Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

American Civil Liberties Union Retirement Plan

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

Sponsored by American Civil Liberties Union Β· New York Β· Professional & Technical Services

What the 2023 filing shows

American Civil Liberties Union Retirement Plan holds $155M for 230 participants - about $673,404 per participant, down 22.6% over the 2022 plan year.

$155M
total plan assets (2022 EOY)
230
covered participants
$673,404
avg assets per participant
-22.6%
assets change YoY

The plan reported a net loss of $45M for the year β€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$155M
Participants
230
State
Industry
Professional & Technical Services

What the Filing Says About American Civil Liberties Union Retirement Plan

American Civil Liberties Union Retirement Plan is a Defined Benefit (Pension) retirement plan sponsored by American Civil Liberties Union, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $155M in total end-of-year assets and covers 230 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 133871360, and the plan has been effective since 1965-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $200M at the beginning of 2022 to $155M at year-end β€” a decline of 22.6%. Net assets (after liabilities) closed the year at $155M, with reported net income of $-45,117,228 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 2 prior plan-year filings 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 β€” 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)$200M
Total Assets (End of Year)$155M
Net Assets (End of Year)$155M
Net Income$-45,117,228
Plan TypeDefined Benefit (Pension)
Employer EIN133871360
Plan Effective Date1965-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Civil Liberties Union)

Year Plans Participants Total Assets
2022 3 1,946 $260M
2023 2 2,029 $364M
2024 2 2,102 $408M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the American Civil Liberties Union Retirement Plan?
As of the 2022 Form 5500 filing, American Civil Liberties Union Retirement Plan holds $155M in total assets with 230 participants. It is sponsored by American Civil Liberties Union.
What type of plan is American Civil Liberties Union Retirement Plan?
American Civil Liberties Union Retirement Plan is a Defined Benefit (Pension) plan. It has been effective since 1965-07-01. The plan is filed with the U.S. Department of Labor under EIN 133871360.
Who sponsors the American Civil Liberties Union Retirement Plan?
American Civil Liberties Union Retirement Plan is sponsored by American Civil Liberties Union, located in New York. The sponsor's EIN is 133871360 and the plan operates in the Professional & Technical Services industry.
How did American Civil Liberties Union Retirement Plan perform in 2022?
American Civil Liberties Union Retirement Plan declined by 22.6% during 2022, moving from $200M to $155M in total assets. Net income was $-45,117,228.
Where can I find official filings for American Civil Liberties Union Retirement Plan?
Official Form 5500 filings for American Civil Liberties Union Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 133871360 or plan name at efast.dol.gov.
How does American Civil Liberties Union Retirement Plan compare to other plans?
You can compare American Civil Liberties Union Retirement Plan against other Defined Benefit (Pension) 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) β€” original filing retrieval by EIN 133871360.

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

Reference: IRS Publication 590-B β€” 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.