Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees Local 422 Pension Trust Fund Pension Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets: N/A
Participants Small participant base: 65th
Percentile by assets National rank

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Official DOL plan name: Local 422 Pension Trust Fund · Sponsored by Board of Trustees Local 422 Pension Trust Fund · Ohio · Wholesale Trade

$15M in assets, N/A participants

Board of Trustees Local 422 Pension Trust Fund's Local 422 Pension Trust Fund reported $15M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

#3,541 in Wholesale Trade (6,080 peers)

What the 2024 filing shows

Local 422 Pension Trust Fund holds $15M for N/A participants, above the median plan by assets.

#3,541
in Wholesale Trade (6,080 peers): -4.0%
assets change YoY

The plan reported a net loss of $638K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 422 Pension Trust Fund's mid-pack asset rank among Wholesale Trade and all filers

Local 422 Pension Trust Fund vs every filed plan by assets

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

$15,488,930 Top 35% higher than 65% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Local 422 Pension Trust Fund reported net income fell from -$164K in the plan year 2023 filing to -$638K in the plan year 2024 filing.
Local 422 Pension Trust Fund end-of-year assets fell from $16M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 341907614 · Board of Trustees Local 422 Pension Trust Fund PY 2024 · Defined Benefit (Pension)

Local 422 Pension Trust Fund · $15M · N/A · 65th

IND $15M
IND N/A
IND 65th
IND Defined Benefit (Pension)
IND near The Ertl Company Retirement Plan for Hourly Employees
IND ind #3541

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 Wholesale Trade retirement plans → · Plans in Ohio →

End-of-year total assets ($M) among Local 422 Pension Trust Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	$16M
Net Assets (End of Year)	$15M
Net Income	-$638K
Employer EIN	341907614
Plan Effective Date	1967-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees Local 422 Pension Trust Fund)

Latest sponsor-wide plan assets: $15M 5.00374736733645% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$16M
2023	1	N/A	$16M
2024	1	N/A	$15M

Nearby Defined Benefit (Pension) Plans in Ohio

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

Local 422 Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants

GE Aerospace Pension Plan $19.0B · 9,637
Firstenergy Corp. Master Pension Plan $6.5B · 12,187
American Electric Power System Retirement Plan $4.1B · 16,073
Ohio Operating Engineers Pension Plan $3.9B · 10,387
Parker Defined Benefit Pension Plan $3.5B · 8,120

Compare Local 422 Pension Trust Fund side-by-side with 3 peers →

Local 422 Pension Trust Fund's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Ohio, the nearest Defined Benefit (Pension) by end-of-year assets is The Ertl Company Retirement Plan for Hourly Employees in IL at $15M (this filing: $15M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

The Ertl Company Retirement Plan for Hourly Employees (IL) $15M · 11
Georgetown University Retirement Plan (DC) $15M · 604
Kik Custom Products Pension Plan (GA) $15M · 59
New England Sinai Hospital Pension Plan (TX) $15M · 64

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 422 Pension Trust Fund assets move in 2024? ▼

Local 422 Pension Trust Fund edged down modestly - down 4.0% during 2024, from $16M to $15M. Reported net income was -$638K.

How have Board of Trustees Local 422 Pension Trust Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees Local 422 Pension Trust Fund's sponsor-wide assets declined 5.0%, from $16M to $15M.

Which Defined Benefit (Pension) plans are similar in size to Local 422 Pension Trust Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is The Ertl Company Retirement Plan for Hourly Employees in IL ($15M, 11 participants).

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 341907614.