Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of Local 111 Pension Fund Pension Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
365
Participants Below avg headcount
89th
Percentile by assets National rank
$203,070
Avg per participant Above avg balance/head
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Official DOL plan name: Local 111 Pension Fund · Sponsored by Board of Trustees of Local 111 Pension Fund · New York · Retail Trade

$74M in assets, 365 participants

Board of Trustees of Local 111 Pension Fund's Local 111 Pension Fund reported $74M in total assets and 365 participants in its 2023 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.

  • #7,915 in Retail Trade (8,414 peers)

Coverage in New York

Local 111 Pension Fund covers 365 participants in New York, about 46% of the average New York filer (state average ~798 per filing). Assets: $74M.

#7,915
in Retail Trade (8,414 peers)
+41.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Local 111 Pension Fund's outsized position by total assets

Local 111 Pension Fund vs every filed plan by assets

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

$74,120,588 Top 11% higher than 89% 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 111 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 111 Pension Fund sits mid-pack in the medium band (365 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local 111 Pension Fund reported net income rose from -$3M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Local 111 Pension Fund end-of-year assets rose from $52M in the plan year 2022 filing to $74M in the plan year 2023 filing.
  • Local 111 Pension Fund reported participants fell from 417 in the plan year 2022 filing to 365 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 111955247 · Board of Trustees of Local 111 Pension Fund PY 2023 · Defined Benefit (Pension)

Local 111 Pension Fund · $74M · 365 · 89th

  • BOY $74M
  • BOY 365
  • BOY 89th
  • BOY Defined Benefit (Pension)
  • BOY near The Rumpke Consolidated Companies, Inc. & Affiliates Defined Benefit Pension Plan
  • BOY ind #7915

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 Retail Trade retirement plans → · Plans in New York →

Local 111 Pension Fund in the asset neighbourhood

Local 111 Pension Fund$74MThe Rumpke Consolidated Companies, Inc. & Affiliates Defined Benefit Pension PlanThe Rumpke Consolidated Comp…$74MMannington Pension Plan and TrustMannington Pension Plan and …$74MFloyd Healthcare Management, Inc. Retirement PlanFloyd Healthcare Management,…$74MNew-Indy Catawba, LLC Pension PlanNew-Indy Catawba, LLC Pensio…$74M
End-of-year total assets ($M) among Local 111 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)$52M
Net Assets (End of Year)$74M
Net Income$22M
Employer EIN111955247
Plan Effective Date1960-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Local 111 Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Local 111 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$74M 31.176407415053724% vs 2022
2023 filing year
$60M$80M$100M$120M 20222023 $108M $74.1M ▼ -31.2%
Year Plans Participants Total Assets
2022 2 810 $108M
2023 1 365 $74M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 111 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Local 111 Pension Fund, Total assets ($B): 0.074120588 · Participants: 365Local 111 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 111 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 111 Pension Fund side-by-side with 3 peers →

Local 111 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 The Rumpke Consolidated Companies, Inc. & Affiliates Defined Benefit Pension Plan in OH ($74M); by covered participants it is Tredegar Corporation Retirement Income Plan in VA (365 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (365 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 111 Pension Fund assets move in 2023? ▼
Local 111 Pension Fund surged - up 41.4% during 2023, from $52M to $74M. Reported net income was $22M.
How have Board of Trustees of Local 111 Pension Fund plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Board of Trustees of Local 111 Pension Fund's sponsor-wide assets declined 31.2%, from $108M to $74M.
Where does Local 111 Pension Fund rank by assets among Form 5500 filers? ▼
Local 111 Pension Fund ranks in the 89th 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 111 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Rumpke Consolidated Companies, Inc. & Affiliates Defined Benefit Pension Plan in OH ($74M, 616 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 111 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Tredegar Corporation Retirement Income Plan in VA (365 participants, $10K 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 111955247.

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.