Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees Local 807 Labor- Management Pension Fund Pension Plan
Data updated 2026-08-25
- $110M
- Total assets Near avg plan size
- 509
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $216,443
- Avg per participant Above avg balance/head
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.
- #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.
- #2,941
- in Transportation & Warehousing (3,299 peers)
- -8.7%
- assets change YoY
- 1.1×
- vs typical plan assets (national mean)
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.
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 2024 · DOL Form 5500
$110,169,513 Top 9% higher than 91% 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
Local 807 Labor Management Pension Fund among mid-size filed plans by headcount
Plan-year 2024 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 (509 participants).
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.
Form 5500 schedule snapshot
Filing strip 516099111 · Board of Trustees Local 807 Labor- Management Pension Fund PY 2024 · Defined Benefit (Pension)
Local 807 Labor Management Pension Fund · $110M · 509 · 91st
- PHOTO $110M
- PHOTO 509
- PHOTO 91st
- PHOTO Defined Benefit (Pension)
- PHOTO near International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan
- PHOTO ind #2941
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
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)
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
| 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.
- 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
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 International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan in CT ($110M); by covered participants it is Retirement Income Plan for Employees of Ugi Utilities, Inc. in PA (508 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($110M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (509 participants); asset peers above are excluded.
- Retirement Income Plan for Employees of Ugi Utilities, Inc. (PA) 508 · 1 off
- Ericsson US Pension Plan (TX) 508 · 1 off
- Hunterdon Medical Center Employees' Pension Plan (NJ) 508 · 1 off
- Essential Utilities, Inc. Pension Plan (PA) 508 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.