Defined Benefit (Pension) · DOL Form 5500 · 2022
Bd of Trustees-Adjustable Plan of the National Retirement Fund Pension Plan
Data updated 2026-08-11
- $125M
- Total assets
- 25,052
- Participants
- 94th
- Percentile by assets
- $4,996
- Avg per participant
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.
- 94th percentile by assets (of 139,126 plans)
- #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.
- $125M
- total plan assets (2022 EOY)
- 25,052
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $4,996
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Adjustable Plan of the National Retirement Fund reports 25,052 participants - 31x that state average ($125M EOY assets).
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)
| 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.
Adjustable Plan of the National Retirement Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Adjustable Plan of the National Retirement Fund by total assets, not by location.
Frequently Asked Questions
How did Adjustable Plan of the National Retirement Fund assets move in 2022? ▼
How have Bd of Trustees-Adjustable Plan of the National Retirement Fund plan assets changed over time? ▼
Where does Adjustable Plan of the National Retirement Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Adjustable Plan of the National Retirement Fund? ▼
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Filing takeaways
Ways to act on Adjustable Plan of the National Retirement Fund's numbers.
- By total assets, Adjustable Plan of the National Retirement Fund ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Bd of Trustees-Adjustable Plan of the National Retirement Fund's sponsor-wide assets have grown 9.6% since 2022 across 3 plan years on file. More Finance & Insurance plans