Other
2024 plan-year Other DOL Form 5500

Local 1034 Pension Fund

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees of Local 1034 Pension Fund · New York · Other Services

What the 2023 filing shows

Local 1034 Pension Fund holds $113M for 103 participants — about $1.1M per participant, up 77.7% over the 2024 plan year.

$113M
total plan assets (2024 EOY)
103
covered participants
$1.1M
avg assets per participant
+77.7%
assets growth YoY
Total Assets (2023)
$113M
Participants
103
State
Industry
Other Services

What the Filing Says About Local 1034 Pension Fund

Local 1034 Pension Fund is a Other retirement plan sponsored by Board of Trustees of Local 1034 Pension Fund, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $113M in total end-of-year assets and covers 103 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 136594795, and the plan has been effective since 1965-10-15. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $64M at the beginning of 2024 to $113M at year-end — a gain of 77.7%. Net assets (after liabilities) closed the year at $113M, with reported net income of $50M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

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

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

Year Plans Participants Total Assets
2022 1 88 $64M
2023 1 116 $64M
2024 1 103 $113M

Nearby Other Plans in New York

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Local 1034 Pension Fund?
As of the 2024 Form 5500 filing, Local 1034 Pension Fund holds $113M in total assets with 103 participants. It is sponsored by Board of Trustees of Local 1034 Pension Fund.
What type of plan is Local 1034 Pension Fund?
Local 1034 Pension Fund is a Other plan. It has been effective since 1965-10-15. The plan is filed with the U.S. Department of Labor under EIN 136594795.
Who sponsors the Local 1034 Pension Fund?
Local 1034 Pension Fund is sponsored by Board of Trustees of Local 1034 Pension Fund, located in New York. The sponsor's EIN is 136594795 and the plan operates in the Other Services industry.
How did Local 1034 Pension Fund perform in 2024?
Local 1034 Pension Fund grew by 77.7% during 2024, moving from $64M to $113M in total assets. Net income was $50M.
Where can I find official filings for Local 1034 Pension Fund?
Official Form 5500 filings for Local 1034 Pension Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 136594795 or plan name at efast.dol.gov.
How does Local 1034 Pension Fund compare to other plans?
You can compare Local 1034 Pension Fund against other Other plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 136594795.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.