Defined Benefit (Pension) · DOL Form 5500 · 2022
AARP Pension Plan
Data updated 2026-08-25
- $1.3B
- Total assets Very large vs avg
- 2,028
- Participants Near avg headcount
- 99th
- Percentile by assets National rank
- $646,913
- Avg per participant High balance/head
Official DOL plan name: Aarp Employees' Pension Plan · Sponsored by AARP · District of Columbia · Other Services
$1.3B in assets, 2,028 participants
AARP's Aarp Employees' Pension Plan reported $1.3B in total assets and 2,028 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #8,387 in Other Services (8,398 peers)
Where Aarp Employees' Pension Plan sits by assets
Aarp Employees' Pension Plan sits among the largest 1% of all filed plans, $1.3B for 2,028 participants (~$646,913/participant), down 11.8% in 2022.
- #8,387
- in Other Services (8,398 peers)
- -11.8%
- assets change YoY
- 13×
- vs typical plan assets (national mean)
The plan reported a net loss of $144M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Aarp Employees' Pension Plan's outsized position by total assets
Aarp Employees' Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,311,939,736 Top 1% higher than 99% 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
Aarp Employees' Pension Plan'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. Aarp Employees' Pension Plan lands in the large band (2,028 participants).
Published 5500 schedule card
Filing strip 951985500 · AARP PY 2022 · Defined Benefit (Pension)
Aarp Employees' Pension Plan · $1.3B · 2,028 · 99th
- TYPE $1.3B
- NET 2,028
- BOOK 99th
- VS-ST Defined Benefit (Pension)
- BOY near Nyseg and Rge Pension Plan
- SCH ind #8387
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 District of Columbia →
Aarp Employees' Pension Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $1.5B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | -$144M |
| Employer EIN | 951985500 |
| Plan Effective Date | 1964-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (AARP)
Sponsor-wide plan assets over time
All AARP plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.6B 28.59885860736297% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,390 | $2.0B |
| 2023 | 2 | 4,330 | $2.4B |
| 2024 | 2 | 4,534 | $2.6B |
Nearby Defined Benefit (Pension) Plans in District of Columbia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central Pension Fund of the Iuoe & Participating Employers $23.5B · 97,285
- Iam National Pension Fund $13.8B · 94,512
- United Mine Workers of America 1974 Pension Plan $3.1B · 61
- Danaher Corporation & Subsidiaries Pension Plan $1.8B · 3,671
- Liuna Staff and Affiliates Pension Fund $1.7B · 3,510
Aarp Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside District of Columbia, the nearest Defined Benefit (Pension) by assets is Nyseg and Rge Pension Plan in CT ($1.3B); by covered participants it is Care New England Pension Plan in RI (2,027 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.3B here).
- Nyseg and Rge Pension Plan (CT) $1.3B · 1,445
- Wec Energy Group Retirement Account Plan (WI) $1.3B · 2,628
- Relx Inc. US Retirement Plan (NY) $1.3B · 2,986
- Pace Industry Union-Management Pension Fund (TN) $1.3B · 3,344
Similar participant headcount
Nearest other-state filings by covered participants (2,028 participants); asset peers above are excluded.
- Care New England Pension Plan (RI) 2,027 · 1 off
- Indiana Electrical Workers Pension Plan (IN) 2,027 · 1 off
- Beth Israel Lahey Health Defined Benefit Plan II (MA) 2,025 · 3 off
- Truck Drivers & Helpers Local Union No. 355 Retirement Plan (MD) 2,024 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.