Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees of Local 816 Labor and Management Pension Trust Fund Pension Plan

Data updated 2026-08-25

$153M
Total assets Near avg plan size
572
Participants Below avg headcount
93rd
Percentile by assets National rank
$267,015
Avg per participant High balance/head
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Official DOL plan name: Local 816 Labor & Management Pension Trust Fund · Sponsored by Board of Trustees of Local 816 Labor and Management Pension Trust Fund · New York · Retail Trade

$153M in assets, 572 participants

Board of Trustees of Local 816 Labor and Management Pension Trust Fund's Local 816 Labor & Management Pension Trust Fund reported $153M in total assets and 572 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,727 in Retail Trade (8,048 peers)

Where Local 816 Labor & Management Pension Trust Fund sits by assets

Local 816 Labor & Management Pension Trust Fund sits in the top 10% of all filed plans by assets, $153M for 572 participants (~$267,015/participant), up 16.8% in 2024.

#7,727
in Retail Trade (8,048 peers)
+16.8%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Local 816 Labor & Management Pension Trust Fund's outsized position by total assets

Local 816 Labor & Management Pension Trust Fund vs every filed plan by assets

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

$152,732,544 Top 7% higher than 93% 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 816 Labor & Management Pension Trust 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 816 Labor & Management Pension Trust Fund sits mid-pack in the medium band (572 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local 816 Labor & Management Pension Trust Fund reported net income rose from $14M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Local 816 Labor & Management Pension Trust Fund end-of-year assets rose from $131M in the plan year 2023 filing to $153M in the plan year 2024 filing.
  • Local 816 Labor & Management Pension Trust Fund reported participants fell from 593 in the plan year 2023 filing to 572 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 131869789 · Board of Trustees of Local 816 Labor and Management Pension Trust Fund PY 2024 · Defined Benefit (Pension)

Local 816 Labor & Management Pension Trust Fund · $153M · 572 · 93rd

  • PHOTO $153M
  • IND 572
  • EOY 93rd
  • 5500 Defined Benefit (Pension)
  • ASSETS near Exelon Corporation Pension Plan for Bargaining Unit Employees
  • PCT ind #7727

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 Retail Trade retirement plans → · Plans in New York →

Local 816 Labor & Management Pension Trust Fund in the asset neighbourhood

Exelon Corporation Pension Plan for Bargaining Unit EmployeesExelon Corporation Pension P…$153MLocal 816 Labor & Management Pension Trust FundLocal 816 Labor & Management…$153MPlumbers & Steamfitters Local 43 Pension FundPlumbers & Steamfitters Loca…$153MInternational Brotherhood of Teamsters Retirement & Family ProtectionInternational Brotherhood of…$152MU.a. Plumbers 63 & Steamfitters 353 Joint PensionU.a. Plumbers 63 & Steamfitt…$152M
End-of-year total assets ($M) among Local 816 Labor & Management Pension Trust 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)$131M
Net Assets (End of Year)$152M
Net Income$21M
Employer EIN131869789
Plan Effective Date1958-05-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Local 816 Labor and Management Pension Trust Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Local 816 Labor and Management Pension Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$153M 31.52058566425211% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $116M $153M ▲ +31.5%
Year Plans Participants Total Assets
2022 1 581 $116M
2023 1 593 $131M
2024 1 572 $153M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 816 Labor & Management Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Local 816 Labor & Management Pension Trust Fund, Total assets ($B): 0.152732544 · Participants: 572Local 816 Labor & Management Pension Trust 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 816 Labor & Management Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 816 Labor & Management Pension Trust Fund side-by-side with 3 peers →

Local 816 Labor & Management Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Exelon Corporation Pension Plan for Bargaining Unit Employees in IL ($153M); by covered participants it is Sgs North America Inc. Pension Plan in NJ (571 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (572 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 816 Labor & Management Pension Trust Fund assets move in 2024? ▼
Local 816 Labor & Management Pension Trust Fund grew sharply - up 16.8% during 2024, from $131M to $153M. Reported net income was $21M.
How have Board of Trustees of Local 816 Labor and Management Pension Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Local 816 Labor and Management Pension Trust Fund's sponsor-wide assets grew 31.5%, from $116M to $153M.
Where does Local 816 Labor & Management Pension Trust Fund rank by assets among Form 5500 filers? ▼
Local 816 Labor & Management Pension Trust Fund ranks in the 93rd 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 816 Labor & Management Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Exelon Corporation Pension Plan for Bargaining Unit Employees in IL ($153M, 2,340 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 816 Labor & Management Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sgs North America Inc. Pension Plan in NJ (571 participants, $141M 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 131869789.

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.