Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees, Aftra Retirement Plan Pension Plan
Data updated 2026-08-11
- $2.7B
- Total assets
- 17,771
- Participants
- 100th
- Percentile by assets
- $154,027
- Avg per participant
Official DOL plan name: Aftra Retirement Plan · Sponsored by Board of Trustees, Aftra Retirement Plan · New York · Information & Media
$2.7B in assets, 17,771 participants
Board of Trustees, Aftra Retirement Plan's Aftra Retirement Plan reported $2.7B in total assets and 17,771 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- 100th percentile by assets (of 139,126 plans)
- #2,878 in Information & Media (2,911 peers)
Coverage in New York
Aftra Retirement Plan covers 17,771 participants in New York, 22x the typical New York plan (state average ~798 per filing). Assets: $2.7B.
- $2.7B
- total plan assets (2022 EOY)
- 17,771
- covered participants
- 100th
- percentile by assets (of 139,126 plans)
- $154,027
- avg assets per participant
The plan reported a net loss of $42M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Aftra Retirement Plan sits by total assets
Aftra Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,737,210,839 Top 1% higher than 100% 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
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Aftra Retirement Plan reports 17,771 participants - 22x that state average ($2.7B EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $2.8B |
|---|---|
| Net Assets (End of Year) | $2.7B |
| Net Income | -$42M |
| Employer EIN | 136414972 |
| Plan Effective Date | 1955-11-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Aftra Retirement Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 17,771 | $2.7B |
| 2023 | 1 | 17,061 | $2.9B |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Aftra Retirement 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 Aftra Retirement Plan by total assets, not by location.
- General Mills Pension Plan I (MN) $2.7B · 423
- Bjc Pension Plan (MO) $2.8B · 19,132
- Union Carbide Employees' Pension Plan (MI) $2.7B · 1,772
- The Retirement Benefit Plan of American Airlines, Inc. for Agent, Management, Specialist, Support Personnel and Officers (TX) $2.8B · 5,477
Frequently Asked Questions
How did Aftra Retirement Plan assets move in 2022? ▼
How have Board of Trustees, Aftra Retirement Plan plan assets changed over time? ▼
Where does Aftra Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Aftra Retirement Plan? ▼
Next read for Aftra Retirement Plan
Filing takeaways
Ways to act on Aftra Retirement Plan's numbers.
- By total assets, Aftra Retirement Plan 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, Aftra Retirement Plan's sponsor-wide assets have grown 6.6% since 2022 across 2 plan years on file. More Information & Media plans