Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees Pension Plan
Data updated 2026-08-25
- $88M
- Total assets Below avg plan size
- 492
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $179,450
- Avg per participant Above avg balance/head
Official DOL plan name: Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund · Sponsored by Board of Trustees · New York · Transportation & Warehousing
$88M in assets, 492 participants
Board of Trustees's Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund reported $88M in total assets and 492 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #2,877 in Transportation & Warehousing (3,299 peers)
Where Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund sits by assets
Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund sits in the top 10% of all filed plans by assets, $88M for 492 participants (~$179,450/participant), up 8.6% in 2024.
- #2,877
- in Transportation & Warehousing (3,299 peers)
- +8.6%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund's outsized position by total assets
Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$88,289,508 Top 10% higher than 90% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Brotherhood of Locomotive Engineers and Trainmen Long Island 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. Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund sits mid-pack in the medium band (492 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund reported net income rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund end-of-year assets rose from $81M in the plan year 2023 filing to $88M in the plan year 2024 filing.
- Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund reported participants rose from 483 in the plan year 2023 filing to 492 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 136146226 · Board of Trustees PY 2024 · Defined Benefit (Pension)
Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund · $88M · 492 · 90th
- TYPE $88M
- TYPE 492
- TYPE 90th
- TYPE Defined Benefit (Pension)
- TYPE near Day and Zimmermann Ao/Mhg Merged Pension Plan (Formerly Known as Retirement Plan for Bargaining Employees at Iaap)
- TYPE ind #2877
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 Transportation & Warehousing retirement plans → · Plans in New York →
Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $81M |
|---|---|
| Net Assets (End of Year) | $88M |
| Net Income | $7M |
| Employer EIN | 136146226 |
| Plan Effective Date | 1963-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees)
Sponsor-wide plan assets over time
All Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $88M 17.39887012963838% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 484 | $75M |
| 2023 | 1 | 483 | $81M |
| 2024 | 1 | 492 | $88M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
Brotherhood of Locomotive Engineers and Trainmen Long Island 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 Day and Zimmermann Ao/Mhg Merged Pension Plan (Formerly Known as Retirement Plan for Bargaining Employees at Iaap) in PA ($88M); by covered participants it is Volvo Retirement Plan in PA (492 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($88M here).
- Day and Zimmermann Ao/Mhg Merged Pension Plan (Formerly Known as Retirement Plan for Bargaining Employees at Iaap) (PA) $88M · 172
- Iron Workers' Locals No. 15 & 424 Pension Plan (CT) $88M · 462
- UAW Employees' Pension and Severance Plan (MI) $88M · 61
- Nusenda Federal Credit Union Cash Balance Defined Benefit Plan (NM) $88M · 518
Similar participant headcount
Nearest other-state filings by covered participants (492 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.