Defined Benefit (Pension) · DOL Form 5500 · 2022
Ywca Retirement Fund, Inc. Pension Plan
Data updated 2026-08-25
- $371M
- Total assets Above avg plan size
- 5,138
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $72,118
- Avg per participant Below avg balance/head
Official DOL plan name: Ywca Retirement Fund, Inc. · Sponsored by Ywca Retirement Fund, Inc. · New York · Finance & Insurance
$371M in assets, 5,138 participants
Ywca Retirement Fund, Inc.'s Ywca Retirement Fund, Inc. reported $371M in total assets and 5,138 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #8,816 in Finance & Insurance (9,261 peers)
Coverage in New York
Ywca Retirement Fund, Inc. covers 5,138 participants in New York, 6.4x the typical New York plan (state average ~798 per filing). Assets: $371M.
- #8,816
- in Finance & Insurance (9,261 peers)
- -8.3%
- assets change YoY
- 3.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $39M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ywca Retirement Fund, Inc.'s outsized position by total assets
Ywca Retirement Fund, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$370,541,445 Top 3% higher than 97% 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
Ywca Retirement Fund, Inc.'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. Ywca Retirement Fund, Inc. lands in the large band (5,138 participants).
Plan-year Form 5500 strip
Filing strip 131624231 · Ywca Retirement Fund, Inc. PY 2022 · Defined Benefit (Pension)
Ywca Retirement Fund, Inc. · $371M · 5,138 · 97th
- PHOTO $371M
- PHOTO 5,138
- PHOTO 97th
- PHOTO Defined Benefit (Pension)
- PHOTO near Carpenters Labor-Management Pension Plan
- PHOTO ind #8816
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 Finance & Insurance retirement plans → · Plans in New York →
Ywca Retirement Fund, Inc. in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $404M |
|---|---|
| Net Assets (End of Year) | $362M |
| Net Income | -$39M |
| Employer EIN | 131624231 |
| Plan Effective Date | 1925-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ywca Retirement Fund, Inc.)
Sponsor-wide plan assets over time
All Ywca Retirement Fund, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $407M 9.885127964565475% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,138 | $371M |
| 2023 | 1 | 4,483 | $387M |
| 2024 | 1 | 4,468 | $407M |
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
Scale composition for Ywca Retirement Fund, Inc.
Ywca Retirement Fund, Inc. reports $371M in end-of-year assets across 5,138 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $72,118 per participant (52% of the national average assets-per-participant) . Net income for plan year 2022 was -$39M.
This plan identity (EIN 131624231, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $371M to $407M (+9.9%) while covered participants moved from 5,138 to 4,468 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,138 | $371M | This page |
| 2023 | 4,483 | $387M | Open filing |
| 2024 · index core | 4,468 | $407M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Ywca Retirement Fund, Inc. (Defined Benefit (Pension), $407M, 4,468 participants)
Ywca Retirement Fund, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Carpenters Labor-Management Pension Plan in TN ($370M); by covered participants it is Meijer Omp Pension Plan in MI (5,128 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($371M here).
- Carpenters Labor-Management Pension Plan (TN) $370M · 2,730
- Syngenta Corporation Pension Plan (DE) $371M · 1,123
- The Hanover Insurance Group Cash Balance Pension Plan (MA) $372M · 732
- Sparrow Health System Associate Pension Plan (MI) $372M · 1,205
Similar participant headcount
Nearest other-state filings by covered participants (5,138 participants); asset peers above are excluded.
- Meijer Omp Pension Plan (MI) 5,128 · 10 off
- Shaws Supermarkets, Inc. Pension Plan for Union Employees (ID) 5,165 · 27 off
- Genuine Parts Company Pension Plan (GA) 5,106 · 32 off
- Toyota Motor Sales, U.S.a., Inc. Pension Plan (TX) 5,192 · 54 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.