Defined Benefit (Pension) · DOL Form 5500 · 2022
Trustees of 1199 SEIU Regional Pension Fund Pension Plan
Data updated 2026-08-25
- $199M
- Total assets Near avg plan size
- 5,168
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $38,469
- Avg per participant Low balance/head
Official DOL plan name: 1199 SEIU Regional Pension Fund · Sponsored by Trustees of 1199 SEIU Regional Pension Fund · New York · Healthcare & Social Assistance
$199M in assets, 5,168 participants
Trustees of 1199 SEIU Regional Pension Fund's 1199 SEIU Regional Pension Fund reported $199M in total assets and 5,168 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #19,291 in Healthcare & Social Assistance (20,060 peers)
Coverage in New York
1199 SEIU Regional Pension Fund covers 5,168 participants in New York, 6.5x the typical New York plan (state average ~798 per filing). Assets: $199M.
- #19,291
- in Healthcare & Social Assistance (20,060 peers)
- -15.4%
- assets change YoY
- 2.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $36M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
1199 SEIU Regional Pension Fund's outsized position by total assets
1199 SEIU Regional Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$198,809,320 Top 4% higher than 96% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
1199 SEIU Regional Pension Fund'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. 1199 SEIU Regional Pension Fund lands in the large band (5,168 participants).
Published 5500 schedule card
Filing strip 161112391 · Trustees of 1199 SEIU Regional Pension Fund PY 2022 · Defined Benefit (Pension)
1199 SEIU Regional Pension Fund · $199M · 5,168 · 96th
- PART $199M
- TYPE 5,168
- NET 96th
- BOOK Defined Benefit (Pension)
- VS-ST near Orrick, Herrington & Sutcliffe, LLP Partners' Pension Plan
- BOY ind #19291
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 →
1199 SEIU Regional Pension Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $235M |
|---|---|
| Net Assets (End of Year) | $199M |
| Net Income | -$36M |
| Employer EIN | 161112391 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of 1199 SEIU Regional Pension Fund)
Sponsor-wide plan assets over time
All Trustees of 1199 SEIU Regional Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $232M 16.465276879373665% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,168 | $199M |
| 2023 | 1 | 3,888 | $216M |
| 2024 | 1 | 4,169 | $232M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
Scale composition for 1199 SEIU Regional Pension Fund
1199 SEIU Regional Pension Fund reports $199M in end-of-year assets across 5,168 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $38,469 per participant (28% of the national average assets-per-participant) . Net income for plan year 2022 was -$36M.
This plan identity (EIN 161112391, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $199M to $232M (+16.5%) while covered participants moved from 5,168 to 4,169 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,168 | $199M | This page |
| 2023 | 3,888 | $216M | Open filing |
| 2024 · index core | 4,169 | $232M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- 1199 SEIU Regional Pension Fund (Defined Benefit (Pension), $232M, 4,169 participants)
1199 SEIU Regional Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Orrick, Herrington & Sutcliffe, LLP Partners' Pension Plan in CA ($199M); by covered participants it is Shaws Supermarkets, Inc. Pension Plan for Union Employees in ID (5,165 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($199M here).
- Orrick, Herrington & Sutcliffe, LLP Partners' Pension Plan (CA) $199M · 357
- Wolverine Employees' Pension Plan (MI) $199M · 373
- Southern California Lumber Industry Retirement Fund (CA) $199M · 980
- The Maersk Inc. Pension Plan (NJ) $199M · 123
Similar participant headcount
Nearest other-state filings by covered participants (5,168 participants); asset peers above are excluded.
- Shaws Supermarkets, Inc. Pension Plan for Union Employees (ID) 5,165 · 3 off
- Toyota Motor Sales, U.S.a., Inc. Pension Plan (TX) 5,192 · 24 off
- Meijer Omp Pension Plan (MI) 5,128 · 40 off
- Pvh Consolidated Pension Plan (NJ) 5,216 · 48 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.