Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees of Local 1034 Pension Fund Pension Plan
Data updated 2026-08-25
- $113M
- Total assets Near avg plan size
- 103
- Participants Small participant base
- 91st
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
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.
- #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.
- #7,480
- in Other Services (7,719 peers)
- +77.7%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Local 1034 Pension Fund's outsized position by total assets
Local 1034 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$112,959,456 Top 9% higher than 91% 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
Local 1034 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 1034 Pension Fund sits mid-pack in the medium band (103 participants).
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.
Published 5500 schedule card
Filing strip 136594795 · Board of Trustees of Local 1034 Pension Fund PY 2024 · Defined Benefit (Pension)
Local 1034 Pension Fund · $113M · 103 · 91st
- PART $113M
- PART 103
- PART 91st
- PART Defined Benefit (Pension)
- PART near Esco Corporation Pension Plan
- PART ind #7480
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 Other Services retirement plans → · Plans in New York →
Local 1034 Pension Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $64M |
|---|---|
| Net Assets (End of Year) | $113M |
| Net Income | $50M |
| Employer EIN | 136594795 |
| Plan Effective Date | 1965-10-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Local 1034 Pension Fund)
Sponsor-wide plan assets over time
All Board of Trustees of Local 1034 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $113M 77.67944959750362% vs 2022
- 2024 filing year
| 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.
- 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
Local 1034 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 Esco Corporation Pension Plan in TX ($113M); by covered participants it is The Steel Improvement Boilermakers & Blacksmiths Pension Plan in OH (103 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($113M here).
- Esco Corporation Pension Plan (TX) $113M · 231
- Middle River Aerostructure Systems Hourly Pension Plan (MD) $113M · 254
- Gray Television, Inc. Retirement Plan (GA) $113M · 732
- American Savings Bank Retirement Plan (HI) $113M · 231
Similar participant headcount
Nearest other-state filings by covered participants (103 participants); asset peers above are excluded.
- The Steel Improvement Boilermakers & Blacksmiths Pension Plan (OH) 103 · 0 off
- Agm Container Controls, Inc. Defined Benefit Pension Plan (AZ) 103 · 0 off
- Knauf Retirement Plan for Union Employees (IN) 103 · 0 off
- Horace Mann Pension Plan (IL) 103 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.