Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of Pension Fund of Local 227 Pension Plan

Data updated 2026-08-25

$95M
Total assets Below avg plan size
4,530
Participants Above avg headcount
91st
Percentile by assets National rank
$21,074
Avg per participant Low balance/head
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Official DOL plan name: Pension Fund of Local 227 · Sponsored by Board of Trustees of Pension Fund of Local 227 · Florida · Wholesale Trade

$95M in assets, 4,530 participants

Board of Trustees of Pension Fund of Local 227's Pension Fund of Local 227 reported $95M in total assets and 4,530 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #5,838 in Wholesale Trade (6,309 peers)

Coverage in Florida

Pension Fund of Local 227 covers 4,530 participants in Florida, 7.2x the typical Florida plan (state average ~628 per filing). Assets: $95M.

#5,838
in Wholesale Trade (6,309 peers)
+11.8%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Pension Fund of Local 227's outsized position by total assets

Pension Fund of Local 227 vs every filed plan by assets

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

$95,466,224 Top 9% higher than 91% 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

Pension Fund of Local 227's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Fund of Local 227 lands in the large band (4,530 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Fund of Local 227 reported net income rose from -$1M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Pension Fund of Local 227 end-of-year assets rose from $85M in the plan year 2022 filing to $95M in the plan year 2023 filing.
  • Pension Fund of Local 227 reported participants rose from 4,383 in the plan year 2022 filing to 4,530 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 616054018 · Board of Trustees of Pension Fund of Local 227 PY 2023 · Defined Benefit (Pension)

Pension Fund of Local 227 · $95M · 4,530 · 91st

  • PCT $95M
  • PCT 4,530
  • PCT 91st
  • PCT Defined Benefit (Pension)
  • PCT near Virginia International Terminals LLC Pension Plan
  • PCT ind #5838

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 Wholesale Trade retirement plans → · Plans in Florida →

Pension Fund of Local 227 in the asset neighbourhood

Guideone Insurance Company Pension PlanGuideone Insurance Company P…$96MTeamsters Employers Local 945 Pension FundTeamsters Employers Local 94…$95MPension Fund of Local 227$95MVirginia International Terminals LLC Pension PlanVirginia International Termi…$95MCh2m Hill Omi Retirement Plan$95M
End-of-year total assets ($M) among Pension Fund of Local 227 and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$95M
Net Income$10M
Employer EIN616054018
Plan Effective Date1956-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Pension Fund of Local 227)

Sponsor-wide plan assets over time

All Board of Trustees of Pension Fund of Local 227 plans reported in each filing year

Latest sponsor-wide plan assets
$95M 11.801231354179254% vs 2022
2023 filing year
$80M$85M$90M$95M$100M 20222023 $85.4M $95.5M ▲ +11.8%
Year Plans Participants Total Assets
2022 1 4,383 $85M
2023 1 4,530 $95M

Nearby Defined Benefit (Pension) Plans in Florida

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

Pension Fund of Local 227 vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. 050001000015000 -20246810 Total assets ($B) Participants Pension Fund of Local 227, Total assets ($B): 0.095466224 · Participants: 4530Pension Fund of Local 227L3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.749240033 · Participants: 4676L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.124263985 · Participants: 13121Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.367781795 · Participants: 2446Csx Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.24071421 · Participants: 3967Retirement Accumulation Plan for Partners of PwcRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.916753026 · Participants: 5514Retirement Benefit Accumulation Plan for Employees of Pwc
Pension Fund of Local 227 vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Pension Fund of Local 227 side-by-side with 3 peers →

Pension Fund of Local 227's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Virginia International Terminals LLC Pension Plan in VA ($95M); by covered participants it is Retirement System of the American National Red Cross in DC (4,531 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($95M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,530 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 Pension Fund of Local 227 assets move in 2023? ▼
Pension Fund of Local 227 grew at a solid clip - up 11.8% during 2023, from $85M to $95M. Reported net income was $10M.
How have Board of Trustees of Pension Fund of Local 227 plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Board of Trustees of Pension Fund of Local 227's sponsor-wide assets grew 11.8%, from $85M to $95M.
Where does Pension Fund of Local 227 rank by assets among Form 5500 filers? ▼
Pension Fund of Local 227 ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pension Fund of Local 227? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Virginia International Terminals LLC Pension Plan in VA ($95M, 115 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Fund of Local 227? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement System of the American National Red Cross in DC (4,531 participants, $1.1B 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 616054018.

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.