Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees of Nurses and Local 813 Ibt Retirement Plan Pension Plan

Data updated 2026-08-25

$589M
Total assets Above avg plan size
2,737
Participants Above avg headcount
98th
Percentile by assets National rank
$215,339
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#19,735
in Healthcare & Social Assistance (20,060 peers)
-21.4%
assets change YoY
5.9×
vs typical plan assets (national mean)

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.

Nurses and Local 813 Ibt Retirement Plan's outsized position by total assets

Nurses and Local 813 Ibt Retirement Plan vs every filed plan by assets

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

$589,382,483 Top 2% higher than 98% 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

Nurses and Local 813 Ibt Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nurses and Local 813 Ibt Retirement Plan lands in the large band (2,737 participants).

Form 5500 schedule snapshot

Filing strip 133628926 · Board of Trustees of Nurses and Local 813 Ibt Retirement Plan PY 2022 · Defined Benefit (Pension)

Nurses and Local 813 Ibt Retirement Plan · $589M · 2,737 · 98th

  • EOY $589M
  • 5500 2,737
  • ASSETS 98th
  • PCT Defined Benefit (Pension)
  • EIN near Rhode Island Energy Retirement Plan
  • RANK ind #19735

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Nurses and Local 813 Ibt Retirement Plan in the asset neighbourhood

Banco Popular De Puerto Rico Retirement PlanBanco Popular De Puerto Rico…$592MAvnet Pension Plan$591MGeneral Retirement Plan for Employees of Carpenter Technology CorporationGeneral Retirement Plan for …$591MRhode Island Energy Retirement PlanRhode Island Energy Retireme…$590MNurses and Local 813 Ibt Retirement PlanNurses and Local 813 Ibt Ret…$589M
End-of-year total assets ($M) among Nurses and Local 813 Ibt Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$750M
Net Assets (End of Year)$587M
Net Income-$161M
Employer EIN133628926
Plan Effective Date1962-09-18
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Nurses and Local 813 Ibt Retirement Plan)

Sponsor-wide plan assets over time

All Board of Trustees of Nurses and Local 813 Ibt Retirement Plan plans reported in each filing year

Latest sponsor-wide plan assets
$613M 4.0314314872503605% vs 2022
2024 filing year
$580M$590M$600M$610M$620M$630M 202220232024 $589M $613M ▲ +4.0%
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 Scatter plot of 6 data points. 05000100001500020000 -100102030 Total assets ($B) Participants Nurses and Local 813 Ibt Retirement Plan, Total assets ($B): 0.589382483 · Participants: 2737Nurses and Local 813 Ibt Retirement PlanIBM 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
Nurses and Local 813 Ibt Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Nurses and Local 813 Ibt Retirement Plan side-by-side with 3 peers →

Nurses and Local 813 Ibt Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Rhode Island Energy Retirement Plan in PA ($590M); by covered participants it is Carpenters Labor-Management Pension Plan in TN (2,730 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($589M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,737 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 Nurses and Local 813 Ibt Retirement Plan assets move in 2022? ▼
Nurses and Local 813 Ibt Retirement Plan declined sharply - down 21.4% during 2022, from $750M to $589M. Reported net income was -$161M.
How have Board of Trustees of Nurses and Local 813 Ibt Retirement Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Nurses and Local 813 Ibt Retirement Plan's sponsor-wide assets grew 4.0%, from $589M to $613M.
Where does Nurses and Local 813 Ibt Retirement Plan rank by assets among Form 5500 filers? ▼
Nurses and Local 813 Ibt Retirement Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Nurses and Local 813 Ibt Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Rhode Island Energy Retirement Plan in PA ($590M, 585 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Nurses and Local 813 Ibt Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Carpenters Labor-Management Pension Plan in TN (2,730 participants, $370M 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 133628926.

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.