Trustees Local 338 Retirement Fund pension plans

Trustees Local 338 Retirement Fund, Mineola, NY. EIN 13-6533678. Annual reports 2009–2024.

Trustees Local 338 Retirement Fund has one active retirement plan on file, the Local 338 Retirement Fund, with 17,068 participants and $604 million in assets in 2024. BNY Mellon has been its administrator since 2018.

Active plans: 1
Participants: 17,068
Plan assets: $604 million
Administered by: BNY Mellon
Plans on file: 1
Industry: Retail

The plan

Local 338 Retirement Fund

Pension (defined benefit)ActiveUnion (multiemployer)

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

Plan number: 001Employer EIN 13-6533678
Participants (2024): 17,068
Net assets (2024): $604 million
Administered by: BNY MellonEarlier: Health Plan Systems (2017), BNY Mellon (2016), Health Plan Services (2015)
Plan administrator: Trustees Local 338 Retirement Fund
1505 Kellum Place
Mineola, NY 11501
(516) 294-1338As filed for 2024
In effect since: February 3, 1955

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	17,068	$604 million	BNY Mellon
2023	17,233	$586 million	BNY Mellon
2022	19,027	$575 million	BNY Mellon
2021	17,981	$685 million	BNY Mellon
2020	18,401	$627 million	BNY Mellon
2019	18,570	$563 million	BNY Mellon
2018	18,639	$516 million	BNY Mellon
2017	17,499	$561 million	Health Plan Systems
2016	17,353	$526 million	BNY Mellon
2015	17,812	$537 million	Health Plan Services
2014	19,630	$555 million	not listed
2013	18,956	$528 million	not listed
2012	19,985	$454 million	not listed
2011	20,312	$409 million	not listed
2010	17,613	$432 million	not listed
2009	17,561	$395 million	not listed

If you had money in one of these plans

Call BNY Mellon, which runs the Local 338 Retirement 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) 294-1338). 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.

The plan

Local 338 Retirement Fund

If you had money in one of these plans

What these numbers are

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