Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees Local 99 Pension Plan Pension Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
173
Participants Small participant base
86th
Percentile by assets National rank
$331,586
Avg per participant High balance/head
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Official DOL plan name: Local 99 Pension Plan · Sponsored by Board of Trustees Local 99 Pension Plan · Illinois · Construction

$57M in assets, 173 participants

Board of Trustees Local 99 Pension Plan's Local 99 Pension Plan reported $57M in total assets and 173 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.

  • #7,569 in Construction (9,039 peers)

Coverage in Illinois

Local 99 Pension Plan covers 173 participants in Illinois, about 22% of the average Illinois filer (state average ~779 per filing). Assets: $57M.

#7,569
in Construction (9,039 peers)
+6.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Local 99 Pension Plan's outsized position by total assets

Local 99 Pension Plan vs every filed plan by assets

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

$57,364,344 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 99 Pension Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 99 Pension Plan sits mid-pack in the medium band (173 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local 99 Pension Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Local 99 Pension Plan reported participants rose from 154 in the plan year 2023 filing to 173 in the plan year 2024 filing.
  • Local 99 Pension Plan end-of-year assets rose from $54M in the plan year 2023 filing to $57M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 516119432 · Board of Trustees Local 99 Pension Plan PY 2024 · Defined Benefit (Pension)

Local 99 Pension Plan · $57M · 173 · 86th

  • TYPE $57M
  • NET 173
  • BOOK 86th
  • VS-ST Defined Benefit (Pension)
  • BOY near Sheet Metal Workers Local No. 124 Pension Plan
  • SCH ind #7569

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 Construction retirement plans → · Plans in Illinois →

Local 99 Pension Plan in the asset neighbourhood

Employees Retirement Plan of Suriname Aluminum Co for Employees in Suriname Plan IIEmployees Retirement Plan of…$58MLocal 99 Pension Plan$57MSheet Metal Workers Local No. 124 Pension PlanSheet Metal Workers Local No…$57MFlorida Trowel Trades Pension Trust FundFlorida Trowel Trades Pensio…$57MRetirement Plan for Employees of Bridgford Foods CorporationRetirement Plan for Employee…$57M
End-of-year total assets ($M) among Local 99 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$57M
Net Income$4M
Employer EIN516119432
Plan Effective Date1967-04-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Local 99 Pension Plan)

Sponsor-wide plan assets over time

All Board of Trustees Local 99 Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$57M 16.190386297702357% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $49.4M $57.4M ▲ +16.2%
Year Plans Participants Total Assets
2022 1 142 $49M
2023 1 154 $54M
2024 1 173 $57M

Nearby Defined Benefit (Pension) Plans in Illinois

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

Local 99 Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -200204060 Total assets ($B) Participants Local 99 Pension Plan, Total assets ($B): 0.057364344 · Participants: 173Local 99 Pension PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 48.22071058 · Participants: 36799Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 37.736369487 · Participants: 41619State Farm Insurance Companies Retirement Plan for United States EmployeesGE Healthcare Pension Plan, Total assets ($B): 13.74052931 · Participants: 5554GE Healthcare Pension PlanAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 8.591907247 · Participants: 17875Abbott Laboratories Annuity Retirement PlanUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 8.17675965 · Participants: 20984United Food & Commercial Workers Intl Union - Industry Pension Fund
Local 99 Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Local 99 Pension Plan side-by-side with 3 peers →

Local 99 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Sheet Metal Workers Local No. 124 Pension Plan in OK ($57M); by covered participants it is Major League Baseball Pension Plan for Non-Uniformed Personnel in MO (173 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (173 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 99 Pension Plan assets move in 2024? ▼
Local 99 Pension Plan grew at a solid clip - up 6.5% during 2024, from $54M to $57M. Reported net income was $4M.
How have Board of Trustees Local 99 Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Local 99 Pension Plan's sponsor-wide assets grew 16.2%, from $49M to $57M.
Where does Local 99 Pension Plan rank by assets among Form 5500 filers? ▼
Local 99 Pension Plan 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 Defined Benefit (Pension) plans are similar in size to Local 99 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sheet Metal Workers Local No. 124 Pension Plan in OK ($57M, 320 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 99 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Major League Baseball Pension Plan for Non-Uniformed Personnel in MO (173 participants, $66M 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 516119432.

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.