Defined Benefit (Pension) · DOL Form 5500 · 2024

Joint Board of Trustees of Local 153 Pension Fund Pension Plan

Data updated 2026-08-25

$130M
Total assets Near avg plan size
1,722
Participants Near avg headcount
92nd
Percentile by assets National rank
$75,453
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Local 153 Pension Fund · Sponsored by Joint Board of Trustees of Local 153 Pension Fund · New York · Other Services

$130M in assets, 1,722 participants

Joint Board of Trustees of Local 153 Pension Fund's Local 153 Pension Fund reported $130M in total assets and 1,722 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,520 in Other Services (7,719 peers)

Coverage in New York

Local 153 Pension Fund covers 1,722 participants in New York, 2.2x the typical New York plan (state average ~798 per filing). Assets: $130M.

#7,520
in Other Services (7,719 peers)
-6.5%
assets change YoY
1.3×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 153 Pension Fund's outsized position by total assets

Local 153 Pension Fund vs every filed plan by assets

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

$129,929,332 Top 8% higher than 92% 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 153 Pension 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 153 Pension Fund lands in the large band (1,722 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local 153 Pension Fund reported net income rose from -$11M in the plan year 2023 filing to -$9M in the plan year 2024 filing.
  • Local 153 Pension Fund end-of-year assets fell from $139M in the plan year 2023 filing to $130M in the plan year 2024 filing.
  • Local 153 Pension Fund reported participants rose from 1,628 in the plan year 2023 filing to 1,722 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 132864289 · Joint Board of Trustees of Local 153 Pension Fund PY 2024 · Defined Benefit (Pension)

Local 153 Pension Fund · $130M · 1,722 · 92nd

  • RANK $130M
  • PHOTO 1,722
  • IND 92nd
  • EOY Defined Benefit (Pension)
  • 5500 near IBEW Local #952 Ventura Division of La County Chapter NECA Pension Trust Fund
  • ASSETS ind #7520

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 Other Services retirement plans → · Plans in New York →

Local 153 Pension Fund in the asset neighbourhood

Cbera Plan C$130MIndustrial Carpenters and Precast Pension PlanIndustrial Carpenters and Pr…$130MIBEW Local #952 Ventura Division of La County Chapter NECA Pension Trust FundIBEW Local #952 Ventura Divi…$130MLocal 153 Pension Fund$130MBeebe Medical Center Pension PlanBeebe Medical Center Pension…$130M
End-of-year total assets ($M) among Local 153 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)$139M
Net Assets (End of Year)$129M
Net Income-$9M
Employer EIN132864289
Plan Effective Date1961-02-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Joint Board of Trustees of Local 153 Pension Fund)

Sponsor-wide plan assets over time

All Joint Board of Trustees of Local 153 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$130M 13.20614533577093% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $150M $130M ▼ -13.2%
Year Plans Participants Total Assets
2022 1 1,723 $150M
2023 1 1,628 $139M
2024 1 1,722 $130M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 153 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Local 153 Pension Fund, Total assets ($B): 0.129929332 · Participants: 1722Local 153 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 153 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 153 Pension Fund side-by-side with 3 peers →

Local 153 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 IBEW Local #952 Ventura Division of La County Chapter NECA Pension Trust Fund in CA ($130M); by covered participants it is Baxter International Inc. and Subsidiaries Pension Plan in IL (1,722 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($130M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,722 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 153 Pension Fund assets move in 2024? ▼
Local 153 Pension Fund pulled back noticeably - down 6.5% during 2024, from $139M to $130M. Reported net income was -$9M.
How have Joint Board of Trustees of Local 153 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joint Board of Trustees of Local 153 Pension Fund's sponsor-wide assets declined 13.2%, from $150M to $130M.
Where does Local 153 Pension Fund rank by assets among Form 5500 filers? ▼
Local 153 Pension Fund ranks in the 92nd 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 153 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is IBEW Local #952 Ventura Division of La County Chapter NECA Pension Trust Fund in CA ($130M, 349 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 153 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Baxter International Inc. and Subsidiaries Pension Plan in IL (1,722 participants, $1.3B 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 132864289.

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.