Defined Benefit (Pension) · DOL Form 5500 · 2022
AARP Pension Plan
Data updated 2026-08-11
- $1.3B
- Total assets
- 2,028
- Participants
- 99th
- Percentile by assets
- $646,913
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $1.3B
- total plan assets (2022 EOY)
- 2,028
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $646,913
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Aarp Employees' Pension Plan outranks 99% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 13x the national average plan size of $100M (721 average participants).
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)
| 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.
Aarp Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in District of Columbia, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Aarp Employees' Pension Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Aarp Employees' Pension Plan assets move in 2022? ▼
How have AARP plan assets changed over time? ▼
Where does Aarp Employees' Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Aarp Employees' Pension Plan? ▼
Next read for Aarp Employees' Pension Plan
Scale reading
Ways to act on Aarp Employees' Pension Plan's numbers.
- By total assets, Aarp Employees' Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in District of Columbia. Compare plans
- AARP's sponsor-wide assets have grown 28.6% since 2022 across 3 plan years on file. More Other Services plans