Defined Benefit (Pension) · DOL Form 5500 · 2024

Joint Board of Trustees Local 305 CIO Pe Pension Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
2
Participants Small participant base
80th
Percentile by assets National rank
$18.5M
Avg per participant High balance/head
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Official DOL plan name: Local 305 CIO Pension Fund · Sponsored by Joint Board of Trustees Local 305 CIO Pe · New York · Manufacturing

$37M in assets, 2 participants

Joint Board of Trustees Local 305 CIO Pe's Local 305 CIO Pension Fund reported $37M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #12,904 in Manufacturing (17,777 peers)

Where Local 305 CIO Pension Fund sits by assets

Local 305 CIO Pension Fund sits in the top quartile of all filed plans by assets, $37M for 2 participants (~$18.5M/participant), down 3.0% in 2024.

#12,904
in Manufacturing (17,777 peers)
-3.0%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 305 CIO Pension Fund's outsized position by total assets

Local 305 CIO Pension Fund vs every filed plan by assets

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

$36,949,447 Top 20% higher than 80% 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 305 CIO Pension Fund among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 305 CIO Pension Fund is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local 305 CIO Pension Fund reported net income fell from $35M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Local 305 CIO Pension Fund reported participants fell from 6 in the plan year 2023 filing to 2 in the plan year 2024 filing.
  • Local 305 CIO Pension Fund end-of-year assets fell from $38M in the plan year 2023 filing to $37M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 132864446 · Joint Board of Trustees Local 305 CIO Pe PY 2024 · Defined Benefit (Pension)

Local 305 CIO Pension Fund · $37M · 2 · 80th

  • PHOTO $37M
  • IND 2
  • EOY 80th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Orix Financial Services, Inc. Retirement Plan
  • PCT ind #12904

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 Manufacturing retirement plans → · Plans in New York →

Local 305 CIO Pension Fund in the asset neighbourhood

Nexans USA Inc. Salaried and Hourly Pension PlanNexans USA Inc. Salaried and…$37MLocal 305 CIO Pension Fund$37MOrix Financial Services, Inc. Retirement PlanOrix Financial Services, Inc…$37MFarmland Dairy Consolidated Pension PlanFarmland Dairy Consolidated …$37MThe Continental, Inc. Pension PlanThe Continental, Inc. Pensio…$37M
End-of-year total assets ($M) among Local 305 CIO Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$37M
Net Income-$1M
Employer EIN132864446
Plan Effective Date1952-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Joint Board of Trustees Local 305 CIO Pe)

Sponsor-wide plan assets over time

All Joint Board of Trustees Local 305 CIO Pe plans reported in each filing year

Latest sponsor-wide plan assets
$37M 1064.952012401959% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $3.17M $37M ▲ +1065.6%
Year Plans Participants Total Assets
2022 1 7 $3M
2023 1 6 $38M
2024 1 2 $37M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 305 CIO Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Local 305 CIO Pension Fund, Total assets ($B): 0.036949447 · Participants: 2Local 305 CIO 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 305 CIO Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 305 CIO Pension Fund side-by-side with 3 peers →

Local 305 CIO Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Orix Financial Services, Inc. Retirement Plan in TX ($37M); by covered participants it is Avh Enterprises, Inc. Retirement Plan in VA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 305 CIO Pension Fund assets move in 2024? ▼
Local 305 CIO Pension Fund edged down modestly - down 3.0% during 2024, from $38M to $37M. Reported net income was -$1M.
How have Joint Board of Trustees Local 305 CIO Pe plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joint Board of Trustees Local 305 CIO Pe's sponsor-wide assets grew 1065.0%, from $3M to $37M.
Where does Local 305 CIO Pension Fund rank by assets among Form 5500 filers? ▼
Local 305 CIO Pension Fund ranks in the 80th 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 305 CIO Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Orix Financial Services, Inc. Retirement Plan in TX ($37M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 305 CIO Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Avh Enterprises, Inc. Retirement Plan in VA (2 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 132864446.

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.