Defined Benefit (Pension) · DOL Form 5500 · 2022
The Shubert Organization, Inc. Pension Plan
Data updated 2026-08-11
- $148M
- Total assets
- 146
- Participants
- 95th
- Percentile by assets
- $1.0M
- Avg per participant
Official DOL plan name: The Shubert Organization, Inc. Employees Pension Plan · Sponsored by The Shubert Organization, Inc. · New York · Real Estate
$148M in assets, 146 participants
The Shubert Organization, Inc.'s The Shubert Organization, Inc. Employees Pension Plan reported $148M in total assets and 146 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 139,126 plans)
- #4,995 in Real Estate (5,057 peers)
Coverage in New York
The Shubert Organization, Inc. Employees Pension Plan covers 146 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $148M.
- $148M
- total plan assets (2022 EOY)
- 146
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $1.0M
- avg assets per participant
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. The Shubert Organization, Inc. Employees Pension Plan reports 146 participants - about 18% of that state average ($148M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $148M |
|---|---|
| Net Assets (End of Year) | $148M |
| Net Income | $403K |
| Employer EIN | 132751366 |
| Plan Effective Date | 1960-11-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Shubert Organization, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 374 | $208M |
| 2023 | 2 | 461 | $253M |
| 2024 | 1 | 317 | $81M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
The Shubert Organization, Inc. Employees Pension Plan 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to The Shubert Organization, Inc. Employees Pension Plan by total assets, not by location.
- The Gates Group Retirement Plan (CO) $148M · 234
- Kansas Construction Trades Open End Pension Trust Fund (KS) $148M · 819
- Unitil Corporation Retirement Plan (NH) $148M · 207
- Edgewell Personal Care Company Defined Benefit Plan (CT) $148M · 708
Frequently Asked Questions
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Filing takeaways
Ways to act on The Shubert Organization, Inc. Employees Pension Plan's numbers.
- By total assets, The Shubert Organization, Inc. Employees Pension Plan ranks in the top 5% 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
- The Shubert Organization, Inc.'s sponsor-wide assets have declined 60.8% since 2022 across 3 plan years on file. More Real Estate plans