Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees of the Road Carriers Local 707 Pension Fund Pension Plan
Data updated 2026-08-25
- $664M
- Total assets Above avg plan size
- 520
- Participants Below avg headcount
- 98th
- Percentile by assets National rank
- $1.3M
- Avg per participant High balance/head
Official DOL plan name: Road Carriers Local 707 Pension Fund · Sponsored by Board of Trustees of the Road Carriers Local 707 Pension Fund · New York · Transportation & Warehousing
$664M in assets, 520 participants
Board of Trustees of the Road Carriers Local 707 Pension Fund's Road Carriers Local 707 Pension Fund reported $664M in total assets and 520 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.
- #3,182 in Transportation & Warehousing (3,299 peers)
Where Road Carriers Local 707 Pension Fund sits by assets
Road Carriers Local 707 Pension Fund sits in the top 5% of all filed plans by assets, $664M for 520 participants (~$1.3M/participant), down 3.8% in 2024.
- #3,182
- in Transportation & Warehousing (3,299 peers)
- -3.8%
- assets change YoY
- 6.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $24M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Road Carriers Local 707 Pension Fund's outsized position by total assets
Road Carriers Local 707 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$663,539,715 Top 2% higher than 98% 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
Road Carriers Local 707 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. Road Carriers Local 707 Pension Fund sits mid-pack in the medium band (520 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Road Carriers Local 707 Pension Fund reported net income fell from $7M in the plan year 2023 filing to -$24M in the plan year 2024 filing.
- Road Carriers Local 707 Pension Fund reported participants fell from 686 in the plan year 2023 filing to 520 in the plan year 2024 filing.
- Road Carriers Local 707 Pension Fund end-of-year assets fell from $689M in the plan year 2023 filing to $664M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 516106510 · Board of Trustees of the Road Carriers Local 707 Pension Fund PY 2024 · Defined Benefit (Pension)
Road Carriers Local 707 Pension Fund · $664M · 520 · 98th
- TYPE $664M
- TYPE 520
- TYPE 98th
- TYPE Defined Benefit (Pension)
- TYPE near Structural Iw Local #1 Pension Plan
- TYPE ind #3182
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 Transportation & Warehousing retirement plans → · Plans in New York →
Road Carriers Local 707 Pension Fund in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $689M |
|---|---|
| Net Assets (End of Year) | $663M |
| Net Income | -$24M |
| Employer EIN | 516106510 |
| Plan Effective Date | 1950-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Road Carriers Local 707 Pension Fund)
Sponsor-wide plan assets over time
All Board of Trustees of the Road Carriers Local 707 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $664M 2.477476886274665% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 694 | $680M |
| 2023 | 1 | 686 | $689M |
| 2024 | 1 | 520 | $664M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
Road Carriers Local 707 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 Structural Iw Local #1 Pension Plan in IL ($664M); by covered participants it is National Basketball Association Players' Pension Plan in IN (520 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($664M here).
- Structural Iw Local #1 Pension Plan (IL) $664M · 1,224
- Retirement Plan for the Hourly Employees of Msd (NJ) $660M · 2,880
- Adm Retirement Plan (IL) $667M · 8,042
- GE Healthcare Legacy Affiliates Pension Plan (IL) $659M · 256
Similar participant headcount
Nearest other-state filings by covered participants (520 participants); asset peers above are excluded.
- National Basketball Association Players' Pension Plan (IN) 520 · 0 off
- Elevance Health Cash Balance Plan B (IN) 519 · 1 off
- Wec Energy Group Retirement Plan for Wisconsin Public Service Corporation (WI) 522 · 2 off
- Wps Pension Plan (WI) 518 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.