Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees of Local 804 Pension Fund Pension Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
N/A
Participants Small participant base
68th
Percentile by assets National rank
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Official DOL plan name: Local 804 Pension Fund · Sponsored by Board of Trustees of Local 804 Pension Fund · New York · Transportation & Warehousing

$18M in assets, N/A participants

Board of Trustees of Local 804 Pension Fund's Local 804 Pension Fund reported $18M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #2,245 in Transportation & Warehousing (3,299 peers)

Board of Trustees of Local 804 Pension Fund multi-year trail

Board of Trustees of Local 804 Pension Fund's plans moved +19.8% in assets from 2022 to 2024; this filing shows Local 804 Pension Fund at $18M / N/A participants.

#2,245
in Transportation & Warehousing (3,299 peers)
+11.1%
assets growth YoY

Local 804 Pension Fund's outsized position by total assets

Local 804 Pension Fund vs every filed plan by assets

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

$17,657,527 Top 32% higher than 68% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local 804 Pension Fund reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Local 804 Pension Fund end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 116077200 · Board of Trustees of Local 804 Pension Fund PY 2024 · Defined Benefit (Pension)

Local 804 Pension Fund · $18M · N/A · 68th

  • BOY $18M
  • SCH N/A
  • EBSA 68th
  • PART Defined Benefit (Pension)
  • TYPE near Directv Bargained Pension Plan
  • NET ind #2245

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 Transportation & Warehousing retirement plans → · Plans in New York →

Local 804 Pension Fund in the asset neighbourhood

Performing Arts Center Retirement PlanPerforming Arts Center Retir…$18MTreehouse Pension Plan$18MLocal 804 Pension Fund$18MDirectv Bargained Pension PlanDirectv Bargained Pension Pl…$18MKnape & Vogt Manufacturing Company Pension PlanKnape & Vogt Manufacturing C…$18M
End-of-year total assets ($M) among Local 804 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Board of Trustees of Local 804 Pension Fund multi-year asset trail

Sponsor-wide plan assets over time

All Board of Trustees of Local 804 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$18M 19.767140342184526% vs 2022
2024 filing year
$14M$15M$16M$17M$18M 202220232024 $14.7M $17.7M ▲ +19.8%
Year Plans Participants Total Assets
2022 1 N/A $15M
2023 1 N/A $16M
2024 1 N/A $18M

Board of Trustees of Local 804 Pension Fund filing trail (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN116077200
Plan Effective Date1964-07-29
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Local 804 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Local 804 Pension Fund, Total assets ($B): 0.017657527 · Participants: 0Local 804 Pension 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 804 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 804 Pension Fund side-by-side with 3 peers →

Local 804 Pension Fund's closest out-of-state Defined Benefit (Pension) peers by assets

Outside New York, the nearest Defined Benefit (Pension) by end-of-year assets is Directv Bargained Pension Plan in CA at $18M (this filing: $18M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

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 804 Pension Fund assets move in 2024? ▼
Local 804 Pension Fund grew at a solid clip - up 11.1% during 2024, from $16M to $18M. Reported net income was $2M.
How have Board of Trustees of Local 804 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Local 804 Pension Fund's sponsor-wide assets grew 19.8%, from $15M to $18M.
Which Defined Benefit (Pension) plans are similar in size to Local 804 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Directv Bargained Pension Plan in CA ($18M, 3,142 participants).

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 116077200.

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.