Defined Benefit (Pension) · DOL Form 5500 · 2022
Bd of Trustees-Adjustable Plan of the National Retirement Fund Pension Plan
Data updated 2026-08-25
- $125M
- Total assets Near avg plan size
- 25,052
- Participants Very large workforce
- 94th
- Percentile by assets National rank
- $4,996
- Avg per participant Low balance/head
Official DOL plan name: Adjustable Plan of the National Retirement Fund · Sponsored by Bd of Trustees-Adjustable Plan of the National Retirement Fund · New York · Finance & Insurance
$125M in assets, 25,052 participants
Bd of Trustees-Adjustable Plan of the National Retirement Fund's Adjustable Plan of the National Retirement Fund reported $125M in total assets and 25,052 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #8,333 in Finance & Insurance (9,261 peers)
Coverage in New York
Adjustable Plan of the National Retirement Fund covers 25,052 participants in New York, 31x the typical New York plan (state average ~798 per filing). Assets: $125M.
- #8,333
- in Finance & Insurance (9,261 peers)
- -3.7%
- assets change YoY
- 1.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Adjustable Plan of the National Retirement Fund's outsized position by total assets
Adjustable Plan of the National Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$125,168,954 Top 6% higher than 94% 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
Adjustable 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. Adjustable Plan of the National Retirement Fund is a mega filing (25,052 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 136130178 · Bd of Trustees-Adjustable Plan of the National Retirement Fund PY 2022 · Defined Benefit (Pension)
Adjustable Plan of the National Retirement Fund · $125M · 25,052 · 94th
- 5500 $125M
- 5500 25,052
- 5500 94th
- 5500 Defined Benefit (Pension)
- 5500 near Dairy Industry - Union Pension Plan for Philadelphia and Vicinity
- 5500 ind #8333
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 →
Adjustable Plan of the National Retirement Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $130M |
|---|---|
| Net Assets (End of Year) | $115M |
| Net Income | -$15M |
| Employer EIN | 136130178 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trustees-Adjustable Plan of the National Retirement Fund)
Sponsor-wide plan assets over time
All Bd of Trustees-Adjustable 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 Adjustable Plan of the National Retirement Fund
Adjustable Plan of the National Retirement Fund reports $125M in end-of-year assets across 25,052 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.027% of 93,925,755 covered participants) - about $4,996 per participant (4% of the national average assets-per-participant) . Net income for plan year 2022 was -$15M.
This plan identity (EIN 136130178, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $125M to $162M (+29.3%) while covered participants moved from 25,052 to 27,139 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 25,052 | $125M | This page |
| 2023 | 23,035 | $139M | Open filing |
| 2024 · index core | 27,139 | $162M | 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)
Adjustable 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 Dairy Industry - Union Pension Plan for Philadelphia and Vicinity in NJ ($125M); by covered participants it is The Travelers Pension Plan in MN (25,144 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($125M here).
Similar participant headcount
Nearest other-state filings by covered participants (25,052 participants); asset peers above are excluded.
- The Travelers Pension Plan (MN) 25,144 · 92 off
- The Continental Retirement Plan (TX) 24,855 · 197 off
- GE Pension Plan (CT) 24,626 · 426 off
- The Southern Company Pension Plan (GA) 25,663 · 611 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.