Defined Benefit (Pension) · DOL Form 5500 · 2024

Local 73 Retirement Fund Pension Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
243
Participants Below avg headcount
88th
Percentile by assets National rank
$293,380
Avg per participant High balance/head
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Official DOL plan name: Local 73 Retirement Fund · Sponsored by Local 73 Retirement Fund · New York · Construction

$71M in assets, 243 participants

Local 73 Retirement Fund's Local 73 Retirement Fund reported $71M in total assets and 243 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,757 in Construction (9,039 peers)

Coverage in New York

Local 73 Retirement Fund covers 243 participants in New York, about 30% of the average New York filer (state average ~798 per filing). Assets: $71M.

#7,757
in Construction (9,039 peers)
+6.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Local 73 Retirement Fund's outsized position by total assets

Local 73 Retirement Fund vs every filed plan by assets

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

$71,291,273 Top 12% higher than 88% 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 73 Retirement Fund 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 73 Retirement Fund sits mid-pack in the medium band (243 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local 73 Retirement Fund reported net income rose from $956K in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Local 73 Retirement Fund end-of-year assets rose from $67M in the plan year 2023 filing to $71M in the plan year 2024 filing.
  • Local 73 Retirement Fund reported participants rose from 230 in the plan year 2023 filing to 243 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 156016577 · Local 73 Retirement Fund PY 2024 · Defined Benefit (Pension)

Local 73 Retirement Fund · $71M · 243 · 88th

  • 5500 $71M
  • ASSETS 243
  • PCT 88th
  • EIN Defined Benefit (Pension)
  • RANK near Wcirb of California Retirement Plan
  • PHOTO ind #7757

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 73 Retirement Fund in the asset neighbourhood

Monterey Peninsula Restaurant and Hotel Pension FundMonterey Peninsula Restauran…$71MLocal 73 Retirement Fund$71MWcirb of California Retirement PlanWcirb of California Retireme…$71MPension Plan for Employees of Magnesita Refractories CompanyPension Plan for Employees o…$71MThe J. M. Smucker Company Represented Employees' Retirement PlanThe J. M. Smucker Company Re…$71M
End-of-year total assets ($M) among Local 73 Retirement Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$71M
Net Income$4M
Employer EIN156016577
Plan Effective Date1959-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Local 73 Retirement Fund)

Sponsor-wide plan assets over time

All Local 73 Retirement Fund plans reported in each filing year

Latest sponsor-wide plan assets
$71M 7.691592255582555% vs 2022
2024 filing year
$64M$66M$68M$70M$72M 202220232024 $66.2M $71.3M ▲ +7.7%
Year Plans Participants Total Assets
2022 1 240 $66M
2023 1 230 $67M
2024 1 243 $71M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 73 Retirement Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Local 73 Retirement Fund, Total assets ($B): 0.071291273 · Participants: 243Local 73 Retirement FundIBM 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 73 Retirement Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Local 73 Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Wcirb of California Retirement Plan in CA ($71M); by covered participants it is Dorel Juvenile Group, Inc. Pension Plan for Bargaining Unit Employees in IN (243 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 73 Retirement Fund assets move in 2024?
Local 73 Retirement Fund grew at a solid clip - up 6.2% during 2024, from $67M to $71M. Reported net income was $4M.
How have Local 73 Retirement Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Local 73 Retirement Fund's sponsor-wide assets grew 7.7%, from $66M to $71M.
Where does Local 73 Retirement Fund rank by assets among Form 5500 filers?
Local 73 Retirement Fund ranks in the 88th 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 73 Retirement Fund?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Wcirb of California Retirement Plan in CA ($71M, 148 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 73 Retirement Fund?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Dorel Juvenile Group, Inc. Pension Plan for Bargaining Unit Employees in IN (243 participants, $33M in assets).