401(k) · DOL Form 5500 · 2024

Board of Trustees Local 8a-28a 401(k) 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
1,038
Participants Near avg headcount
86th
Percentile by assets National rank
$59,924
Avg per participant Low balance/head
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Official DOL plan name: Local 8a-28a 401(k) Retirement Fund · Sponsored by Board of Trustees Local 8a-28a 401(k) · New York · Administrative & Support Services

$62M in assets, 1,038 participants

Board of Trustees Local 8a-28a 401(k)'s Local 8a-28a 401(k) Retirement Fund reported $62M in total assets and 1,038 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #4,072 in Administrative & Support Services (4,368 peers)

Where Local 8a-28a 401(k) Retirement Fund sits by assets

Local 8a-28a 401(k) Retirement Fund sits in the top quartile of all filed plans by assets, $62M for 1,038 participants (~$59,924/participant), up 8.0% in 2024.

#4,072
in Administrative & Support Services (4,368 peers)
+8.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Local 8a-28a 401(k) Retirement Fund's outsized position by total assets

Local 8a-28a 401(k) Retirement Fund vs every filed plan by assets

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

$62,201,496 Top 14% higher than 86% 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 8a-28a 401(k) Retirement Fund's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 8a-28a 401(k) Retirement Fund lands in the large band (1,038 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local 8a-28a 401(k) Retirement Fund end-of-year assets rose from $58M in the plan year 2023 filing to $62M in the plan year 2024 filing.
  • Local 8a-28a 401(k) Retirement Fund reported participants fell from 1,056 in the plan year 2023 filing to 1,038 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 135652917 · Board of Trustees Local 8a-28a 401(k) PY 2024 · 401(k)

Local 8a-28a 401(k) Retirement Fund · $62M · 1,038 · 86th

  • PCT $62M
  • EIN 1,038
  • RANK 86th
  • PHOTO 401(k)
  • IND near Revspring, Inc. 401(k) Plan
  • EOY ind #4072

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 Administrative & Support Services retirement plans → · Plans in New York →

Local 8a-28a 401(k) Retirement Fund in the asset neighbourhood

Galen Medical Group Employees Retirement Savings PlanGalen Medical Group Employee…$62MLocal 8a-28a 401(k) Retirement FundLocal 8a-28a 401(k) Retireme…$62MRevspring, Inc. 401(k) Plan$62MTeam Belvedere LLC 401(k) PlanTeam Belvedere LLC 401(k) Pl…$62MAfco Steel 401(k) Savings PlanAfco Steel 401(k) Savings Pl…$62M
End-of-year total assets ($M) among Local 8a-28a 401(k) Retirement Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$61M
Net Income$5M
Employer EIN135652917
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Local 8a-28a 401(k))

Sponsor-wide plan assets over time

All Board of Trustees Local 8a-28a 401(k) plans reported in each filing year

Latest sponsor-wide plan assets
$62M 17.1907851371444% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $53.1M $62.2M ▲ +17.2%
Year Plans Participants Total Assets
2022 1 1,097 $53M
2023 1 1,056 $58M
2024 1 1,038 $62M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Local 8a-28a 401(k) Retirement Fund vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Local 8a-28a 401(k) Retirement Fund, Total assets ($B): 0.062201496 · Participants: 1038Local 8a-28a 401(k) Retirement FundIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Local 8a-28a 401(k) Retirement Fund vs. nearby 401(k) plans in New York, assets vs. participants
Compare Local 8a-28a 401(k) Retirement Fund side-by-side with 3 peers →

Local 8a-28a 401(k) Retirement Fund's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Revspring, Inc. 401(k) Plan in TN ($62M); by covered participants it is The Carlstar Group LLC 401(k) Plan in TN (1,038 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($62M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,038 participants); asset peers above are excluded.

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 8a-28a 401(k) Retirement Fund assets move in 2024? ▼
Local 8a-28a 401(k) Retirement Fund grew at a solid clip - up 8.0% during 2024, from $58M to $62M. Reported net income was $5M.
How have Board of Trustees Local 8a-28a 401(k) plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Local 8a-28a 401(k)'s sponsor-wide assets grew 17.2%, from $53M to $62M.
Where does Local 8a-28a 401(k) Retirement Fund rank by assets among Form 5500 filers? ▼
Local 8a-28a 401(k) Retirement Fund ranks in the 86th 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 401(k) plans are similar in size to Local 8a-28a 401(k) Retirement Fund? ▼
Among 401(k) plans in other states, the closest by assets is Revspring, Inc. 401(k) Plan in TN ($62M, 757 participants).
Which 401(k) plans cover a similar participant headcount to Local 8a-28a 401(k) Retirement Fund? ▼
Among 401(k) plans in other states, the closest by covered participants is The Carlstar Group LLC 401(k) Plan in TN (1,038 participants, $69M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 135652917.

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.