Defined Benefit (Pension) · DOL Form 5500 · 2024
Trustees, Officers and Employees of Local 478 and Funds Employees Pension Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 37
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $1.0M
- Avg per participant High balance/head
Official DOL plan name: Officers and Employees of Local 478 and Funds Employees Pension Plan · Sponsored by Trustees, Officers and Employees of Local 478 and Funds Employees · Connecticut · Finance & Insurance
$37M in assets, 37 participants
Trustees, Officers and Employees of Local 478 and Funds Employees's Officers and Employees of Local 478 and Funds Employees Pension Plan reported $37M in total assets and 37 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #5,941 in Finance & Insurance (8,549 peers)
Where Officers and Employees of Local 478 and Funds Employees Pension Plan sits by assets
Officers and Employees of Local 478 and Funds Employees Pension Plan sits in the top quartile of all filed plans by assets, $37M for 37 participants (~$1.0M/participant), up 10.5% in 2024.
- #5,941
- in Finance & Insurance (8,549 peers)
- +10.5%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Officers and Employees of Local 478 and Funds Employees Pension Plan's outsized position by total assets
Officers and Employees of Local 478 and Funds Employees Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$37,051,518 Top 20% higher than 80% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Officers and Employees of Local 478 and Funds Employees Pension Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Officers and Employees of Local 478 and Funds Employees Pension Plan is a small filing (37 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Officers and Employees of Local 478 and Funds Employees Pension Plan end-of-year assets rose from $34M in the plan year 2023 filing to $37M in the plan year 2024 filing.
- Officers and Employees of Local 478 and Funds Employees Pension Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Officers and Employees of Local 478 and Funds Employees Pension Plan reported participants fell from 40 in the plan year 2023 filing to 37 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 066140282 · Trustees, Officers and Employees of Local 478 and Funds Employees PY 2024 · Defined Benefit (Pension)
Officers and Employees of Local 478 and Funds Employees Pension Plan · $37M · 37 · 80th
- NET $37M
- BOOK 37
- VS-ST 80th
- BOY Defined Benefit (Pension)
- SCH near Nexans USA Inc. Salaried and Hourly Pension Plan
- EBSA ind #5941
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 Finance & Insurance retirement plans → · Plans in Connecticut →
Officers and Employees of Local 478 and Funds Employees Pension Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $4M |
| Employer EIN | 066140282 |
| Plan Effective Date | 1970-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees, Officers and Employees of Local 478 and Funds Employees)
Sponsor-wide plan assets over time
All Trustees, Officers and Employees of Local 478 and Funds Employees plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 25.158525103187372% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 37 | $30M |
| 2023 | 1 | 40 | $34M |
| 2024 | 1 | 37 | $37M |
Nearby Defined Benefit (Pension) Plans in Connecticut
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Rtx Consolidated Pension Plan $41.6B · 36,180
- The Citigroup Pension Plan $10.0B · 15,906
- Eversource Pension Plan $5.8B · 3,428
- Retirement Plan for Employees of Aetna Inc. $5.2B · 9,682
- The Hartford Retirement Plan for U.S. Employees $3.4B · 7,034
Officers and Employees of Local 478 and Funds Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Nexans USA Inc. Salaried and Hourly Pension Plan in SC ($37M); by covered participants it is Retirement Plan for Employees of Badger Mutual Insurance Company in WI (37 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
Similar participant headcount
Nearest other-state filings by covered participants (37 participants); asset peers above are excluded.
- Retirement Plan for Employees of Badger Mutual Insurance Company (WI) 37 · 0 off
- Retirement Plan for Officers,Business Reps and Office Employees of Local 464a (NJ) 37 · 0 off
- Ur Medicine Home Care, Certified Services, Inc. Cash Balance Pension Plan (NY) 37 · 0 off
- Navy Mutual Aid Association Employees' Retirement Plan (VA) 37 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.