Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees of Local 522 Pension Fund Pension Plan

Data updated 2026-08-25

$123M
Total assets Near avg plan size
844
Participants Near avg headcount
92nd
Percentile by assets National rank
$145,787
Avg per participant Above avg balance/head
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Official DOL plan name: Local 522 Pension Fund · Sponsored by Board of Trustees of Local 522 Pension Fund · New York · Wholesale Trade

$123M in assets, 844 participants

Board of Trustees of Local 522 Pension Fund's Local 522 Pension Fund reported $123M in total assets and 844 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.

  • #5,681 in Wholesale Trade (6,080 peers)

Where Local 522 Pension Fund sits by assets

Local 522 Pension Fund sits in the top 10% of all filed plans by assets, $123M for 844 participants (~$145,787/participant), up 13.5% in 2024.

#5,681
in Wholesale Trade (6,080 peers)
+13.5%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Local 522 Pension Fund's outsized position by total assets

Local 522 Pension Fund vs every filed plan by assets

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

$123,043,876 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 522 Pension Fund among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 522 Pension Fund sits mid-pack in the medium band (844 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local 522 Pension Fund reported net income rose from $8M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Local 522 Pension Fund end-of-year assets rose from $108M in the plan year 2023 filing to $123M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 116171611 · Board of Trustees of Local 522 Pension Fund PY 2024 · Defined Benefit (Pension)

Local 522 Pension Fund · $123M · 844 · 92nd

  • BOY $123M
  • BOY 844
  • BOY 92nd
  • BOY Defined Benefit (Pension)
  • BOY near Owensboro Health Retirement Plan
  • BOY ind #5681

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 Wholesale Trade retirement plans → · Plans in New York →

Local 522 Pension Fund in the asset neighbourhood

Plumbers Local No. 8 Pension PlanPlumbers Local No. 8 Pension…$123MCement Masons - Employers Pension PlanCement Masons - Employers Pe…$123MMidwest Pension Plan$123MLocal 522 Pension Fund$123MOwensboro Health Retirement PlanOwensboro Health Retirement …$123M
End-of-year total assets ($M) among Local 522 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)$108M
Net Assets (End of Year)$123M
Net Income$15M
Employer EIN116171611
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Local 522 Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Local 522 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$123M 22.537871788373245% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $100M $123M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 857 $100M
2023 1 846 $108M
2024 1 844 $123M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 522 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Local 522 Pension Fund, Total assets ($B): 0.123043876 · Participants: 844Local 522 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 522 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 522 Pension Fund side-by-side with 3 peers →

Local 522 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 Owensboro Health Retirement Plan in KY ($123M); by covered participants it is Salaried Employee Pension Plan for Kapl Employees and Retirees in PA (843 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($123M here).

Similar participant headcount

Nearest other-state filings by covered participants (844 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 522 Pension Fund assets move in 2024? ▼
Local 522 Pension Fund grew at a solid clip - up 13.5% during 2024, from $108M to $123M. Reported net income was $15M.
How have Board of Trustees of Local 522 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Local 522 Pension Fund's sponsor-wide assets grew 22.5%, from $100M to $123M.
Where does Local 522 Pension Fund rank by assets among Form 5500 filers? ▼
Local 522 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 522 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Owensboro Health Retirement Plan in KY ($123M, 1,045 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 522 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Salaried Employee Pension Plan for Kapl Employees and Retirees in PA (843 participants, $1.1B 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 116171611.

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.