Defined Benefit (Pension) · DOL Form 5500 · 2022

The Shubert Organization, Inc. Pension Plan

Data updated 2026-08-25

$148M
Total assets Near avg plan size
146
Participants Small participant base
95th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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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.

  • #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.

#4,995
in Real Estate (5,057 peers)
+0.3%
assets growth YoY
1.5×
vs typical plan assets (national mean)

The Shubert Organization, Inc. Employees Pension Plan's outsized position by total assets

The Shubert Organization, Inc. Employees Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$148,329,445 Top 5% higher than 95% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

The Shubert Organization, Inc. Employees Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Shubert Organization, Inc. Employees Pension Plan sits mid-pack in the medium band (146 participants).

Published 5500 schedule card

Filing strip 132751366 · The Shubert Organization, Inc. PY 2022 · Defined Benefit (Pension)

The Shubert Organization, Inc. Employees Pension Plan · $148M · 146 · 95th

  • ASSETS $148M
  • PCT 146
  • EIN 95th
  • RANK Defined Benefit (Pension)
  • PHOTO near The Gates Group Retirement Plan
  • IND ind #4995

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 Real Estate retirement plans → · Plans in New York →

The Shubert Organization, Inc. Employees Pension Plan in the asset neighbourhood

The Gates Group Retirement PlanThe Gates Group Retirement P…$148MThe Shubert Organization, Inc. Employees Pension PlanThe Shubert Organization, In…$148MKansas Construction Trades Open End Pension Trust FundKansas Construction Trades O…$148MUnitil Corporation Retirement PlanUnitil Corporation Retiremen…$148MEdgewell Personal Care Company Defined Benefit PlanEdgewell Personal Care Compa…$148M
End-of-year total assets ($M) among The Shubert Organization, Inc. Employees Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$148M
Net Assets (End of Year)$148M
Net Income$403K
Employer EIN132751366
Plan Effective Date1960-11-15
Filing StatusFILING RECEIVED

Sponsor Plan History (The Shubert Organization, Inc.)

Sponsor-wide plan assets over time

All The Shubert Organization, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$81M 60.836507445216206% vs 2022
2024 filing year
$0M$100M$200M$300M 202220232024 $208M $81.4M ▼ -60.8%
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 Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants The Shubert Organization, Inc. Employees Pension Plan, Total assets ($B): 0.148329445 · Participants: 146The Shubert Organization, Inc. Employees Pension PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
The Shubert Organization, Inc. Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare The Shubert Organization, Inc. Employees Pension Plan side-by-side with 3 peers →

The Shubert Organization, Inc. Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is The Gates Group Retirement Plan in CO ($148M); by covered participants it is Beachfleischman PLLC Employees' Cash Balance Plan in AZ (146 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($148M here).

Similar participant headcount

Nearest other-state filings by covered participants (146 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Shubert Organization, Inc. Employees Pension Plan assets move in 2022? ▼
The Shubert Organization, Inc. Employees Pension Plan held essentially flat - up 0.3% during 2022, from $148M to $148M. Reported net income was $403K.
How have The Shubert Organization, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Shubert Organization, Inc.'s sponsor-wide assets declined 60.8%, from $208M to $81M.
Where does The Shubert Organization, Inc. Employees Pension Plan rank by assets among Form 5500 filers? ▼
The Shubert Organization, Inc. Employees Pension Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Shubert Organization, Inc. Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Gates Group Retirement Plan in CO ($148M, 234 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Shubert Organization, Inc. Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Beachfleischman PLLC Employees' Cash Balance Plan in AZ (146 participants, $9M in assets).

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) - original filing retrieval by EIN 132751366.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.