Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of Local 272 Labor Management Pension Fund Pension Plan

Data updated 2026-08-11

$499M
Total assets: 7,002
Participants: 97th
Percentile by assets: $71,337
Avg per participant

Official DOL plan name: Local 272 Labor Management Pension Fund · Sponsored by Board of Trustees of Local 272 Labor Management Pension Fund · New York · Other Services

$499M in assets, 7,002 participants

Board of Trustees of Local 272 Labor Management Pension Fund's Local 272 Labor Management Pension Fund reported $499M in total assets and 7,002 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 127,072 plans)
#7,810 in Other Services (7,857 peers)

Coverage in New York

Local 272 Labor Management Pension Fund covers 7,002 participants in New York, 8.8x the typical New York plan (state average ~798 per filing). Assets: $499M.

$499M
total plan assets (2023 EOY): 7,002
covered participants: 97th
percentile by assets (of 127,072 plans): $71,337
avg assets per participant

Local 272 Labor Management Pension Fund reported net income rose from $22M in the plan year 2022 filing to $101M in the plan year 2023 filing.
Local 272 Labor Management Pension Fund reported participants rose from 4,690 in the plan year 2022 filing to 7,002 in the plan year 2023 filing.
Local 272 Labor Management Pension Fund end-of-year assets rose from $398M in the plan year 2022 filing to $499M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New York

Industry

Other Services

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Local 272 Labor Management Pension Fund reports 7,002 participants - 8.8x that state average ($499M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$398M
Net Assets (End of Year)	$497M
Net Income	$101M
Employer EIN	135673836
Plan Effective Date	1957-06-04
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees of Local 272 Labor Management Pension Fund)

Total plan assets by year, all Board of Trustees of Local 272 Labor Management Pension Fund plans on file

Year	Plans	Participants	Total Assets
2022	1	4,690	$398M
2023	1	7,002	$499M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 272 Labor Management Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

IBM Personal Pension Plan $25.0B · 14,881
Consolidated Edison Retirement Plan $16.2B · 10,779
1199seiu Health Care Employees Pension Fund $16.2B · 107,582
Pfizer Consolidated Pension Plan $11.0B · 9,616
Pepsico Employees Retirement Plan I $7.6B · 12,289

Compare Local 272 Labor Management Pension Fund side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Local 272 Labor Management Pension Fund by total assets, not by location.

Brown-Forman Corporation Salaried Employees Retirement Plan (KY) $499M · 1,160
General Dynamics Retirement Plan (Bath Iron Works) (VA) $500M · 1,521
Pension Plan for Certain Salaried Ees of Alcoa USA Corp. (PA) $500M · 197
Bimbo Bakeries USA Consolidated Pension Plan (PA) $501M · 3,238

Frequently Asked Questions

How did Local 272 Labor Management Pension Fund assets move in 2023? ▼

Local 272 Labor Management Pension Fund grew sharply - up 25.7% during 2023, from $398M to $499M. Reported net income was $101M.

How have Board of Trustees of Local 272 Labor Management Pension Fund plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Board of Trustees of Local 272 Labor Management Pension Fund's sponsor-wide assets grew 25.7%, from $398M to $499M.

Where does Local 272 Labor Management Pension Fund rank by assets among Form 5500 filers? ▼

Local 272 Labor Management Pension Fund ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Local 272 Labor Management Pension Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Brown-Forman Corporation Salaried Employees Retirement Plan in KY ($499M, 1,160 participants).

Next read for Local 272 Labor Management Pension Fund

Filing takeaways

Ways to act on Local 272 Labor Management Pension Fund's numbers.

By total assets, Local 272 Labor Management Pension Fund ranks in the top 5% 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 272 Labor Management Pension Fund's sponsor-wide assets have grown 25.7% since 2022 across 2 plan years on file. More Other Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 135673836.