Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees Local 807 Labor- Management Pension Fund Pension Plan
Data updated 2026-08-11
- $110M
- Total assets
- 509
- Participants
- 91st
- Percentile by assets
- $216,443
- Avg per participant
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
$110M in assets, 509 participants
Board of Trustees Local 807 Labor- Management Pension Fund's Local 807 Labor Management Pension Fund reported $110M in total assets and 509 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- 91st percentile by assets (of 123,622 plans)
- #2,941 in Transportation & Warehousing (3,299 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, $110M for 509 participants (~$216,443/participant), down 8.7% in 2024.
- $110M
- total plan assets (2024 EOY)
- 509
- covered participants
- 91st
- percentile by assets (of 123,622 plans)
- $216,443
- avg assets per participant
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Local 807 Labor Management Pension Fund reported net income fell from $5M in the plan year 2023 filing to -$11M in the plan year 2024 filing.
- Local 807 Labor Management Pension Fund end-of-year assets fell from $121M in the plan year 2023 filing to $110M in the plan year 2024 filing.
- Local 807 Labor Management Pension Fund reported participants fell from 533 in the plan year 2023 filing to 509 in the plan year 2024 filing.
Local 807 Labor Management Pension Fund vs the 2024 asset distribution
By assets, Local 807 Labor Management Pension Fund outranks 91% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $121M |
|---|---|
| Net Assets (End of Year) | $109M |
| Net Income | -$11M |
| Employer EIN | 516099111 |
| Plan Effective Date | 1950-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Local 807 Labor- Management Pension Fund)
| 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
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Local 807 Labor Management Pension Fund by total assets, not by location.
- International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan (CT) $110M · 696
- International Association of Firefighters Staff Representatives Pension Plan (DC) $110M · 64
- Wesbanco, Inc. Defined Benefit Pension Plan (WV) $110M · 267
- Contran Corporation Pension Plan (TX) $110M · 68
Frequently Asked Questions
How did Local 807 Labor Management Pension Fund assets move in 2024? ▼
How have Board of Trustees Local 807 Labor- Management Pension Fund plan assets changed over time? ▼
Where does Local 807 Labor Management Pension Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Local 807 Labor Management Pension Fund? ▼
Next read for Local 807 Labor Management Pension Fund
Scale reading
Ways to act on Local 807 Labor Management Pension Fund's numbers.
- By total assets, Local 807 Labor Management Pension Fund ranks in the top 10% 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 Local 807 Labor- Management Pension Fund's sponsor-wide assets have declined 8.7% since 2023 across 2 plan years on file. More Transportation & Warehousing plans