Defined Benefit (Pension) · DOL Form 5500 · 2024
Bd of Trustees Amalgamated Transit Workers Local 854 Pension Fund Pension Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 1,304
- Participants Near avg headcount
- 70th
- Percentile by assets National rank
- $15,186
- Avg per participant Low balance/head
Official DOL plan name: Amalgamated Transit Workers Local 854 Pension Fund · Sponsored by Bd of Trustees Amalgamated Transit Workers Local 854 Pension Fund · New York · Finance & Insurance
$20M in assets, 1,304 participants
Bd of Trustees Amalgamated Transit Workers Local 854 Pension Fund's Amalgamated Transit Workers Local 854 Pension Fund reported $20M in total assets and 1,304 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #4,704 in Finance & Insurance (8,549 peers)
Bd of Trustees Amalgamated Transit Workers Local 854 Pension Fund multi-year trail
Bd of Trustees Amalgamated Transit Workers Local 854 Pension Fund's plans moved +59.3% in assets from 2022 to 2024; this filing shows Amalgamated Transit Workers Local 854 Pension Fund at $20M / 1,304 participants.
- #4,704
- in Finance & Insurance (8,549 peers)
- +22.6%
- assets growth YoY
Amalgamated Transit Workers Local 854 Pension Fund's outsized position by total assets
Amalgamated Transit Workers Local 854 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,802,493 Top 30% higher than 70% 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
Amalgamated Transit Workers Local 854 Pension Fund's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amalgamated Transit Workers Local 854 Pension Fund lands in the large band (1,304 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2024
- Amalgamated Transit Workers Local 854 Pension Fund end-of-year assets rose from $12M in the plan year 2022 filing to $20M in the plan year 2024 filing.
- Amalgamated Transit Workers Local 854 Pension Fund reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2024 filing.
- Amalgamated Transit Workers Local 854 Pension Fund reported participants fell from 1,522 in the plan year 2022 filing to 1,304 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 850774781 · Bd of Trustees Amalgamated Transit Workers Local 854 Pension Fund PY 2024 · Defined Benefit (Pension)
Amalgamated Transit Workers Local 854 Pension Fund · $20M · 1,304 · 70th
- 5500 $20M
- ASSETS 1,304
- PCT 70th
- EIN Defined Benefit (Pension)
- RANK near Pillsbury Winthrop Shaw Pittman LLP Cash Balance Plan No. 1
- PHOTO ind #4704
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 Finance & Insurance retirement plans → · Plans in New York →
Amalgamated Transit Workers Local 854 Pension Fund in the asset neighbourhood
Bd of Trustees Amalgamated Transit Workers Local 854 Pension Fund multi-year asset trail
Sponsor-wide plan assets over time
All Bd of Trustees Amalgamated Transit Workers Local 854 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 59.29930163290188% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,522 | $12M |
| 2024 | 1 | 1,304 | $20M |
Bd of Trustees Amalgamated Transit Workers Local 854 Pension Fund filing trail (2024)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $4M |
| Employer EIN | 850774781 |
| Plan Effective Date | 2020-06-01 |
| Filing Status | FILING RECEIVED |
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
Amalgamated Transit Workers Local 854 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 Pillsbury Winthrop Shaw Pittman LLP Cash Balance Plan No. 1 in CA ($20M); by covered participants it is Teamsters Retirement Pension Plan in MN (1,305 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Pillsbury Winthrop Shaw Pittman LLP Cash Balance Plan No. 1 (CA) $20M · 108
- Essentra Holdings Corp Pension Plan for Hourly Employees (IL) $20M · N/A
- Old Dutch Foods Inc Country Salesmen Pension Plan (MN) $20M · 104
- Trona Valley Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust (WY) $20M · 72
Similar participant headcount
Nearest other-state filings by covered participants (1,304 participants); asset peers above are excluded.
- Teamsters Retirement Pension Plan (MN) 1,305 · 1 off
- Sheet Metal Workers Local Union No. 80 Pension Fund (MI) 1,303 · 1 off
- Carrier Represented Employee Pension Plan (FL) 1,307 · 3 off
- Acushnet Company Pension Plan (MA) 1,307 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.