Defined Benefit (Pension) · DOL Form 5500 · 2023

Local 1109 Pension Fund Pension Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
29
Participants Small participant base
79th
Percentile by assets National rank
$995,802
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Communications Workers Local 1109 Pension Fund · Sponsored by Local 1109 Pension Fund · New York · Other Services

$29M in assets, 29 participants

Local 1109 Pension Fund's Communications Workers Local 1109 Pension Fund reported $29M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,013 in Other Services (7,857 peers)

Where Communications Workers Local 1109 Pension Fund sits by assets

Communications Workers Local 1109 Pension Fund sits in the top quartile of all filed plans by assets, $29M for 29 participants (~$995,802/participant), up 3.5% in 2023.

#7,013
in Other Services (7,857 peers)
+3.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Communications Workers Local 1109 Pension Fund's outsized position by total assets

Communications Workers Local 1109 Pension Fund vs every filed plan by assets

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

$28,878,264 Top 21% higher than 79% 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

Communications Workers Local 1109 Pension Fund among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Communications Workers Local 1109 Pension Fund is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Communications Workers Local 1109 Pension Fund reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Communications Workers Local 1109 Pension Fund reported participants fell from 35 in the plan year 2022 filing to 29 in the plan year 2023 filing.
  • Communications Workers Local 1109 Pension Fund end-of-year assets rose from $28M in the plan year 2022 filing to $29M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 226298155 · Local 1109 Pension Fund PY 2023 · Defined Benefit (Pension)

Communications Workers Local 1109 Pension Fund · $29M · 29 · 79th

  • BOY $29M
  • SCH 29
  • EBSA 79th
  • PART Defined Benefit (Pension)
  • TYPE near The Restated Noncontributory Retirement Plan for Cooperatives
  • NET ind #7013

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 → · Plans in New York →

Communications Workers Local 1109 Pension Fund in the asset neighbourhood

Columbus Regional Healthcare System Employees' Pension PlanColumbus Regional Healthcare…$29MRetirement Plan for Employees of Unisea, Inc.Retirement Plan for Employee…$29MCommunications Workers Local 1109 Pension FundCommunications Workers Local…$29MThe Restated Noncontributory Retirement Plan for CooperativesThe Restated Noncontributory…$29MNmc Retirement Plan$29M
End-of-year total assets ($M) among Communications Workers Local 1109 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)$28M
Net Assets (End of Year)$29M
Net Income$1M
Employer EIN226298155
Plan Effective Date1976-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Local 1109 Pension Fund)

Sponsor-wide plan assets over time

All Local 1109 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$27M 2.2154354611270426% vs 2022
2024 filing year
$27M$27.5M$28M$28.5M$29M$29.5M 202220232024 $27.9M $27.3M ▼ -2.2%
Year Plans Participants Total Assets
2022 1 35 $28M
2023 1 29 $29M
2024 1 24 $27M

Nearby Defined Benefit (Pension) Plans in New York

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

Communications Workers Local 1109 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Communications Workers Local 1109 Pension Fund, Total assets ($B): 0.028878264 · Participants: 29Communications Workers Local 1109 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
Communications Workers Local 1109 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Communications Workers Local 1109 Pension Fund side-by-side with 3 peers →

Communications Workers Local 1109 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 The Restated Noncontributory Retirement Plan for Cooperatives in IA ($29M); by covered participants it is The York Water Company Pension Plan for General and Administrative Employees in PA (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Communications Workers Local 1109 Pension Fund assets move in 2023? ▼
Communications Workers Local 1109 Pension Fund edged up modestly - up 3.5% during 2023, from $28M to $29M. Reported net income was $1M.
How have Local 1109 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Local 1109 Pension Fund's sponsor-wide assets declined 2.2%, from $28M to $27M.
Where does Communications Workers Local 1109 Pension Fund rank by assets among Form 5500 filers? ▼
Communications Workers Local 1109 Pension Fund ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Communications Workers Local 1109 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Restated Noncontributory Retirement Plan for Cooperatives in IA ($29M, 233 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Communications Workers Local 1109 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The York Water Company Pension Plan for General and Administrative Employees in PA (29 participants, $44M 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 226298155.

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.