Defined Benefit (Pension) · DOL Form 5500 · 2022
Service Employees Pension Fund of Upstate Ny Pension Plan
Data updated 2026-08-25
- $195M
- Total assets Near avg plan size
- 3,715
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $52,460
- Avg per participant Low balance/head
Official DOL plan name: Service Employees Pension Fund of Upstate Ny Upstate New York · Sponsored by Service Employees Pension Fund of Upstate Ny · New York · Other Services
$195M in assets, 3,715 participants
Service Employees Pension Fund of Upstate Ny's Service Employees Pension Fund of Upstate Ny Upstate New York reported $195M in total assets and 3,715 participants in its 2022 DOL Form 5500 filing, ranking in the 96th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #8,296 in Other Services (8,398 peers)
Coverage in New York
Service Employees Pension Fund of Upstate Ny Upstate New York covers 3,715 participants in New York, 4.7x the typical New York plan (state average ~798 per filing). Assets: $195M.
- #8,296
- in Other Services (8,398 peers)
- -11.9%
- assets change YoY
- 2.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $26M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Service Employees Pension Fund of Upstate Ny Upstate New York's outsized position by total assets
Service Employees Pension Fund of Upstate Ny Upstate New York vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$194,890,256 Top 4% higher than 96% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Service Employees Pension Fund of Upstate Ny Upstate New York's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Service Employees Pension Fund of Upstate Ny Upstate New York lands in the large band (3,715 participants).
Form 5500 schedule snapshot
Filing strip 160908576 · Service Employees Pension Fund of Upstate Ny PY 2022 · Defined Benefit (Pension)
Service Employees Pension Fund of Upstate Ny Upstate New York · $195M · 3,715 · 96th
- 5500 $195M
- ASSETS 3,715
- PCT 96th
- EIN Defined Benefit (Pension)
- RANK near Pension Plan of American Society for Testing and Materials
- PHOTO ind #8296
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in New York →
Service Employees Pension Fund of Upstate Ny Upstate New York in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $221M |
|---|---|
| Net Assets (End of Year) | $195M |
| Net Income | -$26M |
| Employer EIN | 160908576 |
| Plan Effective Date | 1965-04-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Service Employees Pension Fund of Upstate Ny)
Sponsor-wide plan assets over time
All Service Employees Pension Fund of Upstate Ny plans reported in each filing year
- Latest sponsor-wide plan assets
- $230M 18.12983200145214% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,715 | $195M |
| 2023 | 1 | 3,267 | $216M |
| 2024 | 1 | 3,247 | $230M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Service Employees Pension Fund of Upstate Ny Upstate New York's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Pension Plan of American Society for Testing and Materials in PA ($195M); by covered participants it is Alaska Electrical Pension Plan in AK (3,715 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($195M here).
- Pension Plan of American Society for Testing and Materials (PA) $195M · 273
- Iso New England Inc. Retirement Plan (MA) $195M · 324
- Mo-Kan Teamsters Pension Fund (MO) $195M · 432
- Pipe Fitters Local Union No. 120 Pension Plan (OH) $195M · 653
Similar participant headcount
Nearest other-state filings by covered participants (3,715 participants); asset peers above are excluded.
- Alaska Electrical Pension Plan (AK) 3,715 · 0 off
- Kinder Morgan Retirement Plan a (TX) 3,720 · 5 off
- Group Retirement Income Plan No.16 (IL) 3,722 · 7 off
- Employees Retirement Plan of Hajoca Corporation (PA) 3,724 · 9 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.