Defined Benefit (Pension) · DOL Form 5500 · 2022

Shield of David, Inc. D/B/a Pension Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
104
Participants Small participant base
73rd
Percentile by assets National rank
$146,004
Avg per participant Above avg balance/head
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Official DOL plan name: Pension Plan for the Employees of Shield of David, Inc. · Sponsored by Shield of David, Inc. D/B/a · New York · Healthcare & Social Assistance

$15M in assets, 104 participants

Shield of David, Inc. D/B/a's Pension Plan for the Employees of Shield of David, Inc. reported $15M in total assets and 104 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #15,490 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Pension Plan for the Employees of Shield of David, Inc. covers 104 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $15M.

#15,490
in Healthcare & Social Assistance (20,060 peers)
-15.4%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pension Plan for the Employees of Shield of David, Inc.'s outsized position by total assets

Pension Plan for the Employees of Shield of David, Inc. vs every filed plan by assets

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

$15,184,402 Top 27% higher than 73% 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 the Employees of Shield of David, Inc. 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 the Employees of Shield of David, Inc. sits mid-pack in the medium band (104 participants).

Published 5500 schedule card

Filing strip 131740041 · Shield of David, Inc. D/B/a PY 2022 · Defined Benefit (Pension)

Pension Plan for the Employees of Shield of David, Inc. · $15M · 104 · 73rd

  • SCH $15M
  • EBSA 104
  • PART 73rd
  • TYPE Defined Benefit (Pension)
  • NET near Ardent Mills, LLC Pension Plan for Union Employees
  • BOOK ind #15490

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 →

Pension Plan for the Employees of Shield of David, Inc. in the asset neighbourhood

Csp Pension Plan for Hourly Employees -N. BaltimoreCsp Pension Plan for Hourly …$15MKey Lakes Non-Contributory Pension PlanKey Lakes Non-Contributory P…$15MIntermountain Rural Electric Association Pension PlanIntermountain Rural Electric…$15MPension Plan for the Employees of Shield of David, Inc.Pension Plan for the Employe…$15MArdent Mills, LLC Pension Plan for Union EmployeesArdent Mills, LLC Pension Pl…$15M
End-of-year total assets ($M) among Pension Plan for the Employees of Shield of David, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$15M
Net Income-$3M
Employer EIN131740041
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shield of David, Inc. D/B/a)

Sponsor-wide plan assets over time

All Shield of David, Inc. D/B/a plans reported in each filing year

Latest sponsor-wide plan assets
$2M 87.50761259440735% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $16.8M $2.1M ▼ -87.5%
Year Plans Participants Total Assets
2022 2 236 $17M
2023 2 227 $18M
2024 2 223 $2M

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 the Employees of Shield of David, Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Pension Plan for the Employees of Shield of David, Inc., Total assets ($B): 0.015184402 · Participants: 104Pension Plan for the Employees of Shield of David, Inc.IBM 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 the Employees of Shield of David, Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pension Plan for the Employees of Shield of David, Inc. side-by-side with 3 peers →

Pension Plan for the Employees of Shield of David, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Ardent Mills, LLC Pension Plan for Union Employees in CO ($15M); by covered participants it is Sunwest Federal Credit Union Defined Benefit Plan and Trust in AZ (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 the Employees of Shield of David, Inc. assets move in 2022? ▼
Pension Plan for the Employees of Shield of David, Inc. declined sharply - down 15.4% during 2022, from $18M to $15M. Reported net income was -$3M.
How have Shield of David, Inc. D/B/a plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shield of David, Inc. D/B/a's sponsor-wide assets declined 87.5%, from $17M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for the Employees of Shield of David, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ardent Mills, LLC Pension Plan for Union Employees in CO ($15M, 351 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for the Employees of Shield of David, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sunwest Federal Credit Union Defined Benefit Plan and Trust in AZ (104 participants, $19M 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 131740041.

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.