Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees of Local 803 Pension Fund Pension Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets: N/A
Participants Small participant base: 73rd
Percentile by assets National rank

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Official DOL plan name: Local 803 Pension Fund · Sponsored by Board of Trustees of Local 803 Pension Fund · New York · Healthcare & Social Assistance

$23M in assets, N/A participants

Board of Trustees of Local 803 Pension Fund's Local 803 Pension Fund reported $23M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

#12,977 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Local 803 Pension Fund holds $23M for N/A participants, above the median plan by assets.

#12,977
in Healthcare & Social Assistance (16,916 peers): -3.8%
assets change YoY

The plan reported a net loss of $891K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 803 Pension Fund's outsized position by total assets

Local 803 Pension Fund vs every filed plan by assets

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

$22,610,288 Top 27% higher than 73% 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 803 Pension Fund reported net income fell from $538K in the plan year 2023 filing to -$891K in the plan year 2024 filing.
Local 803 Pension Fund end-of-year assets fell from $23M in the plan year 2023 filing to $23M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 132851614 · Board of Trustees of Local 803 Pension Fund PY 2024 · Defined Benefit (Pension)

Local 803 Pension Fund · $23M · N/A · 73rd

RANK $23M
RANK N/A
RANK 73rd
RANK Defined Benefit (Pension)
RANK near I.B.E.W. Local 81 Defined Benefit Pension Plan
RANK ind #12977

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

End-of-year total assets ($M) among Local 803 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	$23M
Net Assets (End of Year)	$23M
Net Income	-$891K
Employer EIN	132851614
Plan Effective Date	1976-12-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees of Local 803 Pension Fund)

Latest sponsor-wide plan assets: $23M 1.5428873458573598% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$23M
2023	1	N/A	$23M
2024	1	N/A	$23M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 803 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

IBM Personal Pension Plan $17.9B · 48,014
1199seiu Health Care Employees Pension Fund $16.9B · 111,833
Consolidated Edison Retirement Plan $15.6B · 10,608
Pfizer Consolidated Pension Plan $10.0B · 8,876
GE Energy Pension Plan $8.9B · 5,829

Compare Local 803 Pension Fund side-by-side with 3 peers →

Local 803 Pension Fund's closest out-of-state Defined Benefit (Pension) peers by assets

Outside New York, the nearest Defined Benefit (Pension) by end-of-year assets is I.B.E.W. Local 81 Defined Benefit Pension Plan in PA at $23M (this filing: $23M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

I.B.E.W. Local 81 Defined Benefit Pension Plan (PA) $23M · 351
Local 81 Int'l Assoc of Heat & Frost Insulators & Allied Workers Pension Plan (IL) $23M · 95
Oxychem Pension Plan for Union Represented Employees (TX) $23M · 398
Retirement Plan for Employees of Continental Divide Electric Cooperative Inc. (NM) $23M · 72

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 803 Pension Fund assets move in 2024? ▼

Local 803 Pension Fund edged down modestly - down 3.8% during 2024, from $23M to $23M. Reported net income was -$891K.

How have Board of Trustees of Local 803 Pension Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees of Local 803 Pension Fund's sponsor-wide assets declined 1.5%, from $23M to $23M.

Which Defined Benefit (Pension) plans are similar in size to Local 803 Pension Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is I.B.E.W. Local 81 Defined Benefit Pension Plan in PA ($23M, 351 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 132851614.