Defined Benefit (Pension) · DOL Form 5500 · 2024

Local 837 Pension Plan Board of Trustees Pension Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
87
Participants Small participant base
71st
Percentile by assets National rank
$235,680
Avg per participant Above avg balance/head
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Official DOL plan name: Local 837 Pension Plan · Sponsored by Local 837 Pension Plan Board of Trustees · Pennsylvania · Transportation & Warehousing

$21M in assets, 87 participants

Local 837 Pension Plan Board of Trustees's Local 837 Pension Plan reported $21M in total assets and 87 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #2,342 in Transportation & Warehousing (3,299 peers)

What the 2024 filing shows

Local 837 Pension Plan holds $21M for 87 participants - about $235,680 per participant, above the median plan by assets.

#2,342
in Transportation & Warehousing (3,299 peers)
-1.8%
assets change YoY

The plan reported a net loss of $357K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 837 Pension Plan's outsized position by total assets

Local 837 Pension Plan vs every filed plan by assets

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

$20,504,179 Top 29% higher than 71% 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

Local 837 Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 837 Pension Plan is a small filing (87 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local 837 Pension Plan reported net income fell from $536K in the plan year 2023 filing to -$357K in the plan year 2024 filing.
  • Local 837 Pension Plan reported participants fell from 91 in the plan year 2023 filing to 87 in the plan year 2024 filing.
  • Local 837 Pension Plan end-of-year assets fell from $21M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 236527213 · Local 837 Pension Plan Board of Trustees PY 2024 · Defined Benefit (Pension)

Local 837 Pension Plan · $21M · 87 · 71st

  • TYPE $21M
  • NET 87
  • BOOK 71st
  • VS-ST Defined Benefit (Pension)
  • BOY near Superior Refining Company Defined Benefit Pension Plan
  • SCH ind #2342

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 Transportation & Warehousing retirement plans → · Plans in Pennsylvania →

Local 837 Pension Plan in the asset neighbourhood

The Russell Medical Center Retirement PlanThe Russell Medical Center R…$21MStoreworkers Retirement Plan$21MSuperior Refining Company Defined Benefit Pension PlanSuperior Refining Company De…$21MLocal 837 Pension Plan$21MConsolidated Asset Management Services Pension PlanConsolidated Asset Managemen…$20M
End-of-year total assets ($M) among Local 837 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$20M
Net Income-$357K
Employer EIN236527213
Plan Effective Date1965-10-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Local 837 Pension Plan Board of Trustees)

Sponsor-wide plan assets over time

All Local 837 Pension Plan Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$22M 0.25417871858844854% vs 2022
2024 filing year
$21.8M$22M$22.2M$22.4M$22.6M 202220232024 $22.1M $22M ▼ -0.3%
Year Plans Participants Total Assets
2022 2 440 $22M
2023 2 100 $23M
2024 2 120 $22M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Local 837 Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Local 837 Pension Plan, Total assets ($B): 0.020504179 · Participants: 87Local 837 Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 12.213235301 · Participants: 28308National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 7.234971663 · Participants: 46110Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.528998 · Participants: 58779The PNC Financial Services Group, Inc. Pension PlanThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.178651926 · Participants: 6387The Bank of New York Mellon Corporation Pension PlanConstellation Retirement Program, Total assets ($B): 5.003720253 · Participants: 4809Constellation Retirement Program
Local 837 Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Local 837 Pension Plan side-by-side with 3 peers →

Local 837 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Superior Refining Company Defined Benefit Pension Plan in OH ($21M); by covered participants it is Maher Terminals LLC Pension Trust in NJ (87 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (87 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 Local 837 Pension Plan assets move in 2024? ▼
Local 837 Pension Plan edged down modestly - down 1.8% during 2024, from $21M to $21M. Reported net income was -$357K.
How have Local 837 Pension Plan Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Local 837 Pension Plan Board of Trustees's sponsor-wide assets declined 0.3%, from $22M to $22M.
Which Defined Benefit (Pension) plans are similar in size to Local 837 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Superior Refining Company Defined Benefit Pension Plan in OH ($21M, 65 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 837 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Maher Terminals LLC Pension Trust in NJ (87 participants, $92M 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 236527213.

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.