Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees of Liuna Staff and Affiliates Pension Fund Pension Plan
Data updated 2026-08-25
- $1.9B
- Total assets Very large vs avg
- 3,559
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $540,180
- Avg per participant High balance/head
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.
- #7,712 in Other Services (7,719 peers)
Coverage in District of Columbia
Liuna Staff and Affiliates Pension Fund covers 3,559 participants in District of Columbia, 2.4x the typical District of Columbia plan (state average ~1,456 per filing). Assets: $1.9B.
- #7,712
- in Other Services (7,719 peers)
- +5.9%
- assets growth YoY
- 19×
- vs typical plan assets (national mean)
Liuna Staff and Affiliates Pension Fund's outsized position by total assets
Liuna Staff and Affiliates Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,922,502,172 Top 1% higher than 99% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Liuna Staff and Affiliates Pension Fund's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Liuna Staff and Affiliates Pension Fund lands in the large band (3,559 participants).
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.
Published 5500 schedule card
Filing strip 520743575 · Board of Trustees of Liuna Staff and Affiliates Pension Fund PY 2024 · Defined Benefit (Pension)
Liuna Staff and Affiliates Pension Fund · $1.9B · 3,559 · 99th
- PART $1.9B
- PART 3,559
- PART 99th
- PART Defined Benefit (Pension)
- PART near The Kroger Consolidated Retirement Benefit Plan Spin Off
- PART ind #7712
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 District of Columbia →
Liuna Staff and Affiliates Pension Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees of Liuna Staff and Affiliates Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.9B 15.566485874540195% vs 2022
- 2024 filing year
| 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.
- Central Pension Fund of the Iuoe & Participating Employers $27.4B · 103,525
- Iam National Pension Fund $15.0B · 102,493
- United Mine Workers of America 1974 Pension Plan $3.8B · 58
- Bricklayers & Trowel Trades International Pension Fund $1.9B · 27,474
- Danaher Corporation & Subsidiaries Pension Plan $1.9B · 2,599
Liuna Staff and Affiliates Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside District of Columbia, the nearest Defined Benefit (Pension) by assets is The Kroger Consolidated Retirement Benefit Plan Spin Off in OH ($1.9B); by covered participants it is Building Service Pension Plan in WA (3,541 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.9B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,559 participants); asset peers above are excluded.
- Building Service Pension Plan (WA) 3,541 · 18 off
- Arconic Corp. Pension Plan B (PA) 3,592 · 33 off
- Teco Energy Group Retirement Plan (FL) 3,519 · 40 off
- Constellation Employee Pension Plan (PA) 3,518 · 41 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.