Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees Local 854 Pension Benefit Fund Ibt Pension Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
N/A
Participants Small participant base
90th
Percentile by assets National rank
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Official DOL plan name: Local 854 Pension Fund · Sponsored by Board of Trustees Local 854 Pension Benefit Fund Ibt · New York · Transportation & Warehousing

$80M in assets, N/A participants

Board of Trustees Local 854 Pension Benefit Fund Ibt's Local 854 Pension Fund reported $80M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #2,936 in Transportation & Warehousing (3,362 peers)

Where Local 854 Pension Fund sits by assets

Local 854 Pension Fund sits in the top 10% of all filed plans by assets, $80M for N/A participants, down 2.3% in 2023.

#2,936
in Transportation & Warehousing (3,362 peers)
-2.3%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 854 Pension Fund's outsized position by total assets

Local 854 Pension Fund vs every filed plan by assets

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

$79,979,299 Top 10% higher than 90% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local 854 Pension Fund reported net income fell from $43M in the plan year 2022 filing to -$5M in the plan year 2023 filing.
  • Local 854 Pension Fund end-of-year assets fell from $82M in the plan year 2022 filing to $80M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 112159181 · Board of Trustees Local 854 Pension Benefit Fund Ibt PY 2023 · Defined Benefit (Pension)

Local 854 Pension Fund · $80M · N/A · 90th

  • SCH $80M
  • SCH N/A
  • SCH 90th
  • SCH Defined Benefit (Pension)
  • SCH near IBEW 648 Pension Plan
  • SCH ind #2936

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 →

Local 854 Pension Fund in the asset neighbourhood

Kth Parts Industries, Inc. Associate Retirement PlanKth Parts Industries, Inc. A…$80MRetirement Plan for Employees of Central Maine Healthcare CorporationRetirement Plan for Employee…$80MNuclear Fuel Services, Inc. Retirement Plan for Salaried EmployeesNuclear Fuel Services, Inc. …$80MLocal 854 Pension Fund$80MIBEW 648 Pension Plan$80M
End-of-year total assets ($M) among Local 854 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$75M
Net Income-$5M
Employer EIN112159181
Plan Effective Date1964-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Local 854 Pension Benefit Fund Ibt)

Sponsor-wide plan assets over time

All Board of Trustees Local 854 Pension Benefit Fund Ibt plans reported in each filing year

Latest sponsor-wide plan assets
$62M 24.181501635581476% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $81.8M $62M ▼ -24.2%
Year Plans Participants Total Assets
2022 1 N/A $82M
2023 1 N/A $80M
2024 1 N/A $62M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 854 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Local 854 Pension Fund, Total assets ($B): 0.079979299 · Participants: 0Local 854 Pension FundIBM 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
Local 854 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 854 Pension Fund side-by-side with 3 peers →

Local 854 Pension Fund's closest out-of-state Defined Benefit (Pension) peers by assets

Outside New York, the nearest Defined Benefit (Pension) by end-of-year assets is IBEW 648 Pension Plan in WV at $80M (this filing: $80M).

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 Local 854 Pension Fund assets move in 2023? ▼
Local 854 Pension Fund edged down modestly - down 2.3% during 2023, from $82M to $80M. Reported net income was -$5M.
How have Board of Trustees Local 854 Pension Benefit Fund Ibt plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Local 854 Pension Benefit Fund Ibt's sponsor-wide assets declined 24.2%, from $82M to $62M.
Where does Local 854 Pension Fund rank by assets among Form 5500 filers? ▼
Local 854 Pension Fund ranks in the 90th 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 Local 854 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is IBEW 648 Pension Plan in WV ($80M, 365 participants).

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 112159181.

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.