Other
2022 plan-year Other DOL Form 5500

1199seiu Greater New York Pension Fund

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees of 1199seiu Greater New York Pension Fund · New York · Healthcare & Social Assistance

What the 2023 filing shows

1199seiu Greater New York Pension Fund holds $985M for 15,937 participants — about $61,833 per participant, down 9.9% over the 2022 plan year.

$985M
total plan assets (2022 EOY)
15,937
covered participants
$61,833
avg assets per participant
-9.9%
assets change YoY

The plan reported a net loss of $129M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$985M
Participants
15,937
State
Industry
Healthcare & Social Assistance

What the Filing Says About 1199seiu Greater New York Pension Fund

1199seiu Greater New York Pension Fund is a Other retirement plan sponsored by Board of Trustees of 1199seiu Greater New York Pension Fund, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $985M in total end-of-year assets and covers 15,937 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 136601940, and the plan has been effective since 1963-12-12. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $1.1B at the beginning of 2022 to $985M at year-end — a decline of 9.9%. Net assets (after liabilities) closed the year at $949M, with reported net income of $-129,423,479 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$1.1B
Total Assets (End of Year)$985M
Net Assets (End of Year)$949M
Net Income$-129,423,479
Plan TypeOther
Employer EIN136601940
Plan Effective Date1963-12-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of 1199seiu Greater New York Pension Fund)

Year Plans Participants Total Assets
2022 1 15,937 $985M
2023 1 15,316 $1.1B

Nearby Other Plans in New York

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the 1199seiu Greater New York Pension Fund?
As of the 2022 Form 5500 filing, 1199seiu Greater New York Pension Fund holds $985M in total assets with 15,937 participants. It is sponsored by Board of Trustees of 1199seiu Greater New York Pension Fund.
What type of plan is 1199seiu Greater New York Pension Fund?
1199seiu Greater New York Pension Fund is a Other plan. It has been effective since 1963-12-12. The plan is filed with the U.S. Department of Labor under EIN 136601940.
Who sponsors the 1199seiu Greater New York Pension Fund?
1199seiu Greater New York Pension Fund is sponsored by Board of Trustees of 1199seiu Greater New York Pension Fund, located in New York. The sponsor's EIN is 136601940 and the plan operates in the Healthcare & Social Assistance industry.
How did 1199seiu Greater New York Pension Fund perform in 2022?
1199seiu Greater New York Pension Fund declined by 9.9% during 2022, moving from $1.1B to $985M in total assets. Net income was $-129,423,479.
Where can I find official filings for 1199seiu Greater New York Pension Fund?
Official Form 5500 filings for 1199seiu Greater New York Pension Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 136601940 or plan name at efast.dol.gov.
How does 1199seiu Greater New York Pension Fund compare to other plans?
You can compare 1199seiu Greater New York Pension Fund against other Other plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 136601940.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.