Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees of Local 138 Pension Trust Fund Pension Plan

Data updated 2026-08-25

$111M
Total assets Near avg plan size
180
Participants Small participant base
91st
Percentile by assets National rank
$618,140
Avg per participant High balance/head
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Official DOL plan name: Local 138 Pension Trust Fund · Sponsored by Board of Trustees of Local 138 Pension Trust Fund · New York · Transportation & Warehousing

$111M in assets, 180 participants

Board of Trustees of Local 138 Pension Trust Fund's Local 138 Pension Trust Fund reported $111M in total assets and 180 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #2,944 in Transportation & Warehousing (3,299 peers)

Coverage in New York

Local 138 Pension Trust Fund covers 180 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $111M.

#2,944
in Transportation & Warehousing (3,299 peers)
-4.0%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 138 Pension Trust Fund's outsized position by total assets

Local 138 Pension Trust Fund vs every filed plan by assets

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

$111,265,232 Top 9% higher than 91% 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 138 Pension Trust 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 138 Pension Trust Fund sits mid-pack in the medium band (180 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local 138 Pension Trust Fund reported net income fell from -$546K in the plan year 2023 filing to -$5M in the plan year 2024 filing.
  • Local 138 Pension Trust Fund reported participants rose from 166 in the plan year 2023 filing to 180 in the plan year 2024 filing.
  • Local 138 Pension Trust Fund end-of-year assets fell from $116M in the plan year 2023 filing to $111M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 116170655 · Board of Trustees of Local 138 Pension Trust Fund PY 2024 · Defined Benefit (Pension)

Local 138 Pension Trust Fund · $111M · 180 · 91st

  • IND $111M
  • IND 180
  • IND 91st
  • IND Defined Benefit (Pension)
  • IND near Marshall Medical Employees' Retirement Plan
  • IND ind #2944

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 New York →

Local 138 Pension Trust Fund in the asset neighbourhood

Pension Plan of Anne Arundel Medical CenterPension Plan of Anne Arundel…$111MMuviq USA Defined Benefit Pension PlanMuviq USA Defined Benefit Pe…$111MMarshall Medical Employees' Retirement PlanMarshall Medical Employees' …$111MLocal 138 Pension Trust Fund$111MEntergy Corporation Retirement Plan IIIEntergy Corporation Retireme…$111M
End-of-year total assets ($M) among Local 138 Pension Trust Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$116M
Net Assets (End of Year)$111M
Net Income-$5M
Employer EIN116170655
Plan Effective Date1959-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Local 138 Pension Trust Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Local 138 Pension Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$111M 4.461502436318914% vs 2022
2024 filing year
$110M$112M$114M$116M$118M 202220232024 $116M $111M ▼ -4.5%
Year Plans Participants Total Assets
2022 1 183 $116M
2023 1 166 $116M
2024 1 180 $111M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 138 Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Local 138 Pension Trust Fund, Total assets ($B): 0.111265232 · Participants: 180Local 138 Pension Trust 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 138 Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 138 Pension Trust Fund side-by-side with 3 peers →

Local 138 Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Marshall Medical Employees' Retirement Plan in CA ($111M); by covered participants it is U.S. Silica Company Retirement Plan in TX (180 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($111M here).

Similar participant headcount

Nearest other-state filings by covered participants (180 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 138 Pension Trust Fund assets move in 2024? ▼
Local 138 Pension Trust Fund edged down modestly - down 4.0% during 2024, from $116M to $111M. Reported net income was -$5M.
How have Board of Trustees of Local 138 Pension Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Local 138 Pension Trust Fund's sponsor-wide assets declined 4.5%, from $116M to $111M.
Where does Local 138 Pension Trust Fund rank by assets among Form 5500 filers? ▼
Local 138 Pension Trust Fund ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Local 138 Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Marshall Medical Employees' Retirement Plan in CA ($111M, 934 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 138 Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is U.S. Silica Company Retirement Plan in TX (180 participants, $69M 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 116170655.

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.