Defined Benefit (Pension) · DOL Form 5500 · 2024

Bac Local #5 New York Pension Plan Pension Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
78
Participants Small participant base
87th
Percentile by assets National rank
$825,061
Avg per participant High balance/head
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Official DOL plan name: Bac Local #5 New York Pension Plan · Sponsored by Bac Local #5 New York Pension Plan · New York · Construction

$64M in assets, 78 participants

Bac Local #5 New York Pension Plan's Bac Local #5 New York Pension Plan reported $64M in total assets and 78 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,676 in Construction (9,039 peers)

Where Bac Local #5 New York Pension Plan sits by assets

Bac Local #5 New York Pension Plan sits in the top quartile of all filed plans by assets, $64M for 78 participants (~$825,061/participant), down 0.4% in 2024.

#7,676
in Construction (9,039 peers)
-0.4%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $212K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bac Local #5 New York Pension Plan's outsized position by total assets

Bac Local #5 New York Pension Plan vs every filed plan by assets

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

$64,354,751 Top 13% higher than 87% 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

Bac Local #5 New York 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. Bac Local #5 New York Pension Plan is a small filing (78 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bac Local #5 New York Pension Plan reported net income fell from $3M in the plan year 2023 filing to -$212K in the plan year 2024 filing.
  • Bac Local #5 New York Pension Plan reported participants fell from 97 in the plan year 2023 filing to 78 in the plan year 2024 filing.
  • Bac Local #5 New York Pension Plan end-of-year assets fell from $65M in the plan year 2023 filing to $64M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 146016608 · Bac Local #5 New York Pension Plan PY 2024 · Defined Benefit (Pension)

Bac Local #5 New York Pension Plan · $64M · 78 · 87th

  • TYPE $64M
  • NET 78
  • BOOK 87th
  • VS-ST Defined Benefit (Pension)
  • BOY near Cumberland, Md & Vicinity Building & Construction Employees Trust Fund
  • SCH ind #7676

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 New York →

Bac Local #5 New York Pension Plan in the asset neighbourhood

Osf Saint Francis, Inc. Employees Pension PlanOsf Saint Francis, Inc. Empl…$64MBac Local #5 New York Pension PlanBac Local #5 New York Pensio…$64MCumberland, Md & Vicinity Building & Construction Employees Trust FundCumberland, Md & Vicinity Bu…$64MRogers Group Inc & Its Affiliates Retirement PlanRogers Group Inc & Its Affil…$64MPlastic Omnium - Auto Inergy Systems (USA) Pension PlanPlastic Omnium - Auto Inergy…$64M
End-of-year total assets ($M) among Bac Local #5 New York Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$64M
Net Income-$212K
Employer EIN146016608
Plan Effective Date1955-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bac Local #5 New York Pension Plan)

Sponsor-wide plan assets over time

All Bac Local #5 New York Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$64M 3.759410412741714% vs 2022
2024 filing year
$61M$62M$63M$64M$65M 202220232024 $62M $64.4M ▲ +3.8%
Year Plans Participants Total Assets
2022 1 115 $62M
2023 1 97 $65M
2024 1 78 $64M

Nearby Defined Benefit (Pension) Plans in New York

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

Bac Local #5 New York Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Bac Local #5 New York Pension Plan, Total assets ($B): 0.064354751 · Participants: 78Bac Local #5 New York Pension PlanIBM 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
Bac Local #5 New York Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Bac Local #5 New York Pension Plan side-by-side with 3 peers →

Bac Local #5 New York Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Cumberland, Md & Vicinity Building & Construction Employees Trust Fund in MD ($64M); by covered participants it is Smith & Nephew U.S. Pension Plan in TN (78 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (78 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 Bac Local #5 New York Pension Plan assets move in 2024? ▼
Bac Local #5 New York Pension Plan held essentially flat - down 0.4% during 2024, from $65M to $64M. Reported net income was -$212K.
How have Bac Local #5 New York Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bac Local #5 New York Pension Plan's sponsor-wide assets grew 3.8%, from $62M to $64M.
Where does Bac Local #5 New York Pension Plan rank by assets among Form 5500 filers? ▼
Bac Local #5 New York Pension Plan ranks in the 87th 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 Bac Local #5 New York Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cumberland, Md & Vicinity Building & Construction Employees Trust Fund in MD ($64M, 217 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bac Local #5 New York Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Smith & Nephew U.S. Pension Plan in TN (78 participants, N/A 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 146016608.

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.