Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees of the 1199seiu Home Care Employees Pension Fund Pension Plan
Data updated 2026-08-25
- $498M
- Total assets Above avg plan size
- 38,318
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $12,998
- Avg per participant Low balance/head
Official DOL plan name: 1199seiu Home Care Employees Pension Fund · Sponsored by Board of Trustees of the 1199seiu Home Care Employees Pension Fund · New York · Healthcare & Social Assistance
$498M in assets, 38,318 participants
Board of Trustees of the 1199seiu Home Care Employees Pension Fund's 1199seiu Home Care Employees Pension Fund reported $498M in total assets and 38,318 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.
- #19,672 in Healthcare & Social Assistance (20,060 peers)
Coverage in New York
1199seiu Home Care Employees Pension Fund covers 38,318 participants in New York, 48x the typical New York plan (state average ~798 per filing). Assets: $498M.
- #19,672
- in Healthcare & Social Assistance (20,060 peers)
- -10.6%
- assets change YoY
- 5.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $73M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
1199seiu Home Care Employees Pension Fund's outsized position by total assets
1199seiu Home Care Employees Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$498,044,366 Top 2% higher than 98% 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
1199seiu Home Care Employees Pension Fund's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 1199seiu Home Care Employees Pension Fund is a mega filing (38,318 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 133943904 · Board of Trustees of the 1199seiu Home Care Employees Pension Fund PY 2022 · Defined Benefit (Pension)
1199seiu Home Care Employees Pension Fund · $498M · 38,318 · 98th
- PCT $498M
- PCT 38,318
- PCT 98th
- PCT Defined Benefit (Pension)
- PCT near Ppg Industries, Inc. Retirement Plan F
- PCT ind #19672
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 →
1199seiu Home Care Employees Pension Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $557M |
|---|---|
| Net Assets (End of Year) | $482M |
| Net Income | -$73M |
| Employer EIN | 133943904 |
| Plan Effective Date | 1997-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the 1199seiu Home Care Employees Pension Fund)
Sponsor-wide plan assets over time
All Board of Trustees of the 1199seiu Home Care Employees Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $569M 14.285579530077447% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 38,318 | $498M |
| 2023 | 1 | 34,420 | $554M |
| 2024 | 1 | 32,875 | $569M |
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 1199seiu Home Care Employees Pension Fund
1199seiu Home Care Employees Pension Fund reports $498M in end-of-year assets across 38,318 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.041% of 93,925,755 covered participants) - about $12,998 per participant (9% of the national average assets-per-participant) . Net income for plan year 2022 was -$73M.
This plan identity (EIN 133943904, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $498M to $569M (+14.3%) while covered participants moved from 38,318 to 32,875 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 38,318 | $498M | This page |
| 2023 | 34,420 | $554M | Open filing |
| 2024 · index core | 32,875 | $569M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- 1199seiu Home Care Employees Pension Fund (Defined Benefit (Pension), $569M, 32,875 participants)
1199seiu Home Care Employees 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 Ppg Industries, Inc. Retirement Plan F in PA ($498M); by covered participants it is Retirement Plan of Johnson and Johnson in NJ (38,100 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($498M here).
- Ppg Industries, Inc. Retirement Plan F (PA) $498M · N/A
- Discover Financial Services Pension Plan (IL) $497M · 2,887
- IBEW Local 595 Pension Plan (CA) $497M · 1,602
- Pension Plan for the Washington Post and Companies (WA) $499M · 1,965
Similar participant headcount
Nearest other-state filings by covered participants (38,318 participants); asset peers above are excluded.
- Retirement Plan of Johnson and Johnson (NJ) 38,100 · 218 off
- Truist Financial Corporation Pension Plan (NC) 37,931 · 387 off
- Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan (CO) 39,196 · 878 off
- Kaiser Permanente Employees Pension Plan (CA) 36,089 · 2,229 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.