Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees Local 917 Pension Fund Pension Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
145
Participants Small participant base
78th
Percentile by assets National rank
$191,447
Avg per participant Above avg balance/head
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Official DOL plan name: Local 917 Pension Fund · Sponsored by Board of Trustees Local 917 Pension Fund · New York · Other Services

$28M in assets, 145 participants

Board of Trustees Local 917 Pension Fund's Local 917 Pension Fund reported $28M in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,992 in Other Services (7,857 peers)

Coverage in New York

Local 917 Pension Fund covers 145 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $28M.

#6,992
in Other Services (7,857 peers)
-3.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $917K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 917 Pension Fund's outsized position by total assets

Local 917 Pension Fund vs every filed plan by assets

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

$27,759,885 Top 22% higher than 78% 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

Local 917 Pension Fund among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 917 Pension Fund sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local 917 Pension Fund reported net income fell from $20M in the plan year 2022 filing to -$917K in the plan year 2023 filing.
  • Local 917 Pension Fund reported participants rose from 132 in the plan year 2022 filing to 145 in the plan year 2023 filing.
  • Local 917 Pension Fund end-of-year assets fell from $29M in the plan year 2022 filing to $28M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 136086164 · Board of Trustees Local 917 Pension Fund PY 2023 · Defined Benefit (Pension)

Local 917 Pension Fund · $28M · 145 · 78th

  • PART $28M
  • TYPE 145
  • NET 78th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Physicians Mutual Insurance Company Pension and Benefit Plan
  • BOY ind #6992

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 →

Local 917 Pension Fund in the asset neighbourhood

Employees' Retirement Plan of Gaylord Hospital, Inc.Employees' Retirement Plan o…$28MLocal 917 Pension Fund$28MPhysicians Mutual Insurance Company Pension and Benefit PlanPhysicians Mutual Insurance …$28MEmployees' Retirement Plan of Centrus Energy Corp.Employees' Retirement Plan o…$28MVermont Electric Power Company Pension PlanVermont Electric Power Compa…$28M
End-of-year total assets ($M) among Local 917 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$28M
Net Income-$917K
Employer EIN136086164
Plan Effective Date1961-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Local 917 Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees Local 917 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$28M 3.1477833485090034% vs 2022
2023 filing year
$27.5M$28M$28.5M$29M 20222023 $28.7M $27.8M ▼ -3.1%
Year Plans Participants Total Assets
2022 1 132 $29M
2023 1 145 $28M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 917 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Local 917 Pension Fund, Total assets ($B): 0.027759885 · Participants: 145Local 917 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 917 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 917 Pension Fund side-by-side with 3 peers →

Local 917 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 Physicians Mutual Insurance Company Pension and Benefit Plan in NE ($28M); by covered participants it is Global Defined Benefit Retirement Plan in AK (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Local 917 Pension Fund assets move in 2023? ▼
Local 917 Pension Fund edged down modestly - down 3.1% during 2023, from $29M to $28M. Reported net income was -$917K.
How have Board of Trustees Local 917 Pension Fund plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Board of Trustees Local 917 Pension Fund's sponsor-wide assets declined 3.1%, from $29M to $28M.
Where does Local 917 Pension Fund rank by assets among Form 5500 filers? ▼
Local 917 Pension Fund ranks in the 78th 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 Local 917 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Physicians Mutual Insurance Company Pension and Benefit Plan in NE ($28M, 14 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 917 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Global Defined Benefit Retirement Plan in AK (145 participants, $184M 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 136086164.

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.