Defined Benefit (Pension) · DOL Form 5500 · 2024

Theatrical Teamsters Local 817 Pension Fund Pension Plan

Data updated 2026-08-25

$753M
Total assets Above avg plan size
1,079
Participants Near avg headcount
98th
Percentile by assets National rank
$697,660
Avg per participant High balance/head
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Official DOL plan name: Local 817 Ibt Pension Fund · Sponsored by Theatrical Teamsters Local 817 Pension Fund · New York · Finance & Insurance

$753M in assets, 1,079 participants

Theatrical Teamsters Local 817 Pension Fund's Local 817 Ibt Pension Fund reported $753M in total assets and 1,079 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,238 in Finance & Insurance (8,549 peers)

Where Local 817 Ibt Pension Fund sits by assets

Local 817 Ibt Pension Fund sits in the top 5% of all filed plans by assets, $753M for 1,079 participants (~$697,660/participant), up 20.4% in 2024.

#8,238
in Finance & Insurance (8,549 peers)
+20.4%
assets growth YoY
7.6×
vs typical plan assets (national mean)

Local 817 Ibt Pension Fund's outsized position by total assets

Local 817 Ibt Pension Fund vs every filed plan by assets

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

$752,774,895 Top 2% higher than 98% 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 817 Ibt 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 817 Ibt Pension Fund lands in the large band (1,079 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local 817 Ibt Pension Fund reported net income rose from $59M in the plan year 2023 filing to $127M in the plan year 2024 filing.
  • Local 817 Ibt Pension Fund reported participants fell from 1,488 in the plan year 2023 filing to 1,079 in the plan year 2024 filing.
  • Local 817 Ibt Pension Fund end-of-year assets rose from $625M in the plan year 2023 filing to $753M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 112610489 · Theatrical Teamsters Local 817 Pension Fund PY 2024 · Defined Benefit (Pension)

Local 817 Ibt Pension Fund · $753M · 1,079 · 98th

  • PCT $753M
  • PCT 1,079
  • PCT 98th
  • PCT Defined Benefit (Pension)
  • PCT near Rwjbarnabas Health Retirement Income Plan
  • PCT ind #8238

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 Finance & Insurance retirement plans → · Plans in New York →

Local 817 Ibt Pension Fund in the asset neighbourhood

International Union of Operating Engineers Local Union No. 478, a-C-D-E Pension PlanInternational Union of Opera…$759MRwjbarnabas Health Retirement Income PlanRwjbarnabas Health Retiremen…$756MLocal 817 Ibt Pension Fund$753MDistrict No. 9 International Association of Machin Aerospace Workers Pension PlanDistrict No. 9 International…$749MPacificorp Retirement Plan$747M
End-of-year total assets ($M) among Local 817 Ibt Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$625M
Net Assets (End of Year)$753M
Net Income$127M
Employer EIN112610489
Plan Effective Date1959-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Theatrical Teamsters Local 817 Pension Fund)

Sponsor-wide plan assets over time

All Theatrical Teamsters Local 817 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$753M 32.917644198510274% vs 2022
2024 filing year
$500M$600M$700M$800M 202220232024 $566M $753M ▲ +32.9%
Year Plans Participants Total Assets
2022 1 1,354 $566M
2023 1 1,488 $625M
2024 1 1,079 $753M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 817 Ibt Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Local 817 Ibt Pension Fund, Total assets ($B): 0.752774895 · Participants: 1079Local 817 Ibt 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 817 Ibt Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 817 Ibt Pension Fund side-by-side with 3 peers →

Local 817 Ibt 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 Rwjbarnabas Health Retirement Income Plan in NJ ($756M); by covered participants it is IBEW Local 701 Pension Fund in IL (1,078 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,079 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 817 Ibt Pension Fund assets move in 2024? ▼
Local 817 Ibt Pension Fund grew sharply - up 20.4% during 2024, from $625M to $753M. Reported net income was $127M.
How have Theatrical Teamsters Local 817 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Theatrical Teamsters Local 817 Pension Fund's sponsor-wide assets grew 32.9%, from $566M to $753M.
Where does Local 817 Ibt Pension Fund rank by assets among Form 5500 filers? ▼
Local 817 Ibt Pension Fund ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Local 817 Ibt Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Rwjbarnabas Health Retirement Income Plan in NJ ($756M, 5,841 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 817 Ibt Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is IBEW Local 701 Pension Fund in IL (1,078 participants, $528M 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 112610489.

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.