Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees of Pension Fund Private Sanitation Union Local 813 I Pension Plan

Data updated 2026-07-24

$279M
Total assets: 519
Participants: 96th
Percentile by assets: $536,970
Avg per participant

Official DOL plan name: Pension Plan Private Sanitation Union Local 813 Ibt · Sponsored by Board of Trustees of Pension Fund Private Sanitation Union Local 813 I · New York · Administrative & Support Services

$279M in assets, 519 participants

Board of Trustees of Pension Fund Private Sanitation Union Local 813 I's Pension Plan Private Sanitation Union Local 813 Ibt reported $279M in total assets and 519 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 116,472 plans)

Where Pension Plan Private Sanitation Union Local 813 Ibt sits by assets

Pension Plan Private Sanitation Union Local 813 Ibt sits in the top 5% of all filed plans by assets, $279M for 519 participants (~$536,970/participant), up 65.2% in 2024.

$279M
total plan assets (2024 EOY): 519
covered participants: 96th
percentile by assets (of 116,472 plans): $536,970
avg assets per participant

Pension Plan Private Sanitation Union Local 813 Ibt reported net income rose from $5M in the plan year 2023 filing to $110M in the plan year 2024 filing.
Pension Plan Private Sanitation Union Local 813 Ibt end-of-year assets rose from $169M in the plan year 2023 filing to $279M in the plan year 2024 filing.
Pension Plan Private Sanitation Union Local 813 Ibt reported participants fell from 555 in the plan year 2023 filing to 519 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Administrative & Support Services

Pension Plan Private Sanitation Union Local 813 Ibt vs the 2024 asset distribution

By assets, Pension Plan Private Sanitation Union Local 813 Ibt outranks 96% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.8x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$169M
Net Assets (End of Year)	$279M
Net Income	$110M
Employer EIN	131975659
Plan Effective Date	1954-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees of Pension Fund Private Sanitation Union Local 813 I)

Total plan assets by year, all Board of Trustees of Pension Fund Private Sanitation Union Local 813 I plans on file

Year	Plans	Participants	Total Assets
2022	1	620	$164M
2023	1	555	$169M
2024	1	519	$279M

Nearby Defined Benefit (Pension) Plans in New York

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

Pension Plan Private Sanitation Union Local 813 Ibt vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

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

Compare Pension Plan Private Sanitation Union Lo… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Pension Plan Private Sanitation Union Local 813 Ibt by total assets, not by location.

Quad/Graphics Printing Pension Plan (CT) $279M · 235
Seafarers Officers and Employees Pension Plan (MD) $279M · 399
Cement Masons Southern California Pension Trust (CA) $279M · 2,398
Madison Gas and Electric Company Retirement Plan (WI) $279M · 94

Frequently Asked Questions

How did Pension Plan Private Sanitation Union Local 813 Ibt assets move in 2024? ▼

Pension Plan Private Sanitation Union Local 813 Ibt surged - up 65.2% during 2024, from $169M to $279M. Reported net income was $110M.

How have Board of Trustees of Pension Fund Private Sanitation Union Local 813 I plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees of Pension Fund Private Sanitation Union Local 813 I's sponsor-wide assets grew 69.9%, from $164M to $279M.

Where does Pension Plan Private Sanitation Union Local 813 Ibt rank by assets among Form 5500 filers? ▼

Pension Plan Private Sanitation Union Local 813 Ibt ranks in the 96th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Pension Plan Private Sanitation Union Local 813 Ibt? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Quad/Graphics Printing Pension Plan in CT ($279M, 235 participants).

Next read for Pension Plan Private Sanitation Union Lo…

Scale reading

Ways to act on Pension Plan Private Sanitation Union Local 813 Ibt's numbers.

By total assets, Pension Plan Private Sanitation Union Local 813 Ibt ranks in the top 5% 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 Pension Fund Private Sanitation Union Local 813 I's sponsor-wide assets have grown 69.9% since 2022 across 3 plan years on file. More Administrative & Support Services plans

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 131975659.

Read our methodology - how this data is sourced, computed, and verified.

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