Defined Benefit (Pension) · DOL Form 5500 · 2022

Phipps Houses Pension Plan

Data updated 2026-08-11

$50M
Total assets
134
Participants
88th
Percentile by assets
$373,350
Avg per participant
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Official DOL plan name: Pension Plan for Employees of Phipps Houses and Affiliates · Sponsored by Phipps Houses · New York · Real Estate

$50M in assets, 134 participants

Phipps Houses's Pension Plan for Employees of Phipps Houses and Affiliates reported $50M in total assets and 134 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • 88th percentile by assets (of 139,126 plans)
  • #4,841 in Real Estate (5,057 peers)

Coverage in New York

Pension Plan for Employees of Phipps Houses and Affiliates covers 134 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $50M.

$50M
total plan assets (2022 EOY)
134
covered participants
88th
percentile by assets (of 139,126 plans)
$373,350
avg assets per participant

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Pension Plan for Employees of Phipps Houses and Affiliates sits by total assets

Pension Plan for Employees of Phipps Houses and Affiliates vs every filed plan by assets

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

$50,028,895 Top 12% higher than 88% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
New York
Industry
Real Estate

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Pension Plan for Employees of Phipps Houses and Affiliates reports 134 participants - about 17% of that state average ($50M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$50M
Net Income-$15M
Employer EIN111187480
Plan Effective Date1975-07-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Phipps Houses)

$65M$70M$75M$80M$85M 202220232024 $69.8M $80.3M ▲ +15.1%
Total plan assets by year, all Phipps Houses plans on file
Year Plans Participants Total Assets
2022 2 541 $70M
2023 2 582 $76M
2024 2 562 $80M

Nearby Defined Benefit (Pension) Plans in New York

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

Pension Plan for Employees of Phipps Houses and Affiliates vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Pension Plan for Emp…, Total assets ($B): 0.050028895 · Participants: 134Pension Plan for Emp…IBM Personal Pension…, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension…Consolidated Edison …, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison …Pepsico Employees Re…, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Re…New York State Nurse…, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurse…New York District Co…, Total assets ($B): 4.837058087 · Participants: 11318New York District Co…
Pension Plan for Employees of Phipps Houses and Affiliates vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pension Plan for Employees of Phipps Hou… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Pension Plan for Employees of Phipps Houses and Affiliates by total assets, not by location.

Frequently Asked Questions

How did Pension Plan for Employees of Phipps Houses and Affiliates assets move in 2022? ▼
Pension Plan for Employees of Phipps Houses and Affiliates declined sharply - down 23.2% during 2022, from $65M to $50M. Reported net income was -$15M.
How have Phipps Houses plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phipps Houses's sponsor-wide assets grew 15.1%, from $70M to $80M.
Where does Pension Plan for Employees of Phipps Houses and Affiliates rank by assets among Form 5500 filers? ▼
Pension Plan for Employees of Phipps Houses and Affiliates ranks in the 88th 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 Pension Plan for Employees of Phipps Houses and Affiliates? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Imerys USA Pension Plan in GA ($50M, 372 participants).

Next read for Pension Plan for Employees of Phipps Hou…

Filing takeaways

Ways to act on Pension Plan for Employees of Phipps Houses and Affiliates's numbers.

  • By total assets, Pension Plan for Employees of Phipps Houses and Affiliates ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
  • Phipps Houses's sponsor-wide assets have grown 15.1% since 2022 across 3 plan years on file. More Real Estate plans

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 111187480.

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.