Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees of Local 804 Pension Fund Pension Plan
Data updated 2026-08-11
- $18M
- Total assets
- N/A
- Participants
- 68th
- Percentile by assets
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.
- 68th percentile by assets (of 123,622 plans)
- #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.
- $18M
- total plan assets (2024 EOY)
- N/A
- covered participants
- 68th
- percentile by assets (of 123,622 plans)
- +11.1%
- assets growth YoY
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.
Board of Trustees of Local 804 Pension Fund across 3 plan years on file
Across the 3 plan years Board of Trustees of Local 804 Pension Fund has on file (2022-2024), sponsor-wide plan assets have moved from $15M to $18M, a gain of 19.8%. Peak year by sponsor assets: 2024 ($18M); trough: 2022 ($15M).
Board of Trustees of Local 804 Pension Fund multi-year asset trail
| 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 EIN | 116077200 |
| Plan Effective Date | 1964-07-29 |
| Filing Status | FILING 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
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Local 804 Pension Fund by total assets, not by location.
- Directv Bargained Pension Plan (CA) $18M · 3,142
- Performing Arts Center Retirement Plan (CA) $18M · 43
- Treehouse Pension Plan (IL) $18M · 137
- Knape & Vogt Manufacturing Company Pension Plan (MI) $18M · 101
Frequently Asked Questions
How did Local 804 Pension Fund assets move in 2024? ▼
How have Board of Trustees of Local 804 Pension Fund plan assets changed over time? ▼
Which Defined Benefit (Pension) plans are similar in size to Local 804 Pension Fund? ▼
Next read for Local 804 Pension Fund
Multi-year trail
Ways to act on Local 804 Pension Fund's numbers.
- By total assets, Local 804 Pension Fund ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Board of Trustees of Local 804 Pension Fund's sponsor-wide assets have grown 19.8% since 2022 across 3 plan years on file. More Transportation & Warehousing plans