Local 298 Annuity Fund 401(k) and pension plans

Local 298 Annuity Fund, Valley Stream, NY. EIN 11-6049445. Annual reports 2009–2024. Also filed as Local 298 Pension Fund.

Local 298 Annuity Fund has 2 active retirement plans on file. The largest is the Local 298 Annuity Fund, with 4,515 participants and $15.6 million in assets in 2024.

Active plans: 2
Participants: 6,906
Plan assets: $42.8 million
Administered by: Eastern States Joint Board
Plans on file: 2
Industry: Manufacturing

All 2 plans

Active plans first

Local 298 Annuity Fund

401(k)ActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 11-6049445
Participants (2024): 4,515
Net assets (2024): $15.6 million
Plan administrator: Local 298 Annuity Fund
201 West Valley Stream BLVD
Valley Stream, NY 11580
(516) 825-1851As filed for 2024
In effect since: January 1, 2002

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,515	$15.6 million	not listed
2023	4,000	$11.7 million	not listed
2022	2,500	$7.8 million	not listed
2021	800	$6.6 million	not listed
2020	600	$4.6 million	not listed
2019	575	$3.7 million	not listed
2018	550	$2.4 million	not listed
2017	593	$1.5 million	not listed
2016	70	$1.2 million	not listed
2015	72	$937,478	not listed
2014	397	$856,644	not listed
2013	391	$756,601	not listed
2012	400	$694,872	not listed
2011	458	$638,939	not listed
2010	645	n/a	not listed
2009	623	$767,016	not listed

Local 298 Pension Fund

Pension (defined benefit)ActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 11-6049445
Participants (2024): 2,391
Net assets (2024): $27.2 million
Administered by: Eastern States Joint Board2024
Plan administrator: Local 298 Pension Fund
201 West Valley Stream BLVD.
Valley Stream, NY 11580
(516) 872-6690As filed for 2024
In effect since: January 1, 1963

Plans merged into this one: Pension Fund of Amalgamated Industrial and Toy & Novelty Workers of America Local 223 (2022).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,391	$27.2 million	Eastern States Joint Board
2021	886	$3.7 million	not listed
2020	668	$3.1 million	not listed
2019	605	$3.0 million	not listed
2018	570	$2.8 million	not listed
2017	497	$3.2 million	not listed
2016	495	$3.2 million	not listed
2015	490	$3.4 million	not listed
2014	486	$3.8 million	not listed
2013	469	$3.8 million	not listed
2012	468	$3.5 million	not listed
2011	468	$3.5 million	not listed
2010	470	$3.9 million	not listed
2009	489	$3.9 million	not listed

If you had money in one of these plans

Call Eastern States Joint Board, which runs the Local 298 Pension Fund. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((516) 825-1851). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Local 298 Annuity Fund

Local 298 Pension Fund

If you had money in one of these plans

What these numbers are

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