Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees of Local 522 Pension Fund Pension Plan
Data updated 2026-08-11
- $123M
- Total assets
- 844
- Participants
- 92nd
- Percentile by assets
- $145,787
- Avg per participant
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.
- 92nd percentile by assets (of 123,622 plans)
- #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.
- $123M
- total plan assets (2024 EOY)
- 844
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $145,787
- avg assets per participant
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.
Local 522 Pension Fund vs the 2024 asset distribution
By assets, Local 522 Pension Fund outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $108M |
|---|---|
| Net Assets (End of Year) | $123M |
| Net Income | $15M |
| Employer EIN | 116171611 |
| Plan Effective Date | 1958-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Local 522 Pension Fund)
| 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
- 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 522 Pension Fund by total assets, not by location.
- Owensboro Health Retirement Plan (KY) $123M · 1,045
- Midwest Pension Plan (IL) $123M · 1,725
- Cement Masons - Employers Pension Plan (OR) $123M · 445
- Plumbers Local No. 8 Pension Plan (MO) $123M · 710
Frequently Asked Questions
How did Local 522 Pension Fund assets move in 2024? ▼
How have Board of Trustees of Local 522 Pension Fund plan assets changed over time? ▼
Where does Local 522 Pension Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Local 522 Pension Fund? ▼
Next read for Local 522 Pension Fund
Scale reading
Ways to act on Local 522 Pension Fund's numbers.
- By total assets, Local 522 Pension Fund ranks in the top 10% 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
- Board of Trustees of Local 522 Pension Fund's sponsor-wide assets have grown 22.5% since 2022 across 3 plan years on file. More Wholesale Trade plans