Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees Local 475 Pension Plan Pension Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
333
Participants Below avg headcount
89th
Percentile by assets National rank
$264,733
Avg per participant High balance/head
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Official DOL plan name: Local 475 Pension Plan · Sponsored by Board of Trustees Local 475 Pension Plan · New York · Construction

$88M in assets, 333 participants

Board of Trustees Local 475 Pension Plan's Local 475 Pension Plan reported $88M in total assets and 333 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,943 in Construction (9,039 peers)

Coverage in New York

Local 475 Pension Plan covers 333 participants in New York, about 42% of the average New York filer (state average ~798 per filing). Assets: $88M.

#7,943
in Construction (9,039 peers)
+6.2%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Local 475 Pension Plan's outsized position by total assets

Local 475 Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$88,156,241 Top 11% higher than 89% of 123,620 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 2024

Local 475 Pension Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 475 Pension Plan sits mid-pack in the medium band (333 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local 475 Pension Plan reported participants rose from 305 in the plan year 2023 filing to 333 in the plan year 2024 filing.
  • Local 475 Pension Plan end-of-year assets rose from $83M in the plan year 2023 filing to $88M in the plan year 2024 filing.
  • Local 475 Pension Plan reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 132571151 · Board of Trustees Local 475 Pension Plan PY 2024 · Defined Benefit (Pension)

Local 475 Pension Plan · $88M · 333 · 89th

  • EBSA $88M
  • EBSA 333
  • EBSA 89th
  • EBSA Defined Benefit (Pension)
  • EBSA near UAW Employees' Pension and Severance Plan
  • EBSA ind #7943

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 →

Local 475 Pension Plan in the asset neighbourhood

Day and Zimmermann Ao/Mhg Merged Pension Plan (Formerly Known as Retirement Plan for Bargaining Employees at Iaap)Day and Zimmermann Ao/Mhg Me…$88MIron Workers' Locals No. 15 & 424 Pension PlanIron Workers' Locals No. 15 …$88MUAW Employees' Pension and Severance PlanUAW Employees' Pension and S…$88MLocal 475 Pension Plan$88MB&g Foods Pension Plan$88M
End-of-year total assets ($M) among Local 475 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$83M
Net Assets (End of Year)$88M
Net Income$5M
Employer EIN132571151
Plan Effective Date1966-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Local 475 Pension Plan)

Sponsor-wide plan assets over time

All Board of Trustees Local 475 Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$88M 12.608243957053809% vs 2022
2024 filing year
$75M$80M$85M$90M 202220232024 $78.3M $88.2M ▲ +12.6%
Year Plans Participants Total Assets
2022 1 319 $78M
2023 1 305 $83M
2024 1 333 $88M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 475 Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Local 475 Pension Plan, Total assets ($B): 0.088156241 · Participants: 333Local 475 Pension PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Local 475 Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 475 Pension Plan side-by-side with 3 peers →

Local 475 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is UAW Employees' Pension and Severance Plan in MI ($88M); by covered participants it is Carroll Hospital Center, Inc. Retirement Income Plan in MD (333 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Local 475 Pension Plan assets move in 2024? ▼
Local 475 Pension Plan grew at a solid clip - up 6.2% during 2024, from $83M to $88M. Reported net income was $5M.
How have Board of Trustees Local 475 Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Local 475 Pension Plan's sponsor-wide assets grew 12.6%, from $78M to $88M.
Where does Local 475 Pension Plan rank by assets among Form 5500 filers? ▼
Local 475 Pension Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Local 475 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is UAW Employees' Pension and Severance Plan in MI ($88M, 61 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 475 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Carroll Hospital Center, Inc. Retirement Income Plan in MD (333 participants, $101M in assets).

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 132571151.

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.