Defined Benefit (Pension) · DOL Form 5500 · 2024
Theatrical Teamsters Local 817 Pension Fund Pension Plan
Data updated 2026-08-06
- $753M
- Total assets
- 1,079
- Participants
- 98th
- Percentile by assets
- $697,660
- Avg per participant
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.
- 98th percentile by assets (of 116,472 plans)
- #7,940 in Finance & Insurance (8,240 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.
- $753M
- total plan assets (2024 EOY)
- 1,079
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $697,660
- avg assets per participant
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.
Local 817 Ibt Pension Fund vs the 2024 asset distribution
By assets, Local 817 Ibt Pension Fund outranks 98% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 7.5x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $625M |
|---|---|
| Net Assets (End of Year) | $753M |
| Net Income | $127M |
| Employer EIN | 112610489 |
| Plan Effective Date | 1959-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Theatrical Teamsters Local 817 Pension Fund)
| 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
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Local 817 Ibt Pension Fund by total assets, not by location.
- Rwjbarnabas Health Retirement Income Plan (NJ) $756M · 5,841
- District No. 9 International Association of Machin Aerospace Workers Pension Plan (MO) $749M · 2,181
- International Union of Operating Engineers Local Union No. 478, a-C-D-E Pension Plan (CT) $759M · 2,388
- Pacificorp Retirement Plan (OR) $747M · 1,007
Frequently Asked Questions
How did Local 817 Ibt Pension Fund assets move in 2024? ▼
How have Theatrical Teamsters Local 817 Pension Fund plan assets changed over time? ▼
Where does Local 817 Ibt Pension Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Local 817 Ibt Pension Fund? ▼
Next read for Local 817 Ibt Pension Fund
Scale reading
Ways to act on Local 817 Ibt Pension Fund's numbers.
- By total assets, Local 817 Ibt Pension Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Theatrical Teamsters Local 817 Pension Fund's sponsor-wide assets have grown 32.9% since 2022 across 3 plan years on file. More Finance & Insurance plans