Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees of the Equity-League Pension Trust Fund Pension Plan
Data updated 2026-08-25
- $2.0B
- Total assets Very large vs avg
- 25,404
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $80,535
- Avg per participant Below avg balance/head
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.
- #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.
- #3,074
- in Arts, Entertainment & Recreation (3,077 peers)
- -3.5%
- assets change YoY
- 21×
- vs typical plan assets (national mean)
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.
Equity-League Pension Trust Fund's outsized position by total assets
Equity-League Pension Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,045,905,616 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
Equity-League Pension Trust 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. Equity-League Pension Trust Fund is a mega filing (25,404 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 136696817 · Board of Trustees of the Equity-League Pension Trust Fund PY 2022 · Defined Benefit (Pension)
Equity-League Pension Trust Fund · $2.0B · 25,404 · 99th
- PCT $2.0B
- EIN 25,404
- RANK 99th
- PHOTO Defined Benefit (Pension)
- IND near Directors Guild of America-Producer Pension Plan Basic Benefit Plan
- EOY ind #3074
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 Arts, Entertainment & Recreation retirement plans → · Plans in New York →
Equity-League Pension Trust Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees of the Equity-League Pension Trust Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.4B 18.19821858292411% vs 2022
- 2024 filing year
| 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.
- 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)
Equity-League Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Directors Guild of America-Producer Pension Plan Basic Benefit Plan in CA ($2.0B); by covered participants it is The Southern Company Pension Plan in GA (25,663 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.0B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (25,404 participants); asset peers above are excluded.
- The Southern Company Pension Plan (GA) 25,663 · 259 off
- The Travelers Pension Plan (MN) 25,144 · 260 off
- Disney Associated Companies' Retirement Plan (CA) 25,666 · 262 off
- Desert States Employers & Ufcw Unions Pension Plan (AZ) 25,673 · 269 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.