Defined Benefit (Pension) · DOL Form 5500 · 2024

Trustees Local 338 Retirement Fund Pension Plan

Data updated 2026-08-25

$607M
Total assets Above avg plan size
1,782
Participants Near avg headcount
98th
Percentile by assets National rank
$340,642
Avg per participant High balance/head
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Official DOL plan name: Local 338 Retirement Fund · Sponsored by Trustees Local 338 Retirement Fund · New York · Retail Trade

$607M in assets, 1,782 participants

Trustees Local 338 Retirement Fund's Local 338 Retirement Fund reported $607M in total assets and 1,782 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #7,922 in Retail Trade (8,048 peers)

Coverage in New York

Local 338 Retirement Fund covers 1,782 participants in New York, 2.2x the typical New York plan (state average ~798 per filing). Assets: $607M.

#7,922
in Retail Trade (8,048 peers)
+3.2%
assets growth YoY
6.1×
vs typical plan assets (national mean)

Local 338 Retirement Fund's outsized position by total assets

Local 338 Retirement Fund vs every filed plan by assets

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

$607,023,700 Top 2% higher than 98% 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 338 Retirement Fund'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. Local 338 Retirement Fund lands in the large band (1,782 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local 338 Retirement Fund reported net income rose from $10M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Local 338 Retirement Fund reported participants fell from 2,454 in the plan year 2023 filing to 1,782 in the plan year 2024 filing.
  • Local 338 Retirement Fund end-of-year assets rose from $588M in the plan year 2023 filing to $607M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 136533678 · Trustees Local 338 Retirement Fund PY 2024 · Defined Benefit (Pension)

Local 338 Retirement Fund · $607M · 1,782 · 98th

  • BOY $607M
  • SCH 1,782
  • EBSA 98th
  • PART Defined Benefit (Pension)
  • TYPE near Retirement Plan for Children's Hospital & Research Center at Oakland
  • NET ind #7922

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 338 Retirement Fund in the asset neighbourhood

Banco Popular De Puerto Rico Retirement PlanBanco Popular De Puerto Rico…$607MSmart Local 265 Pension Fund$607MLocal 338 Retirement Fund$607MRetirement Plan for Children's Hospital & Research Center at OaklandRetirement Plan for Children…$607MTeamsters Local Union No. 727 Pension PlanTeamsters Local Union No. 72…$607M
End-of-year total assets ($M) among Local 338 Retirement Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$588M
Net Assets (End of Year)$604M
Net Income$19M
Employer EIN136533678
Plan Effective Date1955-02-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees Local 338 Retirement Fund)

Sponsor-wide plan assets over time

All Trustees Local 338 Retirement Fund plans reported in each filing year

Latest sponsor-wide plan assets
$607M 5.037929956476352% vs 2022
2024 filing year
$570M$580M$590M$600M$610M 202220232024 $578M $607M ▲ +5.0%
Year Plans Participants Total Assets
2022 1 2,577 $578M
2023 1 2,454 $588M
2024 1 1,782 $607M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 338 Retirement Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Local 338 Retirement Fund, Total assets ($B): 0.6070237 · Participants: 1782Local 338 Retirement 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 338 Retirement Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 338 Retirement Fund side-by-side with 3 peers →

Local 338 Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Children's Hospital & Research Center at Oakland in CA ($607M); by covered participants it is Riverside Health System Retirement Income Plan in VA (1,780 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($607M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,782 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 338 Retirement Fund assets move in 2024? ▼
Local 338 Retirement Fund edged up modestly - up 3.2% during 2024, from $588M to $607M. Reported net income was $19M.
How have Trustees Local 338 Retirement Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees Local 338 Retirement Fund's sponsor-wide assets grew 5.0%, from $578M to $607M.
Where does Local 338 Retirement Fund rank by assets among Form 5500 filers? ▼
Local 338 Retirement Fund ranks in the 98th 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 338 Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Children's Hospital & Research Center at Oakland in CA ($607M, 1,652 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 338 Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Riverside Health System Retirement Income Plan in VA (1,780 participants, $539M 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 136533678.

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.