Defined Benefit (Pension) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$279M
Total assets Near avg plan size
519
Participants Below avg headcount
96th
Percentile by assets National rank
$536,970
Avg per participant High balance/head
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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.

  • #4,271 in Administrative & Support Services (4,368 peers)

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.

#4,271
in Administrative & Support Services (4,368 peers)
+65.2%
assets growth YoY
2.8×
vs typical plan assets (national mean)

Pension Plan Private Sanitation Union Local 813 Ibt's outsized position by total assets

Pension Plan Private Sanitation Union Local 813 Ibt vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$278,687,478 Top 4% higher than 96% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Pension Plan Private Sanitation Union Local 813 Ibt 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. Pension Plan Private Sanitation Union Local 813 Ibt sits mid-pack in the medium band (519 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Published 5500 schedule card

Filing strip 131975659 · Board of Trustees of Pension Fund Private Sanitation Union Local 813 I PY 2024 · Defined Benefit (Pension)

Pension Plan Private Sanitation Union Local 813 Ibt · $279M · 519 · 96th

  • RANK $279M
  • PHOTO 519
  • IND 96th
  • EOY Defined Benefit (Pension)
  • 5500 near Quad/Graphics Printing Pension Plan
  • ASSETS ind #4271

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 Administrative & Support Services retirement plans → · Plans in New York →

Pension Plan Private Sanitation Union Local 813 Ibt in the asset neighbourhood

Madison Gas and Electric Company Retirement PlanMadison Gas and Electric Com…$279MCement Masons Southern California Pension TrustCement Masons Southern Calif…$279MSeafarers Officers and Employees Pension PlanSeafarers Officers and Emplo…$279MPension Plan Private Sanitation Union Local 813 IbtPension Plan Private Sanitat…$279MQuad/Graphics Printing Pension PlanQuad/Graphics Printing Pensi…$279M
End-of-year total assets ($M) among Pension Plan Private Sanitation Union Local 813 Ibt and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$169M
Net Assets (End of Year)$279M
Net Income$110M
Employer EIN131975659
Plan Effective Date1954-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Board of Trustees of Pension Fund Private Sanitation Union Local 813 I plans reported in each filing year

Latest sponsor-wide plan assets
$279M 69.8521043405879% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $164M $279M ▲ +69.9%
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 Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Pension Plan Private Sanitation Union Local 813 Ibt, Total assets ($B): 0.278687478 · Participants: 519Pension Plan Private Sanitation Union Local 813 IbtIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Pension Plan Private Sanitation Union Local 813 Ibt vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pension Plan Private Sanitation Union Local 813 Ibt side-by-side with 3 peers →

Pension Plan Private Sanitation Union Local 813 Ibt's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Quad/Graphics Printing Pension Plan in CT ($279M); by covered participants it is Elevance Health Cash Balance Plan B in IN (519 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (519 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.

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 123,622 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan Private Sanitation Union Local 813 Ibt? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Elevance Health Cash Balance Plan B in IN (519 participants, $501M in assets).

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.