Defined Benefit (Pension) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$499M
Total assets Above avg plan size
7,002
Participants Above avg headcount
97th
Percentile by assets National rank
$71,337
Avg per participant Below avg balance/head
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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.

  • #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.

#7,810
in Other Services (7,857 peers)
+25.7%
assets growth YoY
5.0×
vs typical plan assets (national mean)

Local 272 Labor Management Pension Fund's outsized position by total assets

Local 272 Labor Management Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$499,498,380 Top 3% higher than 97% of 127,068 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 2023

Local 272 Labor Management Pension Fund's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 272 Labor Management Pension Fund lands in the large band (7,002 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

EBSA filing schedule strip

Filing strip 135673836 · Board of Trustees of Local 272 Labor Management Pension Fund PY 2023 · Defined Benefit (Pension)

Local 272 Labor Management Pension Fund · $499M · 7,002 · 97th

  • BOOK $499M
  • VS-ST 7,002
  • BOY 97th
  • SCH Defined Benefit (Pension)
  • EBSA near Brown-Forman Corporation Salaried Employees Retirement Plan
  • PART ind #7810

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 Other Services retirement plans → · Plans in New York →

Local 272 Labor Management Pension Fund in the asset neighbourhood

Bimbo Bakeries USA Consolidated Pension PlanBimbo Bakeries USA Consolida…$501MPension Plan for Certain Salaried Ees of Alcoa USA Corp.Pension Plan for Certain Sal…$500MGeneral Dynamics Retirement Plan (Bath Iron Works)General Dynamics Retirement …$500MLocal 272 Labor Management Pension FundLocal 272 Labor Management P…$499MBrown-Forman Corporation Salaried Employees Retirement PlanBrown-Forman Corporation Sal…$499M
End-of-year total assets ($M) among Local 272 Labor Management Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$398M
Net Assets (End of Year)$497M
Net Income$101M
Employer EIN135673836
Plan Effective Date1957-06-04
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Board of Trustees of Local 272 Labor Management Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$499M 25.658904792829567% vs 2022
2023 filing year
$350M$400M$450M$500M$550M 20222023 $398M $500M ▲ +25.7%
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 Scatter plot of 6 data points. 050000100000150000 -100102030 Total assets ($B) Participants Local 272 Labor Management Pension Fund, Total assets ($B): 0.49949838 · Participants: 7002Local 272 Labor Management Pension FundIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Local 272 Labor Management Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 272 Labor Management Pension Fund side-by-side with 3 peers →

Local 272 Labor Management 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 Brown-Forman Corporation Salaried Employees Retirement Plan in KY ($499M); by covered participants it is Electrical Contractors Assoc. of the City of Chgo Local Union 134, IBEW Joint Pension Trust of Chgo Pension Plan #2 in IL (7,000 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 272 Labor Management Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Electrical Contractors Assoc. of the City of Chgo Local Union 134, IBEW Joint Pension Trust of Chgo Pension Plan #2 in IL (7,000 participants, $2.4B in assets).

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.

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.