Defined Benefit (Pension) · DOL Form 5500 · 2022

Apartment Employees' Pension Trust Pension Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
465
Participants Below avg headcount
82nd
Percentile by assets National rank
$62,222
Avg per participant Low balance/head
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Official DOL plan name: Apartment Employees' Pension Trust · Sponsored by Apartment Employees' Pension Trust · California · Real Estate

$29M in assets, 465 participants

Apartment Employees' Pension Trust's Apartment Employees' Pension Trust reported $29M in total assets and 465 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #4,668 in Real Estate (5,057 peers)

Where Apartment Employees' Pension Trust sits by assets

Apartment Employees' Pension Trust sits in the top quartile of all filed plans by assets, $29M for 465 participants (~$62,222/participant), down 12.5% in 2022.

#4,668
in Real Estate (5,057 peers)
-12.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Apartment Employees' Pension Trust's outsized position by total assets

Apartment Employees' Pension Trust vs every filed plan by assets

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

$28,933,042 Top 18% higher than 82% 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

Apartment Employees' Pension Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Apartment Employees' Pension Trust sits mid-pack in the medium band (465 participants).

Plan-year Form 5500 strip

Filing strip 946069859 · Apartment Employees' Pension Trust PY 2022 · Defined Benefit (Pension)

Apartment Employees' Pension Trust · $29M · 465 · 82nd

  • EIN $29M
  • EIN 465
  • EIN 82nd
  • EIN Defined Benefit (Pension)
  • EIN near Ardagh Metal Pension Plan
  • EIN ind #4668

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 Real Estate retirement plans → · Plans in California →

Apartment Employees' Pension Trust in the asset neighbourhood

Explorer Pipeline Company Retirement PlanExplorer Pipeline Company Re…$29MWelbilt Pension Plan$29MThe Riverbay Corporation Retirement PlanThe Riverbay Corporation Ret…$29MArdagh Metal Pension Plan$29MApartment Employees' Pension TrustApartment Employees' Pension…$29M
End-of-year total assets ($M) among Apartment Employees' Pension Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$29M
Net Income-$4M
Employer EIN946069859
Plan Effective Date1976-01-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Apartment Employees' Pension Trust)

Sponsor-wide plan assets over time

All Apartment Employees' Pension Trust plans reported in each filing year

Latest sponsor-wide plan assets
$32M 8.973892202555128% vs 2022
2024 filing year
$28M$29M$30M$31M$32M 202220232024 $28.9M $31.5M ▲ +9.0%
Year Plans Participants Total Assets
2022 1 465 $29M
2023 1 549 $30M
2024 1 552 $32M

Nearby Defined Benefit (Pension) Plans in California

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

Apartment Employees' Pension Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Apartment Employees' Pension Trust, Total assets ($B): 0.028933042 · Participants: 465Apartment Employees' Pension TrustKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Apartment Employees' Pension Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Apartment Employees' Pension Trust side-by-side with 3 peers →

Apartment Employees' Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Ardagh Metal Pension Plan in IN ($29M); by covered participants it is Troutman Pepper Cash Balance Plan in GA (465 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (465 participants); asset peers above are excluded.

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 Apartment Employees' Pension Trust assets move in 2022? ▼
Apartment Employees' Pension Trust pulled back noticeably - down 12.5% during 2022, from $33M to $29M. Reported net income was -$4M.
How have Apartment Employees' Pension Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apartment Employees' Pension Trust's sponsor-wide assets grew 9.0%, from $29M to $32M.
Where does Apartment Employees' Pension Trust rank by assets among Form 5500 filers? ▼
Apartment Employees' Pension Trust ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Apartment Employees' Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ardagh Metal Pension Plan in IN ($29M, 763 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Apartment Employees' Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Troutman Pepper Cash Balance Plan in GA (465 participants, $124M in assets).

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 946069859.

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.