Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees Local 805 Pension Plan

Data updated 2026-08-25

$177M
Total assets Near avg plan size
453
Participants Below avg headcount
94th
Percentile by assets National rank
$390,808
Avg per participant High balance/head
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Official DOL plan name: Local 805 Pension & Retirement Fund · Sponsored by Board of Trustees Local 805 · New York · Transportation & Warehousing

$177M in assets, 453 participants

Board of Trustees Local 805's Local 805 Pension & Retirement Fund reported $177M in total assets and 453 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,037 in Transportation & Warehousing (3,299 peers)

Where Local 805 Pension & Retirement Fund sits by assets

Local 805 Pension & Retirement Fund sits in the top 10% of all filed plans by assets, $177M for 453 participants (~$390,808/participant), down 2.2% in 2024.

#3,037
in Transportation & Warehousing (3,299 peers)
-2.2%
assets change YoY
1.8×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 805 Pension & Retirement Fund's outsized position by total assets

Local 805 Pension & Retirement Fund vs every filed plan by assets

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

$177,036,106 Top 6% higher than 94% 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 805 Pension & Retirement 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 805 Pension & Retirement Fund sits mid-pack in the medium band (453 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local 805 Pension & Retirement Fund reported net income rose from -$2M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Local 805 Pension & Retirement Fund end-of-year assets fell from $181M in the plan year 2023 filing to $177M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 131917612 · Board of Trustees Local 805 PY 2024 · Defined Benefit (Pension)

Local 805 Pension & Retirement Fund · $177M · 453 · 94th

  • EBSA $177M
  • PART 453
  • TYPE 94th
  • NET Defined Benefit (Pension)
  • BOOK near Northwest Permanente, P.C., Cash Balance Plan
  • VS-ST ind #3037

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 →

Local 805 Pension & Retirement Fund in the asset neighbourhood

Northwest Permanente, P.C., Cash Balance PlanNorthwest Permanente, P.C., …$177MLocal 805 Pension & Retirement FundLocal 805 Pension & Retireme…$177MPlumbers & Pipefitters U.a. Local 85 Pension PlanPlumbers & Pipefitters U.a. …$177MDel Monte Foods Corporation II Inc. Retirement PlanDel Monte Foods Corporation …$177MIngersoll Rand Industrial U.S., Inc. Pension PlanIngersoll Rand Industrial U.…$176M
End-of-year total assets ($M) among Local 805 Pension & Retirement 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)$181M
Net Assets (End of Year)$176M
Net Income-$1M
Employer EIN131917612
Plan Effective Date1954-12-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Local 805)

Sponsor-wide plan assets over time

All Board of Trustees Local 805 plans reported in each filing year

Latest sponsor-wide plan assets
$177M 1.3862312699485744% vs 2022
2024 filing year
$176M$178M$180M$182M 202220232024 $180M $177M ▼ -1.4%
Year Plans Participants Total Assets
2022 2 447 $180M
2023 1 452 $181M
2024 1 453 $177M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 805 Pension & Retirement Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Local 805 Pension & Retirement Fund, Total assets ($B): 0.177036106 · Participants: 453Local 805 Pension & Retirement 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 805 Pension & Retirement Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 805 Pension & Retirement Fund side-by-side with 3 peers →

Local 805 Pension & Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Northwest Permanente, P.C., Cash Balance Plan in OR ($177M); by covered participants it is Cbera Plan C in MA (453 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (453 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 805 Pension & Retirement Fund assets move in 2024? ▼
Local 805 Pension & Retirement Fund edged down modestly - down 2.2% during 2024, from $181M to $177M. Reported net income was -$1M.
How have Board of Trustees Local 805 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Local 805's sponsor-wide assets declined 1.4%, from $180M to $177M.
Where does Local 805 Pension & Retirement Fund rank by assets among Form 5500 filers? ▼
Local 805 Pension & Retirement Fund ranks in the 94th 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 805 Pension & Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Northwest Permanente, P.C., Cash Balance Plan in OR ($177M, 1,158 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 805 Pension & Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cbera Plan C in MA (453 participants, $130M 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 131917612.

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.