Defined Benefit (Pension) · DOL Form 5500 · 2023

Ywca Retirement Fund, Inc. Pension Plan

Data updated 2026-08-25

$387M
Total assets Above avg plan size
4,483
Participants Above avg headcount
97th
Percentile by assets National rank
$86,250
Avg per participant Below avg balance/head
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Official DOL plan name: Ywca Retirement Fund, Inc. · Sponsored by Ywca Retirement Fund, Inc. · New York · Finance & Insurance

$387M in assets, 4,483 participants

Ywca Retirement Fund, Inc.'s Ywca Retirement Fund, Inc. reported $387M in total assets and 4,483 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,391 in Finance & Insurance (8,869 peers)

Coverage in New York

Ywca Retirement Fund, Inc. covers 4,483 participants in New York, 5.6x the typical New York plan (state average ~798 per filing). Assets: $387M.

#8,391
in Finance & Insurance (8,869 peers)
+4.3%
assets growth YoY
3.9×
vs typical plan assets (national mean)

Ywca Retirement Fund, Inc.'s outsized position by total assets

Ywca Retirement Fund, Inc. vs every filed plan by assets

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

$386,659,522 Top 3% higher than 97% 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

Ywca Retirement Fund, Inc.'s large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ywca Retirement Fund, Inc. lands in the large band (4,483 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ywca Retirement Fund, Inc. reported net income rose from -$39M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Ywca Retirement Fund, Inc. reported participants fell from 5,138 in the plan year 2022 filing to 4,483 in the plan year 2023 filing.
  • Ywca Retirement Fund, Inc. end-of-year assets rose from $371M in the plan year 2022 filing to $387M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 131624231 · Ywca Retirement Fund, Inc. PY 2023 · Defined Benefit (Pension)

Ywca Retirement Fund, Inc. · $387M · 4,483 · 97th

  • IND $387M
  • EOY 4,483
  • 5500 97th
  • ASSETS Defined Benefit (Pension)
  • PCT near Sturdy Memorial Hospital Inc Retirement Plan
  • EIN ind #8391

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 Finance & Insurance retirement plans → · Plans in New York →

Ywca Retirement Fund, Inc. in the asset neighbourhood

Blue Bell Creameries, Inc. Pension PlanBlue Bell Creameries, Inc. P…$388MKeystone Employees' Retirement PlanKeystone Employees' Retireme…$388MScripps/Journal Pension Plan$387MSturdy Memorial Hospital Inc Retirement PlanSturdy Memorial Hospital Inc…$387MYwca Retirement Fund, Inc.$387M
End-of-year total assets ($M) among Ywca Retirement Fund, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$371M
Net Assets (End of Year)$379M
Net Income$17M
Employer EIN131624231
Plan Effective Date1925-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ywca Retirement Fund, Inc.)

Sponsor-wide plan assets over time

All Ywca Retirement Fund, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$407M 9.885127964565475% vs 2022
2024 filing year
$360M$380M$400M$420M 202220232024 $371M $407M ▲ +9.9%
Year Plans Participants Total Assets
2022 1 5,138 $371M
2023 1 4,483 $387M
2024 1 4,468 $407M

Nearby Defined Benefit (Pension) Plans in New York

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

Ywca Retirement Fund, Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Ywca Retirement Fund, Inc., Total assets ($B): 0.386659522 · Participants: 4483Ywca Retirement Fund, Inc.IBM 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
Ywca Retirement Fund, Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Ywca Retirement Fund, Inc. side-by-side with 3 peers →

Ywca Retirement Fund, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Sturdy Memorial Hospital Inc Retirement Plan in MA ($387M); by covered participants it is Edison Pension Plan in OR (4,497 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($387M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,483 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 Ywca Retirement Fund, Inc. assets move in 2023? ▼
Ywca Retirement Fund, Inc. edged up modestly - up 4.3% during 2023, from $371M to $387M. Reported net income was $17M.
How have Ywca Retirement Fund, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ywca Retirement Fund, Inc.'s sponsor-wide assets grew 9.9%, from $371M to $407M.
Where does Ywca Retirement Fund, Inc. rank by assets among Form 5500 filers? ▼
Ywca Retirement Fund, Inc. ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Ywca Retirement Fund, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sturdy Memorial Hospital Inc Retirement Plan in MA ($387M, 1,418 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ywca Retirement Fund, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Edison Pension Plan in OR (4,497 participants, $922M 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 131624231.

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.