Local 837 Pension Fund Board of Trustees401(k)
LOCAL 837 401K PLAN · PHILADELPHIA, PA · plan year 2022
Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works
Local 837 Pension Fund Board of Trustees reported $64,960 in plan administrative expenses for 2022: 2.97% of average plan assets, higher than ~90% of peers. Employer contributions averaged -$1,583 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 2 years on file its reported administrative ratio fell from 2.97% to 1.18%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Pennsylvania (3,410th of 3,651), and 4,679th of 4,798 in finance & insurance.
Local 837 Pension Fund Board of Trustees's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 236527213 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.