Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees of the Equity-League Pension Trust Fund Pension Plan
Data updated 2026-08-11
- $2.0B
- Total assets
- 25,404
- Participants
- 99th
- Percentile by assets
- $80,535
- Avg per participant
Official DOL plan name: Equity-League Pension Trust Fund · Sponsored by Board of Trustees of the Equity-League Pension Trust Fund · New York · Arts, Entertainment & Recreation
$2.0B in assets, 25,404 participants
Board of Trustees of the Equity-League Pension Trust Fund's Equity-League Pension Trust Fund reported $2.0B in total assets and 25,404 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.
- 99th percentile by assets (of 139,126 plans)
- #3,074 in Arts, Entertainment & Recreation (3,077 peers)
Coverage in New York
Equity-League Pension Trust Fund covers 25,404 participants in New York, 32x the typical New York plan (state average ~798 per filing). Assets: $2.0B.
- $2.0B
- total plan assets (2022 EOY)
- 25,404
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $80,535
- avg assets per participant
The plan reported a net loss of $87M 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. Equity-League Pension Trust Fund reports 25,404 participants - 32x that state average ($2.0B EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $2.1B |
|---|---|
| Net Assets (End of Year) | $2.0B |
| Net Income | -$87M |
| Employer EIN | 136696817 |
| Plan Effective Date | 1960-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Equity-League Pension Trust Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 25,404 | $2.0B |
| 2023 | 1 | 22,936 | $2.2B |
| 2024 | 1 | 20,243 | $2.4B |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Equity-League Pension Trust 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 Equity-League Pension Trust Fund
Equity-League Pension Trust Fund reports $2.0B in end-of-year assets across 25,404 participants (0.017% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.027% of 93,925,755 covered participants) - about $80,535 per participant (58% of the national average assets-per-participant) . Net income for plan year 2022 was -$87M.
This plan identity (EIN 136696817, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.0B to $2.4B (+18.2%) while covered participants moved from 25,404 to 20,243 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 25,404 | $2.0B | This page |
| 2023 | 22,936 | $2.2B | Open filing |
| 2024 · index core | 20,243 | $2.4B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Equity-League Pension Trust Fund (Defined Benefit (Pension), $2.4B, 20,243 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Equity-League Pension Trust Fund by total assets, not by location.
- Directors Guild of America-Producer Pension Plan Basic Benefit Plan (CA) $2.0B · 8,405
- The Kroger Consolidated Retirement Benefit Plan Spin Off (OH) $2.0B · 4,998
- Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee (TN) $2.0B · 2,920
- Carpenters Pension Fund of Illinois (IL) $2.1B · 4,731
Frequently Asked Questions
How did Equity-League Pension Trust Fund assets move in 2022? ▼
How have Board of Trustees of the Equity-League Pension Trust Fund plan assets changed over time? ▼
Where does Equity-League Pension Trust Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Equity-League Pension Trust Fund? ▼
Next read for Equity-League Pension Trust Fund
Filing takeaways
Ways to act on Equity-League Pension Trust Fund's numbers.
- By total assets, Equity-League Pension Trust Fund ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Board of Trustees of the Equity-League Pension Trust Fund's sponsor-wide assets have grown 18.2% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans