Assets by plan
Share of aggregate retirement assets
- 298 PENSION FUND (#001)$29.6M
- 298 ANNUITY FUND (#002)$20.3M
Filings through .
Board of Trustees of Local 298 Pension Fund
EIN 11-6049445package/freight deliveryLatest filing 2025
Plans
2
Retirement
2
$49.8M assets
Health & Benefits
0
Participants
7,714
420 W. MERRICK ROAD - VALLEY STREAM, NY 115805538516-872-6690LinkedIn201-500 employeespackage/freight delivery
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $49.8M assets / 7,714 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$20.3M
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
LOCAL 298 PENSION FUND
Traditional DB
Assets$29.6M
Participants2,459
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
LOCAL 298 ANNUITY FUND
401(k)
Assets$20.3M
Participants5,255
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | LOCAL 298 PENSION FUND | Traditional DB | $29.6M | 2,459 | 2025 |
| #002 | LOCAL 298 ANNUITY FUND | 401(k) | $20.3M | 5,255 | 2025 |
- LOCAL 298 PENSION FUND$29.6M#001 · Traditional DB · 20252,459
- LOCAL 298 ANNUITY FUND$20.3M#002 · 401(k) · 20255,255
Retirement plans