Defined Benefit (Pension) · DOL Form 5500 · 2024

Local 463 Pension Fund Board of Trustees Pension Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
190
Participants Below avg headcount
90th
Percentile by assets National rank
$477,009
Avg per participant High balance/head
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Official DOL plan name: Local 463 Pension Fund · Sponsored by Local 463 Pension Fund Board of Trustees · New York · Construction

$91M in assets, 190 participants

Local 463 Pension Fund Board of Trustees's Local 463 Pension Fund reported $91M in total assets and 190 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,964 in Construction (9,039 peers)

Coverage in New York

Local 463 Pension Fund covers 190 participants in New York, about 24% of the average New York filer (state average ~798 per filing). Assets: $91M.

#7,964
in Construction (9,039 peers)
+3.6%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Local 463 Pension Fund's outsized position by total assets

Local 463 Pension Fund vs every filed plan by assets

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

$90,631,645 Top 10% higher than 90% 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 463 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 463 Pension Fund sits mid-pack in the medium band (190 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local 463 Pension Fund reported net income fell from $7M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Local 463 Pension Fund reported participants fell from 218 in the plan year 2023 filing to 190 in the plan year 2024 filing.
  • Local 463 Pension Fund end-of-year assets rose from $87M in the plan year 2023 filing to $91M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 111800729 · Local 463 Pension Fund Board of Trustees PY 2024 · Defined Benefit (Pension)

Local 463 Pension Fund · $91M · 190 · 90th

  • ASSETS $91M
  • PCT 190
  • EIN 90th
  • RANK Defined Benefit (Pension)
  • PHOTO near Cincinnati Bell Management Pension Plan
  • IND ind #7964

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 Construction retirement plans → · Plans in New York →

Local 463 Pension Fund in the asset neighbourhood

Southern Bank and Trust Company Pension PlanSouthern Bank and Trust Comp…$91MIlwu (Hawaii) Employers General Pension PlanIlwu (Hawaii) Employers Gene…$91MLocal 463 Pension Fund$91MCincinnati Bell Management Pension PlanCincinnati Bell Management P…$91MEmployer-Industrial Sheet Metal Workers Local 16 Pension TrustEmployer-Industrial Sheet Me…$91M
End-of-year total assets ($M) among Local 463 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$90M
Net Income$3M
Employer EIN111800729
Plan Effective Date1956-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Local 463 Pension Fund Board of Trustees)

Sponsor-wide plan assets over time

All Local 463 Pension Fund Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$91M 13.12411505982788% vs 2022
2024 filing year
$75M$80M$85M$90M$95M 202220232024 $80.1M $90.6M ▲ +13.1%
Year Plans Participants Total Assets
2022 1 216 $80M
2023 1 218 $87M
2024 1 190 $91M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 463 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Local 463 Pension Fund, Total assets ($B): 0.090631645 · Participants: 190Local 463 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 463 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 463 Pension Fund side-by-side with 3 peers →

Local 463 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 Cincinnati Bell Management Pension Plan in OH ($91M); by covered participants it is Major League Baseball Pension Plan for Non-Uniformed Personnel in AZ (190 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (190 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 463 Pension Fund assets move in 2024? ▼
Local 463 Pension Fund edged up modestly - up 3.6% during 2024, from $87M to $91M. Reported net income was $3M.
How have Local 463 Pension Fund Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Local 463 Pension Fund Board of Trustees's sponsor-wide assets grew 13.1%, from $80M to $91M.
Where does Local 463 Pension Fund rank by assets among Form 5500 filers? ▼
Local 463 Pension Fund ranks in the 90th 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 463 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cincinnati Bell Management Pension Plan in OH ($91M, 613 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 463 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Major League Baseball Pension Plan for Non-Uniformed Personnel in AZ (190 participants, $49M 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 111800729.

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.