Defined Benefit (Pension) · DOL Form 5500 · 2023

New York Independent System Operator Pension Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
197
Participants Below avg headcount
75th
Percentile by assets National rank
$114,999
Avg per participant Below avg balance/head
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Official DOL plan name: New York Independent System Operator Pension Plan · Sponsored by New York Independent System Operator · New York · Professional & Technical Services

$23M in assets, 197 participants

New York Independent System Operator's New York Independent System Operator Pension Plan reported $23M in total assets and 197 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,225 in Professional & Technical Services (20,321 peers)

Coverage in New York

New York Independent System Operator Pension Plan covers 197 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $23M.

#15,225
in Professional & Technical Services (20,321 peers)
-4.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

New York Independent System Operator Pension Plan's outsized position by total assets

New York Independent System Operator Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$22,654,838 Top 25% higher than 75% of 127,068 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 2023

New York Independent System Operator Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New York Independent System Operator Pension Plan sits mid-pack in the medium band (197 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • New York Independent System Operator Pension Plan reported net income rose from -$2M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • New York Independent System Operator Pension Plan reported participants fell from 213 in the plan year 2022 filing to 197 in the plan year 2023 filing.
  • New York Independent System Operator Pension Plan end-of-year assets fell from $24M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 141815612 · New York Independent System Operator PY 2023 · Defined Benefit (Pension)

New York Independent System Operator Pension Plan · $23M · 197 · 75th

  • EBSA $23M
  • EBSA 197
  • EBSA 75th
  • EBSA Defined Benefit (Pension)
  • EBSA near Touro Infirmary Retirement Plan
  • EBSA ind #15225

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 Professional & Technical Services retirement plans → · Plans in New York →

New York Independent System Operator Pension Plan in the asset neighbourhood

Schwebel Baking Company Collectively Bargained Pension PlanSchwebel Baking Company Coll…$23MSpencer Gifts LLC Pension PlanSpencer Gifts LLC Pension Pl…$23MTouro Infirmary Retirement PlanTouro Infirmary Retirement P…$23MNew York Independent System Operator Pension PlanNew York Independent System …$23MSun Federal Credit Union Defined Benefit Plan and TrustSun Federal Credit Union Def…$23M
End-of-year total assets ($M) among New York Independent System Operator Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$23M
Net Income-$1M
Employer EIN141815612
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New York Independent System Operator)

Sponsor-wide plan assets over time

All New York Independent System Operator plans reported in each filing year

Latest sponsor-wide plan assets
$345M 33.096420778689335% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $259M $345M ▲ +33.1%
Year Plans Participants Total Assets
2022 2 761 $259M
2023 2 768 $307M
2024 2 787 $345M

Nearby Defined Benefit (Pension) Plans in New York

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

New York Independent System Operator Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants New York Independent System Operator Pension Plan, Total assets ($B): 0.022654838 · Participants: 197New York Independent System Operator Pension PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
New York Independent System Operator Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare New York Independent System Operator Pension Plan side-by-side with 3 peers →

New York Independent System Operator 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 Touro Infirmary Retirement Plan in LA ($23M); by covered participants it is Pension Plan for Certain Salaried Ees of Alcoa USA Corp. in PA (197 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (197 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did New York Independent System Operator Pension Plan assets move in 2023? ▼
New York Independent System Operator Pension Plan edged down modestly - down 4.4% during 2023, from $24M to $23M. Reported net income was -$1M.
How have New York Independent System Operator plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New York Independent System Operator's sponsor-wide assets grew 33.1%, from $259M to $345M.
Where does New York Independent System Operator Pension Plan rank by assets among Form 5500 filers? ▼
New York Independent System Operator Pension Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to New York Independent System Operator Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Touro Infirmary Retirement Plan in LA ($23M, 612 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to New York Independent System Operator Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Certain Salaried Ees of Alcoa USA Corp. in PA (197 participants, $500M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 141815612.

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.