Defined Benefit (Pension) · DOL Form 5500 · 2022

Phipps Houses Pension Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
134
Participants Small participant base
88th
Percentile by assets National rank
$373,350
Avg per participant High balance/head
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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.

  • #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.

#4,841
in Real Estate (5,057 peers)
-23.2%
assets change YoY
0.5×
vs typical plan assets (national mean)

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.

Pension Plan for Employees of Phipps Houses and Affiliates's outsized position 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 $2,050,000,000 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

Pension Plan for Employees of Phipps Houses and Affiliates 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. Pension Plan for Employees of Phipps Houses and Affiliates sits mid-pack in the medium band (134 participants).

DOL schedule card

Filing strip 111187480 · Phipps Houses PY 2022 · Defined Benefit (Pension)

Pension Plan for Employees of Phipps Houses and Affiliates · $50M · 134 · 88th

  • 5500 $50M
  • 5500 134
  • 5500 88th
  • 5500 Defined Benefit (Pension)
  • 5500 near Imerys USA Pension Plan
  • 5500 ind #4841

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 New York →

Pension Plan for Employees of Phipps Houses and Affiliates in the asset neighbourhood

Appalachian Regional Healthcare, Inc. Administrative Retirement PlanAppalachian Regional Healthc…$50MPuerto Rico Telephone Company Retirement Plan for Certain Former EmployeesPuerto Rico Telephone Compan…$50MPension Plan for Employees of Phipps Houses and AffiliatesPension Plan for Employees o…$50MImerys USA Pension Plan$50MPrincipal Pension Plan for Certain Former AgentsPrincipal Pension Plan for C…$50M
End-of-year total assets ($M) among Pension Plan for Employees of Phipps Houses and Affiliates and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Phipps Houses plans reported in each filing year

Latest sponsor-wide plan assets
$80M 15.124658881358794% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $69.8M $80.3M ▲ +15.1%
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 ($B) Participants Pension Plan for Employees of Phipps Houses and Affiliates, Total assets ($B): 0.050028895 · Participants: 134Pension Plan for Employees of Phipps Houses and AffiliatesIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
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 Houses and Affiliates side-by-side with 3 peers →

Pension Plan for Employees of Phipps Houses and Affiliates's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Imerys USA Pension Plan in GA ($50M); by covered participants it is Retirement Plan for Employees of Diamond V Mills, LLC. in IA (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Employees of Phipps Houses and Affiliates? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Diamond V Mills, LLC. in IA (134 participants, $24M 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 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.