Defined Benefit (Pension) · DOL Form 5500 · 2022

Disabled American Veterans Pension Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
450
Participants Below avg headcount
90th
Percentile by assets National rank
$138,580
Avg per participant Near avg balance/head
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Official DOL plan name: Disabled American Veterans Retirement / Pension Equity Plan · Sponsored by Disabled American Veterans · Kentucky · Other Services

$62M in assets, 450 participants

Disabled American Veterans's Disabled American Veterans Retirement / Pension Equity Plan reported $62M in total assets and 450 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #8,038 in Other Services (8,398 peers)

Where Disabled American Veterans Retirement / Pension Equity Plan sits by assets

Disabled American Veterans Retirement / Pension Equity Plan sits in the top 10% of all filed plans by assets, $62M for 450 participants (~$138,580/participant), down 17.8% in 2022.

#8,038
in Other Services (8,398 peers)
-17.8%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Disabled American Veterans Retirement / Pension Equity Plan's outsized position by total assets

Disabled American Veterans Retirement / Pension Equity Plan vs every filed plan by assets

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

$62,360,937 Top 10% higher than 90% 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

Disabled American Veterans Retirement / Pension Equity Plan 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. Disabled American Veterans Retirement / Pension Equity Plan sits mid-pack in the medium band (450 participants).

Form 5500 schedule snapshot

Filing strip 310263158 · Disabled American Veterans PY 2022 · Defined Benefit (Pension)

Disabled American Veterans Retirement / Pension Equity Plan · $62M · 450 · 90th

  • SCH $62M
  • SCH 450
  • SCH 90th
  • SCH Defined Benefit (Pension)
  • SCH near Conmed Corporation Retirement Pension Plan
  • SCH ind #8038

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 Kentucky →

Disabled American Veterans Retirement / Pension Equity Plan in the asset neighbourhood

Institute of Nuclear Power Operations Pension PlanInstitute of Nuclear Power O…$62MPension Plan of the Sheet Metal Workers Lu No. 32 Pension Trust FundPension Plan of the Sheet Me…$62MDisabled American Veterans Retirement / Pension Equity PlanDisabled American Veterans R…$62MConmed Corporation Retirement Pension PlanConmed Corporation Retiremen…$62MAmerican President Lines, LLC Retirement Account PlanAmerican President Lines, LL…$62M
End-of-year total assets ($M) among Disabled American Veterans Retirement / Pension Equity Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$62M
Net Income-$14M
Employer EIN310263158
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Disabled American Veterans)

Sponsor-wide plan assets over time

All Disabled American Veterans plans reported in each filing year

Latest sponsor-wide plan assets
$149M 17.149993375180014% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $127M $149M ▲ +17.2%
Year Plans Participants Total Assets
2022 2 983 $127M
2023 2 970 $144M
2024 2 989 $149M

Nearby Defined Benefit (Pension) Plans in Kentucky

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

Disabled American Veterans Retirement / Pension Equity Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 00.511.5 Total assets ($B) Participants Disabled American Veterans Retirement / Pension Equity Plan, Total assets ($B): 0.062360937 · Participants: 450Disabled American Veterans Retirement / Pension Equity PlanLg&e and Ku Pension Plan, Total assets ($B): 1.114176604 · Participants: 983Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.945981 · Participants: 317Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.753576 · Participants: 4539Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.559607588 · Participants: 1262Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.415049 · Participants: 285Ashland Hercules Pension Plan II
Disabled American Veterans Retirement / Pension Equity Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Disabled American Veterans Retirement / Pension Equity Plan side-by-side with 3 peers →

Disabled American Veterans Retirement / Pension Equity Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Conmed Corporation Retirement Pension Plan in FL ($62M); by covered participants it is Retirement Income Plan of the National Board of Medical Examiners in PA (449 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (450 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 Disabled American Veterans Retirement / Pension Equity Plan assets move in 2022? ▼
Disabled American Veterans Retirement / Pension Equity Plan declined sharply - down 17.8% during 2022, from $76M to $62M. Reported net income was -$14M.
How have Disabled American Veterans plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Disabled American Veterans's sponsor-wide assets grew 17.1%, from $127M to $149M.
Where does Disabled American Veterans Retirement / Pension Equity Plan rank by assets among Form 5500 filers? ▼
Disabled American Veterans Retirement / Pension Equity Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Disabled American Veterans Retirement / Pension Equity Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Conmed Corporation Retirement Pension Plan in FL ($62M, 483 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Disabled American Veterans Retirement / Pension Equity Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Income Plan of the National Board of Medical Examiners in PA (449 participants, $273M 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 310263158.

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.