 | 3,333 | $1.0B |
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
Metal Trades Branch Local 638 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 Duquesne Light Company Defined Benefit Retirement Plan in PA ($925M); by covered participants it is Formosa Plastics Corporation, U.S.a. Pension Plan in NJ (3,275 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($925M here).
- Duquesne Light Company Defined Benefit Retirement Plan (PA) $925M · 336
- Edison Pension Plan (OR) $922M · 4,497
- Iron Workers' Mid-America Pension Plan (IL) $928M · 3,302
- Operating Engineers Local 101 Pension Fund (MO) $930M · 3,077
Similar participant headcount
Nearest other-state filings by covered participants (3,267 participants); asset peers above are excluded.
- Formosa Plastics Corporation, U.S.a. Pension Plan (NJ) 3,275 · 8 off
- Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan (IN) 3,258 · 9 off
- Itw Retirement Accumulation Plan (IL) 3,256 · 11 off
- State Street Retirement Plan (MA) 3,253 · 14 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.