Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees - Pension Fund Local 764 Pension Plan
Data updated 2026-08-25
- $171M
- Total assets Near avg plan size
- 1,535
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $111,214
- Avg per participant Below avg balance/head
Official DOL plan name: Pension Fund of Wardrobe Attendants Union Local 764 · Sponsored by Board of Trustees - Pension Fund Local 764 · New York · Finance & Insurance
$171M in assets, 1,535 participants
Board of Trustees - Pension Fund Local 764's Pension Fund of Wardrobe Attendants Union Local 764 reported $171M in total assets and 1,535 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #7,681 in Finance & Insurance (8,549 peers)
Where Pension Fund of Wardrobe Attendants Union Local 764 sits by assets
Pension Fund of Wardrobe Attendants Union Local 764 sits in the top 10% of all filed plans by assets, $171M for 1,535 participants (~$111,214/participant), up 7.1% in 2024.
- #7,681
- in Finance & Insurance (8,549 peers)
- +7.1%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Pension Fund of Wardrobe Attendants Union Local 764's outsized position by total assets
Pension Fund of Wardrobe Attendants Union Local 764 vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$170,712,852 Top 6% higher than 94% 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
Pension Fund of Wardrobe Attendants Union Local 764's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Fund of Wardrobe Attendants Union Local 764 lands in the large band (1,535 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pension Fund of Wardrobe Attendants Union Local 764 reported net income rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Pension Fund of Wardrobe Attendants Union Local 764 end-of-year assets rose from $159M in the plan year 2023 filing to $171M in the plan year 2024 filing.
- Pension Fund of Wardrobe Attendants Union Local 764 reported participants fell from 1,630 in the plan year 2023 filing to 1,535 in the plan year 2024 filing.
DOL schedule card
Filing strip 136137855 · Board of Trustees - Pension Fund Local 764 PY 2024 · Defined Benefit (Pension)
Pension Fund of Wardrobe Attendants Union Local 764 · $171M · 1,535 · 94th
- RANK $171M
- RANK 1,535
- RANK 94th
- RANK Defined Benefit (Pension)
- RANK near American Commercial Barge Line LLC Pension Plan
- RANK ind #7681
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 Finance & Insurance retirement plans → · Plans in New York →
Pension Fund of Wardrobe Attendants Union Local 764 in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $159M |
|---|---|
| Net Assets (End of Year) | $169M |
| Net Income | $13M |
| Employer EIN | 136137855 |
| Plan Effective Date | 1961-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees - Pension Fund Local 764)
Sponsor-wide plan assets over time
All Board of Trustees - Pension Fund Local 764 plans reported in each filing year
- Latest sponsor-wide plan assets
- $171M 18.602641753807454% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,419 | $144M |
| 2023 | 1 | 1,630 | $159M |
| 2024 | 1 | 1,535 | $171M |
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
Pension Fund of Wardrobe Attendants Union Local 764's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is American Commercial Barge Line LLC Pension Plan in IN ($171M); by covered participants it is IBEW Local 595 Pension Plan in CA (1,537 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($171M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,535 participants); asset peers above are excluded.
- IBEW Local 595 Pension Plan (CA) 1,537 · 2 off
- Lake Michigan Credit Union Cash Balance Defined Benefit Plan and Trust (MI) 1,532 · 3 off
- University of Maryland Medical System Corporation Pension Plan (MD) 1,532 · 3 off
- Pension and Retirement Plan of Plumbers and Pipefitters Union Local 525 (NV) 1,532 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.