Defined Benefit (Pension) · DOL Form 5500 · 2022
Bd of Trustees-Legacy Plan of the National Retirement Fund Pension Plan
Data updated 2026-08-25
- $1.7B
- Total assets Very large vs avg
- 12,188
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $140,464
- Avg per participant Near avg balance/head
Official DOL plan name: Legacy Plan of the National Retirement Fund · Sponsored by Bd of Trustees-Legacy Plan of the National Retirement Fund · New York · Finance & Insurance
$1.7B in assets, 12,188 participants
Bd of Trustees-Legacy Plan of the National Retirement Fund's Legacy Plan of the National Retirement Fund reported $1.7B in total assets and 12,188 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #9,133 in Finance & Insurance (9,261 peers)
Coverage in New York
Legacy Plan of the National Retirement Fund covers 12,188 participants in New York, 15x the typical New York plan (state average ~798 per filing). Assets: $1.7B.
- #9,133
- in Finance & Insurance (9,261 peers)
- -17.8%
- assets change YoY
- 17×
- vs typical plan assets (national mean)
The plan reported a net loss of $383M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Legacy Plan of the National Retirement Fund's outsized position by total assets
Legacy Plan of the National Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,711,977,595 Top 1% higher than 99% 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
Legacy Plan of the National Retirement 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. Legacy Plan of the National Retirement Fund is a mega filing (12,188 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 136130178 · Bd of Trustees-Legacy Plan of the National Retirement Fund PY 2022 · Defined Benefit (Pension)
Legacy Plan of the National Retirement Fund · $1.7B · 12,188 · 99th
- EIN $1.7B
- RANK 12,188
- PHOTO 99th
- IND Defined Benefit (Pension)
- EOY near Ecolab Pension Plan
- 5500 ind #9133
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 Finance & Insurance retirement plans → · Plans in New York →
Legacy Plan of the National Retirement Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $2.1B |
|---|---|
| Net Assets (End of Year) | $1.7B |
| Net Income | -$383M |
| Employer EIN | 136130178 |
| Plan Effective Date | 1950-10-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trustees-Legacy Plan of the National Retirement Fund)
Sponsor-wide plan assets over time
All Bd of Trustees-Legacy Plan of the National Retirement Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.0B 9.55082037932729% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 37,240 | $1.8B |
| 2023 | 2 | 34,329 | $2.0B |
| 2024 | 2 | 37,843 | $2.0B |
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 Legacy Plan of the National Retirement Fund
Legacy Plan of the National Retirement Fund reports $1.7B in end-of-year assets across 12,188 participants (0.014% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $140,464 per participant (1.0x the national average assets-per-participant) . Net income for plan year 2022 was -$383M.
This plan identity (EIN 136130178, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.7B to $1.9B (+8.1%) while covered participants moved from 12,188 to 10,704 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 12,188 | $1.7B | This page |
| 2023 | 11,294 | $1.8B | Open filing |
| 2024 · index core | 10,704 | $1.9B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Legacy Plan of the National Retirement Fund (Defined Benefit (Pension), $1.9B, 10,704 participants)
- Adjustable Plan of the National Retirement Fund (Defined Benefit (Pension), $162M, 27,139 participants)
Legacy Plan of the National Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Ecolab Pension Plan in MN ($1.7B); by covered participants it is 3M Employee Retirement Income Plan in MN (12,160 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.7B here).
- Ecolab Pension Plan (MN) $1.7B · 15,726
- Amica Pension Fund (RI) $1.7B · 2,750
- Basf Corporation Salaried Employees' Pension Plan (NJ) $1.7B · 3,567
- Retirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating Subsidiaries (HI) $1.7B · 2,548
Similar participant headcount
Nearest other-state filings by covered participants (12,188 participants); asset peers above are excluded.
- 3M Employee Retirement Income Plan (MN) 12,160 · 28 off
- Westrock Company Consolidated Pension Plan (GA) 12,238 · 50 off
- Deseret Mutual Master Retirement Plan (UT) 12,102 · 86 off
- Farmers Group, Inc. Employees' Pension Plan (CA) 12,052 · 136 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.