Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees of Nurses and Local 813 Ibt Retirement Plan Pension Plan
Data updated 2026-08-11
- $589M
- Total assets
- 2,737
- Participants
- 98th
- Percentile by assets
- $215,339
- Avg per participant
Official DOL plan name: Nurses and Local 813 Ibt Retirement Plan · Sponsored by Board of Trustees of Nurses and Local 813 Ibt Retirement Plan · New York · Healthcare & Social Assistance
$589M in assets, 2,737 participants
Board of Trustees of Nurses and Local 813 Ibt Retirement Plan's Nurses and Local 813 Ibt Retirement Plan reported $589M in total assets and 2,737 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #19,735 in Healthcare & Social Assistance (20,060 peers)
Coverage in New York
Nurses and Local 813 Ibt Retirement Plan covers 2,737 participants in New York, 3.4x the typical New York plan (state average ~798 per filing). Assets: $589M.
- $589M
- total plan assets (2022 EOY)
- 2,737
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $215,339
- avg assets per participant
The plan reported a net loss of $161M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Nurses and Local 813 Ibt Retirement Plan reports 2,737 participants - 3.4x that state average ($589M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $750M |
|---|---|
| Net Assets (End of Year) | $587M |
| Net Income | -$161M |
| Employer EIN | 133628926 |
| Plan Effective Date | 1962-09-18 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Nurses and Local 813 Ibt Retirement Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,737 | $589M |
| 2023 | 1 | 2,649 | $619M |
| 2024 | 1 | 2,716 | $613M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Nurses and Local 813 Ibt Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Nurses and Local 813 Ibt Retirement Plan by total assets, not by location.
- Rhode Island Energy Retirement Plan (PA) $590M · 585
- General Retirement Plan for Employees of Carpenter Technology Corporation (PA) $591M · 1,073
- Avnet Pension Plan (AZ) $591M · 2,609
- Banco Popular De Puerto Rico Retirement Plan (PR) $592M · 2,057
Frequently Asked Questions
How did Nurses and Local 813 Ibt Retirement Plan assets move in 2022? ▼
How have Board of Trustees of Nurses and Local 813 Ibt Retirement Plan plan assets changed over time? ▼
Where does Nurses and Local 813 Ibt Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Nurses and Local 813 Ibt Retirement Plan? ▼
Next read for Nurses and Local 813 Ibt Retirement Plan
Filing takeaways
Ways to act on Nurses and Local 813 Ibt Retirement Plan's numbers.
- By total assets, Nurses and Local 813 Ibt Retirement Plan ranks in the top 5% 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
- Board of Trustees of Nurses and Local 813 Ibt Retirement Plan's sponsor-wide assets have grown 4.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans