Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees Local 413 Pension Trust Fund Pension Plan

Data updated 2026-08-25

$258K
Total assets Small plan by assets: N/A
Participants Small participant base: 12th
Percentile by assets National rank

PlainRetire home → About this data RSS: change history

Official DOL plan name: Local 413 Pension Trust Fund · Sponsored by Board of Trustees Local 413 Pension Trust Fund · New York · Manufacturing

$258K in assets, N/A participants

Board of Trustees Local 413 Pension Trust Fund's Local 413 Pension Trust Fund reported $258K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 12th 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.

#818 in Manufacturing (17,777 peers)

What the 2024 filing shows

Local 413 Pension Trust Fund holds $258K for N/A participants, among the smaller plans by assets on file.

#818
in Manufacturing (17,777 peers): -2.9%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 413 Pension Trust Fund among the smaller filed plans by assets

Local 413 Pension Trust Fund vs every filed plan by assets

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

$258,015 12th percentile higher than 12% 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 413 Pension Trust Fund reported net income fell from -$2M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
Local 413 Pension Trust Fund end-of-year assets fell from $266K in the plan year 2023 filing to $258K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 136621330 · Board of Trustees Local 413 Pension Trust Fund PY 2024 · Defined Benefit (Pension)

Local 413 Pension Trust Fund · $258K · N/A · 12th

TYPE $258K
NET N/A
BOOK 12th
VS-ST Defined Benefit (Pension)
BOY near Klein, Paull, Holleb & Jacobs, Ltd. Cash Balance Pension Plan & Trust
SCH ind #818

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 Manufacturing retirement plans → · Plans in New York →

End-of-year total assets ($M) among Local 413 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)	$266K
Net Assets (End of Year)	-$15M
Net Income	-$2M
Employer EIN	136621330
Plan Effective Date	1961-08-28
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees Local 413 Pension Trust Fund)

Latest sponsor-wide plan assets: $258K 6.8019765501397895% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$277K
2023	1	N/A	$266K
2024	1	N/A	$258K

Nearby Defined Benefit (Pension) Plans in New York

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

Local 413 Pension Trust 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 413 Pension Trust Fund side-by-side with 3 peers →

Local 413 Pension Trust 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 Klein, Paull, Holleb & Jacobs, Ltd. Cash Balance Pension Plan & Trust in IL at $258K (this filing: $258K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($258K here).

Klein, Paull, Holleb & Jacobs, Ltd. Cash Balance Pension Plan & Trust (IL) $258K · 2
Bankers Pension Plan and Trust, 1975 (NE) $257K · 120
Heather & Learka Cash Balance Plan (CA) $259K · 2
Law Offices of David B. Gardner Defined Benefit Pension Plan (CA) $256K · 3

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 413 Pension Trust Fund assets move in 2024? ▼

Local 413 Pension Trust Fund edged down modestly - down 2.9% during 2024, from $266K to $258K. Reported net income was -$2M.

How have Board of Trustees Local 413 Pension Trust Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees Local 413 Pension Trust Fund's sponsor-wide assets declined 6.8%, from $277K to $258K.

Where does Local 413 Pension Trust Fund rank by assets among Form 5500 filers? ▼

Local 413 Pension Trust Fund ranks in the 12th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which Defined Benefit (Pension) plans are similar in size to Local 413 Pension Trust Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Klein, Paull, Holleb & Jacobs, Ltd. Cash Balance Pension Plan & Trust in IL ($258K, 2 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 136621330.