Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees of Local 854 Pension Fund Pension Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
N/A
Participants Small participant base
86th
Percentile by assets National rank
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Official DOL plan name: Local 854 Pension Fund · Sponsored by Board of Trustees of Local 854 Pension Fund · New York · Transportation & Warehousing

$62M in assets, N/A participants

Board of Trustees of Local 854 Pension Fund's Local 854 Pension Fund reported $62M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,793 in Transportation & Warehousing (3,299 peers)

Where Local 854 Pension Fund sits by assets

Local 854 Pension Fund sits in the top quartile of all filed plans by assets, $62M for N/A participants, down 22.4% in 2024.

#2,793
in Transportation & Warehousing (3,299 peers)
-22.4%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 854 Pension Fund's outsized position by total assets

Local 854 Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$62,036,885 Top 14% higher than 86% of 123,620 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 2024

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local 854 Pension Fund reported net income fell from -$5M in the plan year 2023 filing to -$13M in the plan year 2024 filing.
  • Local 854 Pension Fund end-of-year assets fell from $80M in the plan year 2023 filing to $62M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 112159181 · Board of Trustees of Local 854 Pension Fund PY 2024 · Defined Benefit (Pension)

Local 854 Pension Fund · $62M · N/A · 86th

  • PCT $62M
  • PCT N/A
  • PCT 86th
  • PCT Defined Benefit (Pension)
  • PCT near Nc Farm Bureau Co Retirement Plan
  • PCT ind #2793

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 854 Pension Fund in the asset neighbourhood

Iron Workers No 28 Pension FundIron Workers No 28 Pension F…$62MLocal 854 Pension Fund$62MNc Farm Bureau Co Retirement PlanNc Farm Bureau Co Retirement…$62MCopeland Corporation Retirement Income Plan for Employees in Collective Bargaining UnitCopeland Corporation Retirem…$62MSgl Group US Retirement Plan$62M
End-of-year total assets ($M) among Local 854 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$62M
Net Income-$13M
Employer EIN112159181
Plan Effective Date1964-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Local 854 Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Local 854 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$62M 24.181501635581476% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $81.8M $62M ▼ -24.2%
Year Plans Participants Total Assets
2022 1 N/A $82M
2023 1 N/A $80M
2024 1 N/A $62M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 854 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Local 854 Pension Fund, Total assets ($B): 0.062036885 · Participants: 0Local 854 Pension FundIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Local 854 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 854 Pension Fund side-by-side with 3 peers →

Local 854 Pension Fund's closest out-of-state Defined Benefit (Pension) peers by assets

Outside New York, the nearest Defined Benefit (Pension) by end-of-year assets is Nc Farm Bureau Co Retirement Plan in NC at $62M (this filing: $62M).

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Local 854 Pension Fund assets move in 2024? ▼
Local 854 Pension Fund declined sharply - down 22.4% during 2024, from $80M to $62M. Reported net income was -$13M.
How have Board of Trustees of Local 854 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Local 854 Pension Fund's sponsor-wide assets declined 24.2%, from $82M to $62M.
Where does Local 854 Pension Fund rank by assets among Form 5500 filers? ▼
Local 854 Pension Fund ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Local 854 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Nc Farm Bureau Co Retirement Plan in NC ($62M, 562 participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 112159181.

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.