401(k) · DOL Form 5500 · 2024

Local 837 Pension Fund Board of Trustees 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
33
Participants Small participant base
27th
Percentile by assets National rank
$46,579
Avg per participant Low balance/head
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Official DOL plan name: Local 837 401(k) Plan · Sponsored by Local 837 Pension Fund Board of Trustees · Pennsylvania · Finance & Insurance

$2M in assets, 33 participants

Local 837 Pension Fund Board of Trustees's Local 837 401(k) Plan reported $2M in total assets and 33 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,405 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Local 837 401(k) Plan holds $2M for 33 participants - about $46,579 per participant, in the lower half of filed plans by assets.

#1,405
in Finance & Insurance (8,549 peers)
-5.8%
assets change YoY

The plan reported a net loss of $10K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 837 401(k) Plan among the smaller filed plans by assets

Local 837 401(k) Plan vs every filed plan by assets

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

$1,537,098 27th percentile higher than 27% 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 837 401(k) 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 837 401(k) Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local 837 401(k) Plan reported participants rose from 9 in the plan year 2023 filing to 33 in the plan year 2024 filing.
  • Local 837 401(k) Plan reported net income rose from -$163K in the plan year 2023 filing to -$10K in the plan year 2024 filing.
  • Local 837 401(k) Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 236527213 · Local 837 Pension Fund Board of Trustees PY 2024 · 401(k)

Local 837 401(k) Plan · $2M · 33 · 27th

  • EIN $2M
  • EIN 33
  • EIN 27th
  • EIN 401(k)
  • EIN near Foster Development, Inc. 401(k) Profit Sharing Plan
  • EIN ind #1405

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 Pennsylvania →

Local 837 401(k) Plan in the asset neighbourhood

Local 837 401(k) Plan$2MFoster Development, Inc. 401(k) Profit Sharing PlanFoster Development, Inc. 401…$2MSierra Timberline, Inc. 401(k) Profit Sharing PlanSierra Timberline, Inc. 401(…$2MParagon Logistics, Inc. 401(k) PlanParagon Logistics, Inc. 401(…$2MRomar Truck Repair and Mechanical Services, Inc. Profit Sharing PlanRomar Truck Repair and Mecha…$2M
End-of-year total assets ($M) among Local 837 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$10K
Employer EIN236527213
Plan Effective Date1998-02-25
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Local 837 Pension Fund 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 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Local 837 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Local 837 401(k) Plan, Total assets ($B): 0.001537098 · Participants: 33Local 837 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Local 837 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Local 837 401(k) Plan side-by-side with 3 peers →

Local 837 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Foster Development, Inc. 401(k) Profit Sharing Plan in MO ($2M); by covered participants it is Univision De Puerto Rico Inc., Savings Plan in PR (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 837 401(k) Plan assets move in 2024? ▼
Local 837 401(k) Plan pulled back noticeably - down 5.8% during 2024, from $2M to $2M. Reported net income was -$10K.
How have Local 837 Pension Fund Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Local 837 Pension Fund Board of Trustees's sponsor-wide assets declined 0.3%, from $22M to $22M.
Which 401(k) plans are similar in size to Local 837 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Foster Development, Inc. 401(k) Profit Sharing Plan in MO ($2M, 41 participants).
Which 401(k) plans cover a similar participant headcount to Local 837 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Univision De Puerto Rico Inc., Savings Plan in PR (33 participants, N/A 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.