Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees of Liuna Staff and Affiliates Pension Fund Pension Plan
Data updated 2026-07-24
- $1.9B
- Total assets
- 3,559
- Participants
- 99th
- Percentile by assets
- $540,180
- Avg per participant
Official DOL plan name: Liuna Staff and Affiliates Pension Fund · Sponsored by Board of Trustees of Liuna Staff and Affiliates Pension Fund · District of Columbia · Other Services
$1.9B in assets, 3,559 participants
Board of Trustees of Liuna Staff and Affiliates Pension Fund's Liuna Staff and Affiliates Pension Fund reported $1.9B in total assets and 3,559 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 116,472 plans)
Coverage in District of Columbia
Liuna Staff and Affiliates Pension Fund covers 3,559 participants in District of Columbia, 2.3x the typical District of Columbia plan (state average ~1,541 per filing). Assets: $1.9B.
- $1.9B
- total plan assets (2024 EOY)
- 3,559
- covered participants
- 99th
- percentile by assets (of 116,472 plans)
- $540,180
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Liuna Staff and Affiliates Pension Fund reported net income fell from $169M in the plan year 2023 filing to $106M in the plan year 2024 filing.
- Liuna Staff and Affiliates Pension Fund end-of-year assets rose from $1.8B in the plan year 2023 filing to $1.9B in the plan year 2024 filing.
- Liuna Staff and Affiliates Pension Fund reported participants rose from 3,533 in the plan year 2023 filing to 3,559 in the plan year 2024 filing.
Participants vs District of Columbia filers
In District of Columbia, the average filing covers about 1,541 participants across 821 plans. Liuna Staff and Affiliates Pension Fund reports 3,559 participants - 2.3x that state average ($1.9B EOY assets).
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $1.8B |
|---|---|
| Net Assets (End of Year) | $1.9B |
| Net Income | $106M |
| Employer EIN | 520743575 |
| Plan Effective Date | 1962-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Liuna Staff and Affiliates Pension Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,510 | $1.7B |
| 2023 | 1 | 3,533 | $1.8B |
| 2024 | 1 | 3,559 | $1.9B |
Nearby Defined Benefit (Pension) Plans in District of Columbia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Liuna Staff and Affiliates Pension Fund vs. nearby Defined Benefit (Pension) plans in District of Columbia, assets vs. participants
- Central Pension Fund of the Iuoe & Participating Employers $27.4B · 103,525
- Iam National Pension Fund $15.0B · 102,493
- Bricklayers & Trowel Trades International Pension Fund $1.9B · 27,474
- Danaher Corporation & Subsidiaries Pension Plan $1.9B · 2,599
- Teamsters Local 639 - Employers Pension Trust Fund $1.7B · 4,123
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Liuna Staff and Affiliates Pension Fund by total assets, not by location.
- The Kroger Consolidated Retirement Benefit Plan Spin Off (OH) $1.9B · 3,831
- Oncor Retirement Plan (TX) $1.9B · 4,386
- Retirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating Subsidiaries (HI) $1.9B · 2,268
- Cbs Combined Pension Plan (NY) $1.9B · 948
Frequently Asked Questions
How did Liuna Staff and Affiliates Pension Fund assets move in 2024? ▼
How have Board of Trustees of Liuna Staff and Affiliates Pension Fund plan assets changed over time? ▼
Where does Liuna Staff and Affiliates Pension Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Liuna Staff and Affiliates Pension Fund? ▼
Next read for Liuna Staff and Affiliates Pension Fund
Filing takeaways
Ways to act on Liuna Staff and Affiliates Pension Fund's numbers.
- By total assets, Liuna Staff and Affiliates Pension Fund ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in District of Columbia. Compare plans
- Board of Trustees of Liuna Staff and Affiliates Pension Fund's sponsor-wide assets have grown 15.6% since 2022 across 3 plan years on file. More Other Services plans
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 520743575.
Read our methodology - how this data is sourced, computed, and verified.