Defined Benefit (Pension) · DOL Form 5500 · 2024

Joint Board of Trustees of Local 377 Pension Fund Pension Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
417
Participants Below avg headcount
73rd
Percentile by assets National rank
$56,908
Avg per participant Low balance/head
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Official DOL plan name: Local 377 Pension Fund · Sponsored by Joint Board of Trustees of Local 377 Pension Fund · New York · Real Estate

$24M in assets, 417 participants

Joint Board of Trustees of Local 377 Pension Fund's Local 377 Pension Fund reported $24M in total assets and 417 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,006 in Real Estate (4,605 peers)

Joint Board of Trustees of Local 377 Pension Fund multi-year trail

Joint Board of Trustees of Local 377 Pension Fund's plans moved +22.9% in assets from 2022 to 2024; this filing shows Local 377 Pension Fund at $24M / 417 participants.

#4,006
in Real Estate (4,605 peers)
+8.9%
assets growth YoY

Local 377 Pension Fund's outsized position by total assets

Local 377 Pension Fund vs every filed plan by assets

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

$23,730,557 Top 27% higher than 73% 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 377 Pension Fund 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 377 Pension Fund sits mid-pack in the medium band (417 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local 377 Pension Fund reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Local 377 Pension Fund reported participants fell from 508 in the plan year 2023 filing to 417 in the plan year 2024 filing.
  • Local 377 Pension Fund end-of-year assets rose from $22M in the plan year 2023 filing to $24M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 136177810 · Joint Board of Trustees of Local 377 Pension Fund PY 2024 · Defined Benefit (Pension)

Local 377 Pension Fund · $24M · 417 · 73rd

  • EBSA $24M
  • PART 417
  • TYPE 73rd
  • NET Defined Benefit (Pension)
  • BOOK near Ret. Plan for Emps. of American President Lines, LLC. Represented by the Prof. Ofc. & Ind. , Marine Engr. Beneficial Assn (AFL/CIO)
  • VS-ST ind #4006

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 Real Estate retirement plans → · Plans in New York →

Local 377 Pension Fund in the asset neighbourhood

Ornl Federal Credit Union Defined Benefit Plan and TrustOrnl Federal Credit Union De…$24MLocal 377 Pension Fund$24MRet. Plan for Emps. of American President Lines, LLC. Represented by the Prof. Ofc. & Ind. , Marine Engr. Beneficial Assn (AFL/CIO)Ret. Plan for Emps. of Ameri…$24MDinsmore & Shohl LLP Cash Balance PlanDinsmore & Shohl LLP Cash Ba…$24MNew Jersey Hospital Association Cash Balance PlanNew Jersey Hospital Associat…$24M
End-of-year total assets ($M) among Local 377 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Joint Board of Trustees of Local 377 Pension Fund multi-year asset trail

Sponsor-wide plan assets over time

All Joint Board of Trustees of Local 377 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$24M 22.911381678999472% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.3M $23.7M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 530 $19M
2023 1 508 $22M
2024 1 417 $24M

Joint Board of Trustees of Local 377 Pension Fund filing trail (2024)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$24M
Net Income$2M
Employer EIN136177810
Plan Effective Date1965-06-15
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 377 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Local 377 Pension Fund, Total assets ($B): 0.023730557 · Participants: 417Local 377 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 377 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Local 377 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 Ret. Plan for Emps. of American President Lines, LLC. Represented by the Prof. Ofc. & Ind. , Marine Engr. Beneficial Assn (AFL/CIO) in VA ($24M); by covered participants it is Perkins Coie Cash Balance Plan in WA (417 participants). Same-state nearby plans are listed separately above.

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 377 Pension Fund assets move in 2024?
Local 377 Pension Fund grew at a solid clip - up 8.9% during 2024, from $22M to $24M. Reported net income was $2M.
How have Joint Board of Trustees of Local 377 Pension Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Joint Board of Trustees of Local 377 Pension Fund's sponsor-wide assets grew 22.9%, from $19M to $24M.
Which Defined Benefit (Pension) plans are similar in size to Local 377 Pension Fund?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ret. Plan for Emps. of American President Lines, LLC. Represented by the Prof. Ofc. & Ind. , Marine Engr. Beneficial Assn (AFL/CIO) in VA ($24M, 162 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 377 Pension Fund?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Perkins Coie Cash Balance Plan in WA (417 participants, $187M in assets).