Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees - the Retirement Plan of the Amalgamated Ins. Fund Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
N/A
Participants Small participant base
48th
Percentile by assets National rank
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Official DOL plan name: The Retirement Plan of the Amalgamated Insurance Fund · Sponsored by Board of Trustees - the Retirement Plan of the Amalgamated Ins. Fund · New York · Finance & Insurance

$4M in assets, N/A participants

Board of Trustees - the Retirement Plan of the Amalgamated Ins. Fund's The Retirement Plan of the Amalgamated Insurance Fund reported $4M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,072 in Finance & Insurance (9,261 peers)

2022 asset change

The Retirement Plan of the Amalgamated Insurance Fund pulled back noticeably 12.2% in 2022 ($5M → $4M) for N/A participants.

#3,072
in Finance & Insurance (9,261 peers)
-12.2%
assets change YoY

The plan reported a net loss of $49M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Retirement Plan of the Amalgamated Insurance Fund's mid-pack asset rank among Finance & Insurance and all filers

The Retirement Plan of the Amalgamated Insurance Fund vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,400,839 48th percentile higher than 48% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Plan-year Form 5500 strip

Filing strip 134920446 · Board of Trustees - the Retirement Plan of the Amalgamated Ins. Fund PY 2022 · Defined Benefit (Pension)

The Retirement Plan of the Amalgamated Insurance Fund · $4M · N/A · 48th

  • EBSA $4M
  • PART N/A
  • TYPE 48th
  • NET Defined Benefit (Pension)
  • BOOK near H.O.E. Investments, Inc. Pension Plan
  • VS-ST ind #3072

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 →

The Retirement Plan of the Amalgamated Insurance Fund in the asset neighbourhood

Wells Manufacturing Pension PlanWells Manufacturing Pension …$4MThe Willard Inter-Continental Hotel Retirement PlanThe Willard Inter-Continenta…$4MThe Retirement Plan of the Amalgamated Insurance FundThe Retirement Plan of the A…$4MH.O.E. Investments, Inc. Pension PlanH.O.E. Investments, Inc. Pen…$4MRotor Clip Company, Inc. Retirement PlanRotor Clip Company, Inc. Ret…$4M
End-of-year total assets ($M) among The Retirement Plan of the Amalgamated Insurance Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Board of Trustees - the Retirement Plan of the Amalgamated Ins. Fund years around the 2022 move

Sponsor-wide plan assets over time

All Board of Trustees - the Retirement Plan of the Amalgamated Ins. Fund plans reported in each filing year

Latest sponsor-wide plan assets
$4M 8.102727684425629% vs 2022
2024 filing year
$4M$4.2M$4.4M$4.6M 202220232024 $4.4M $4.04M ▼ -8.2%
Year Plans Participants Total Assets
2022 1 N/A $4M
2023 1 N/A $4M
2024 1 N/A $4M

2022 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)-$700M
Net Income-$49M
Employer EIN134920446
Plan Effective Date1945-12-10
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Retirement Plan of the Amalgamated Insurance Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants The Retirement Plan of the Amalgamated Insurance Fund, Total assets ($B): 0.004400839 · Participants: 0The Retirement Plan of the Amalgamated Insurance FundIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
The Retirement Plan of the Amalgamated Insurance Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare The Retirement Plan of the Amalgamated Insurance Fund side-by-side with 3 peers →

The Retirement Plan of the Amalgamated Insurance Fund's closest out-of-state Defined Benefit (Pension) peers by assets

Outside New York, the nearest Defined Benefit (Pension) by end-of-year assets is H.O.E. Investments, Inc. Pension Plan in CA at $4M (this filing: $4M).

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Retirement Plan of the Amalgamated Insurance Fund assets move in 2022? ▼
The Retirement Plan of the Amalgamated Insurance Fund pulled back noticeably - down 12.2% during 2022, from $5M to $4M. Reported net income was -$49M.
How have Board of Trustees - the Retirement Plan of the Amalgamated Ins. Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees - the Retirement Plan of the Amalgamated Ins. Fund's sponsor-wide assets declined 8.1%, from $4M to $4M.
Which Defined Benefit (Pension) plans are similar in size to The Retirement Plan of the Amalgamated Insurance Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is H.O.E. Investments, Inc. Pension Plan in CA ($4M, 3 participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 134920446.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.