Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees of Local 1034 Pension Fund Pension Plan

Data updated 2026-08-11

$113M
Total assets
103
Participants
91st
Percentile by assets
$1.1M
Avg per participant
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Official DOL plan name: Local 1034 Pension Fund · Sponsored by Board of Trustees of Local 1034 Pension Fund · New York · Other Services

$113M in assets, 103 participants

Board of Trustees of Local 1034 Pension Fund's Local 1034 Pension Fund reported $113M in total assets and 103 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 123,622 plans)
  • #7,480 in Other Services (7,719 peers)

Coverage in New York

Local 1034 Pension Fund covers 103 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $113M.

$113M
total plan assets (2024 EOY)
103
covered participants
91st
percentile by assets (of 123,622 plans)
$1.1M
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local 1034 Pension Fund reported net income rose from -$37K in the plan year 2023 filing to $50M in the plan year 2024 filing.
  • Local 1034 Pension Fund end-of-year assets rose from $64M in the plan year 2023 filing to $113M in the plan year 2024 filing.
  • Local 1034 Pension Fund reported participants fell from 116 in the plan year 2023 filing to 103 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Local 1034 Pension Fund reports 103 participants - about 13% of that state average ($113M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$113M
Net Income$50M
Employer EIN136594795
Plan Effective Date1965-10-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Local 1034 Pension Fund)

$40M$60M$80M$100M$120M 202220232024 $63.6M $113M ▲ +77.7%
Total plan assets by year, all Board of Trustees of Local 1034 Pension Fund plans on file
Year Plans Participants Total Assets
2022 1 88 $64M
2023 1 116 $64M
2024 1 103 $113M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 1034 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Local 1034 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 1034 Pension F…IBM Personal Pension…1199seiu Health Care…Consolidated Edison …Pfizer Consolidated …GE Energy Pension Plan
Local 1034 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Local 1034 Pension Fund by total assets, not by location.

Frequently Asked Questions

How did Local 1034 Pension Fund assets move in 2024?
Local 1034 Pension Fund surged - up 77.7% during 2024, from $64M to $113M. Reported net income was $50M.
How have Board of Trustees of Local 1034 Pension Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees of Local 1034 Pension Fund's sponsor-wide assets grew 77.7%, from $64M to $113M.
Where does Local 1034 Pension Fund rank by assets among Form 5500 filers?
Local 1034 Pension Fund ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Local 1034 Pension Fund?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Esco Corporation Pension Plan in TX ($113M, 231 participants).

Filing takeaways

Ways to act on Local 1034 Pension Fund's numbers.

  • By total assets, Local 1034 Pension Fund ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
  • Board of Trustees of Local 1034 Pension Fund's sponsor-wide assets have grown 77.7% since 2022 across 3 plan years on file. More Other Services plans