Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees, Aftra Retirement Plan Pension Plan
Data updated 2026-08-25
- $2.7B
- Total assets Very large vs avg
- 17,771
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $154,027
- Avg per participant Above avg balance/head
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.
- #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.
- #2,878
- in Information & Media (2,911 peers)
- -1.5%
- assets change YoY
- 27×
- vs typical plan assets (national mean)
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.
Aftra Retirement Plan's outsized position 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 Highest reported value at or above every one 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
Aftra Retirement Plan'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. Aftra Retirement Plan is a mega filing (17,771 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 136414972 · Board of Trustees, Aftra Retirement Plan PY 2022 · Defined Benefit (Pension)
Aftra Retirement Plan · $2.7B · 17,771 · 100th
- TYPE $2.7B
- TYPE 17,771
- TYPE 100th
- TYPE Defined Benefit (Pension)
- TYPE near General Mills Pension Plan I
- TYPE ind #2878
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 Information & Media retirement plans → · Plans in New York →
Aftra Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees, Aftra Retirement Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.9B 6.571220069613351% vs 2022
- 2023 filing year
| 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.
- 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
Aftra Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is General Mills Pension Plan I in MN ($2.7B); by covered participants it is Northside Hospital, Inc. Pension Plan in GA (17,850 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.7B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (17,771 participants); asset peers above are excluded.
- Northside Hospital, Inc. Pension Plan (GA) 17,850 · 79 off
- The Prudential Merged Retirement Plan (NJ) 17,538 · 233 off
- Marathon Petroleum Retirement Plan (OH) 17,390 · 381 off
- N. Atlantic States Carp. Pension Fund (MA) 17,323 · 448 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.