Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees Local 807 Labor- Management Pension Fund Pension Plan

Data updated 2026-08-25

$121M
Total assets Near avg plan size
533
Participants Below avg headcount
92nd
Percentile by assets National rank
$226,338
Avg per participant Above avg balance/head
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Official DOL plan name: Local 807 Labor Management Pension Fund · Sponsored by Board of Trustees Local 807 Labor- Management Pension Fund · New York · Transportation & Warehousing

$121M in assets, 533 participants

Board of Trustees Local 807 Labor- Management Pension Fund's Local 807 Labor Management Pension Fund reported $121M in total assets and 533 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #3,042 in Transportation & Warehousing (3,362 peers)

Where Local 807 Labor Management Pension Fund sits by assets

Local 807 Labor Management Pension Fund sits in the top 10% of all filed plans by assets, $121M for 533 participants (~$226,338/participant), up 3.9% in 2023.

#3,042
in Transportation & Warehousing (3,362 peers)
+3.9%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Local 807 Labor Management Pension Fund's outsized position by total assets

Local 807 Labor Management Pension Fund vs every filed plan by assets

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

$120,638,007 Top 8% higher than 92% 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 807 Labor Management Pension Fund among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 807 Labor Management Pension Fund sits mid-pack in the medium band (533 participants).

DOL schedule card

Filing strip 516099111 · Board of Trustees Local 807 Labor- Management Pension Fund PY 2023 · Defined Benefit (Pension)

Local 807 Labor Management Pension Fund · $121M · 533 · 92nd

  • PCT $121M
  • EIN 533
  • RANK 92nd
  • PHOTO Defined Benefit (Pension)
  • IND near Teamsters Local Union No. 115 Pension Plan
  • EOY ind #3042

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 807 Labor Management Pension Fund in the asset neighbourhood

Ziply Fiber Pension Plan$121MLocal 807 Labor Management Pension FundLocal 807 Labor Management P…$121MTeamsters Local Union No. 115 Pension PlanTeamsters Local Union No. 11…$121MTower International Pension PlanTower International Pension …$120MIBEW Local 531 & NECA Pension PlanIBEW Local 531 & NECA Pensio…$120M
End-of-year total assets ($M) among Local 807 Labor Management Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$116M
Net Assets (End of Year)$120M
Net Income$5M
Employer EIN516099111
Plan Effective Date1950-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Local 807 Labor- Management Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees Local 807 Labor- Management Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$110M 8.677608541725993% vs 2023
2024 filing year
$105M$110M$115M$120M$125M 20232024 $121M $110M ▼ -8.7%
Year Plans Participants Total Assets
2023 1 533 $121M
2024 1 509 $110M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 807 Labor Management Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Local 807 Labor Management Pension Fund, Total assets ($B): 0.120638007 · Participants: 533Local 807 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 807 Labor Management Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 807 Labor Management Pension Fund side-by-side with 3 peers →

Local 807 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 Teamsters Local Union No. 115 Pension Plan in PA ($121M); by covered participants it is I.B.E.W. Local No. 728 Pension Fund in FL (533 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($121M here).

Similar participant headcount

Nearest other-state filings by covered participants (533 participants); asset peers above are excluded.

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 807 Labor Management Pension Fund assets move in 2023? ▼
Local 807 Labor Management Pension Fund edged up modestly - up 3.9% during 2023, from $116M to $121M. Reported net income was $5M.
How have Board of Trustees Local 807 Labor- Management Pension Fund plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Board of Trustees Local 807 Labor- Management Pension Fund's sponsor-wide assets declined 8.7%, from $121M to $110M.
Where does Local 807 Labor Management Pension Fund rank by assets among Form 5500 filers? ▼
Local 807 Labor Management Pension Fund ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Local 807 Labor Management Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Teamsters Local Union No. 115 Pension Plan in PA ($121M, 592 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 807 Labor Management Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is I.B.E.W. Local No. 728 Pension Fund in FL (533 participants, $67M 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 516099111.

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.