Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees of Local 1205 Pension Fund Pension Plan

Data updated 2026-08-25

$269M
Total assets Near avg plan size
702
Participants Below avg headcount
95th
Percentile by assets National rank
$383,851
Avg per participant High balance/head
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Official DOL plan name: Local 1205 Pension Fund · Sponsored by Board of Trustees of Local 1205 Pension Fund · New York · Retail Trade

$269M in assets, 702 participants

Board of Trustees of Local 1205 Pension Fund's Local 1205 Pension Fund reported $269M in total assets and 702 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #7,836 in Retail Trade (8,048 peers)

Where Local 1205 Pension Fund sits by assets

Local 1205 Pension Fund sits in the top 5% of all filed plans by assets, $269M for 702 participants (~$383,851/participant), up 11.0% in 2024.

#7,836
in Retail Trade (8,048 peers)
+11.0%
assets growth YoY
2.7×
vs typical plan assets (national mean)

Local 1205 Pension Fund's outsized position by total assets

Local 1205 Pension Fund vs every filed plan by assets

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

$269,463,596 Top 5% higher than 95% 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 1205 Pension Fund 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. Local 1205 Pension Fund sits mid-pack in the medium band (702 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local 1205 Pension Fund end-of-year assets rose from $243M in the plan year 2023 filing to $269M in the plan year 2024 filing.
  • Local 1205 Pension Fund reported participants rose from 687 in the plan year 2023 filing to 702 in the plan year 2024 filing.
  • Local 1205 Pension Fund reported net income fell from $27M in the plan year 2023 filing to $27M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 111880353 · Board of Trustees of Local 1205 Pension Fund PY 2024 · Defined Benefit (Pension)

Local 1205 Pension Fund · $269M · 702 · 95th

  • PCT $269M
  • EIN 702
  • RANK 95th
  • PHOTO Defined Benefit (Pension)
  • IND near American Axle & Manufacturing, Inc. Pension Plan
  • EOY ind #7836

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 Retail Trade retirement plans → · Plans in New York →

Local 1205 Pension Fund in the asset neighbourhood

Pension Plan of Newmont$271MLynden Pension Equity Plan$271MAmerican Axle & Manufacturing, Inc. Pension PlanAmerican Axle & Manufacturin…$270MLocal 1205 Pension Fund$269MMg Advantage Retirement Plan$268M
End-of-year total assets ($M) among Local 1205 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$243M
Net Assets (End of Year)$269M
Net Income$27M
Employer EIN111880353
Plan Effective Date1954-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Local 1205 Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Local 1205 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$269M 24.85457099268174% vs 2022
2024 filing year
$200M$220M$240M$260M$280M 202220232024 $216M $269M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 689 $216M
2023 1 687 $243M
2024 1 702 $269M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 1205 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Local 1205 Pension Fund, Total assets ($B): 0.269463596 · Participants: 702Local 1205 Pension FundIBM 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
Local 1205 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 1205 Pension Fund side-by-side with 3 peers →

Local 1205 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is American Axle & Manufacturing, Inc. Pension Plan in MI ($270M); by covered participants it is Mercedes-Benz USA, LLC Pension Plan in GA (702 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($269M here).

Similar participant headcount

Nearest other-state filings by covered participants (702 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 1205 Pension Fund assets move in 2024? ▼
Local 1205 Pension Fund grew at a solid clip - up 11.0% during 2024, from $243M to $269M. Reported net income was $27M.
How have Board of Trustees of Local 1205 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Local 1205 Pension Fund's sponsor-wide assets grew 24.9%, from $216M to $269M.
Where does Local 1205 Pension Fund rank by assets among Form 5500 filers? ▼
Local 1205 Pension Fund ranks in the 95th 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 Local 1205 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is American Axle & Manufacturing, Inc. Pension Plan in MI ($270M, 736 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 1205 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Mercedes-Benz USA, LLC Pension Plan in GA (702 participants, $399M 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 111880353.

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.