New York › Manufacturing › 1,000 to 4,999 participants
Form 5500 statement · plan year 1 Jan 2024 to 31 Dec 2024
Ala Lithographic Industry Pension Plan
Sponsored by Board of Trustees Ala Lithographic Industry Pension Plan, New York, NY
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
Ala Lithographic Industry Pension Plan is a defined benefit pension plan sponsored by Board of Trustees Ala Lithographic Industry Pension Plan of New York, New York. For the plan year ending 31 Dec 2024 it reported 2,345 participants, and net assets of −$103M. It is a multiemployer plan, maintained under collective bargaining agreements with more than one employer.
Schedule C lists 5 service provider organisations paid $5,000 or more, with reported compensation of $277K: $118 per participant, well below the same-size median of $325. Administrative expenses charged to the plan were $431K. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.
Across the filings on record, net assets went from $59.2M in 2009 to −$103M in 2024 (down 274%), and participants from 4,773 to 2,345 (down 51%).
The independent accountant's opinion on the financial statements was qualified.
Compared with similar plans
| Measure | This plan | Same size | Same industry | All US DB plans |
|---|---|---|---|---|
| Net assets per participant | — | $87,935 | $67,961 | $86,221 |
| Employer contributions per active participant | — | $10,593 | $6,915 | $10,244 |
| Schedule C compensation per participant | $118 | $325 | $299 | $344 |
| Schedule C compensation, share of net assets | — | 0.41% | 0.47% | 0.42% |
| Administrative expenses per participant | $184 | $513 | $498 | $527 |
Peer columns are medians for plan year 2024 across defined benefit plans with 100 or more participants: 1,000 to 4,999 participants (1,540 plans), manufacturing (1,532) and all US plans (5,308). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2024 | 2,345 | −$103M | −$43,959 | — | — | $277K |
| 2023 | 2,492 | −$87.2M | −$35,010 | — | — | $262K |
| 2022 | 2,618 | −$72.9M | −$27,837 | — | — | $224K |
| 2021 | 2,743 | −$61.1M | −$22,285 | — | — | $275K |
| 2020 | 2,896 | −$50.4M | −$17,394 | — | — | $184K |
| 2019 | 3,043 | −$39.1M | −$12,856 | — | — | $286K |
| 2018 | 3,231 | −$27.5M | −$8,496 | — | — | $281K |
| 2017 | 3,369 | −$15.7M | −$4,662 | — | — | $320K |
| 2016 | 3,605 | −$780K | −$216 | — | — | $343K |
| 2014 | 3,714 | $10.6M | $2,863 | $660K | — | $481K |
| 2013 | 3,912 | $22.4M | $5,715 | $1.5M | — | $594K |
| 2012 | 4,103 | $33.3M | $8,128 | $2.2M | — | $645K |
| 2011 | 4,309 | $41.1M | $9,544 | $953K | — | $535K |
| 2010 | 4,440 | $51.7M | $11,647 | $850K | — | $632K |
| 2009 | 4,773 | $59.2M | $12,393 | $886K | — | $543K |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Statement for the year
- Net assets, beginning of year−$87,244,068
- Employer contributions—
- Participant contributions—
- Rollovers and other contributions$31,978
- Total contributions$31,978
- Total income, including investment results$43,556
- Benefits paid$7,590,314
- Administrative expenses$430,767
- Total expenses$15,884,398
- Net income−$15,840,842
- Net transfers$0
- Net assets, end of year−$103,084,910
Participants
- Active participants—
- Retired or separated, receiving benefits1,455
- Retired or separated, entitled to future benefits445
- Total participants, end of year2,345
Fees and service providers
| Organisation | Services reported | Direct | Indirect |
|---|---|---|---|
| Gcc-Ibt Local 1L | Recordkeeping and information management | $199,968 | $0 |
| Rogoff & Co. | Accounting (including auditing) | $35,000 | $0 |
| Segal Company | Actuarial | $26,464 | $0 |
| Amalgamated Bank | Other fees | $10,974 | $0 |
| MBS II. Net LLC | Recordkeeping and information management | $5,000 | $0 |
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Administrative expenses on Schedule H
- Other administrative expenses$349,691
- IQPA audit fees$35,000
- Actuarial fees$26,464
- Legal fees$19,612
- Total administrative expenses$430,767
Investment structure
Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.
- Receivables$1.9M · 57.7%
- Cash (interest and non-interest bearing)$1.4M · 41.7%
- Buildings and other property used in plan operation$19K · 0.6%
Audit and compliance answers, as filed
- Accountant's opinionQualified
- Audit scope limited under ERISA section 103(a)(3)(C)No
- Accounting firmRogoff & Company PC
- Participant contributions reported as transmitted lateNo
- Covered by a fidelity bondYes, $1,000,000
- Blackout period during the yearNo
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
1ABenefits are primarily pay related
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 323100: Printing & Related Support Activities.
Similar plans in New York
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| Sumitomo Rubber USA, LLC 1950 Pension Plan | Sumitomo Rubber USA, LLC | 2,882 | $329M | $114,192 |
| Moog Inc. Employees' Retirement Plan | Moog Inc. | 2,274 | $477M | $209,868 |
| LVMH Affiliates' Retirement Plan | LVMH Moet Hennessy Louis Vuitton Inc. | 3,016 | $311M | $102,992 |
| Upstate New York Bakery Drivers and Industry Pension Fund | Trustees of the Upstate New York Bakery Drivers and Industry Pension F | 2,265 | $105M | $46,245 |
| Chanel, Inc. Pension Plan | Chanel Inc. | 3,077 | $376M | $122,242 |
| TDK U. S. a. Corporation Retirement Plan | TDK U.S.A Corporation | 2,136 | $252M | $118,116 |
Defined benefit plans in manufacturing closest in size.
Questions and answers
How big is Ala Lithographic Industry Pension Plan?
2,345 participants at the end of the plan year ending 31 Dec 2024, with net assets of −$103,084,910. Among defined benefit plans that places it in the 1,000 to 4,999 participants band, which held 1,540 plans in plan year 2024.
What does Board of Trustees Ala Lithographic Industry Pension Plan contribute per participant?
This filing has no Schedule H financial statement, so employer contributions are not reported here.
What fees does the plan pay and how do they compare?
Schedule C reports $277,406 in compensation to service provider organisations, $118 per participant. The same-size median among plans reporting any Schedule C compensation was $325 per participant. Administrative expenses on Schedule H were $430,767. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is Board of Trustees Ala Lithographic Industry Pension Plan. Recordkeeping or administration: Gcc-Ibt Local 1L and MBS II. Net LLC. The financial statements were audited by Rogoff & Company PC. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an qualified opinion. The accountant's report attached to the filing at EFAST2 explains the basis for the opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Jan 2024 to 31 Dec 2024, received by the Department of Labor on 3 Oct 2025. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 13-6615604, plan 001, received 3 Oct 2025; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.