Defined Benefit (Pension) · DOL Form 5500 · 2023
Bd of Trustees SEIU Affiliates Officers and Employees Pension Plan Pension Plan
Data updated 2026-08-25
- $1.5B
- Total assets Very large vs avg
- 8,555
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $171,243
- Avg per participant Above avg balance/head
Official DOL plan name: SEIU Affiliates Officers and Employees Pension Plan · Sponsored by Bd of Trustees SEIU Affiliates Officers and Employees Pension Plan · District of Columbia · Other Services
$1.5B in assets, 8,555 participants
Bd of Trustees SEIU Affiliates Officers and Employees Pension Plan's SEIU Affiliates Officers and Employees Pension Plan reported $1.5B in total assets and 8,555 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #7,844 in Other Services (7,857 peers)
Coverage in District of Columbia
SEIU Affiliates Officers and Employees Pension Plan covers 8,555 participants in District of Columbia, 5.9x the typical District of Columbia plan (state average ~1,456 per filing). Assets: $1.5B.
- #7,844
- in Other Services (7,857 peers)
- +12.2%
- assets growth YoY
- 15×
- vs typical plan assets (national mean)
SEIU Affiliates Officers and Employees Pension Plan's outsized position by total assets
SEIU Affiliates Officers and Employees Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,464,981,901 Top 1% higher than 99% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
SEIU Affiliates Officers and Employees Pension Plan'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. SEIU Affiliates Officers and Employees Pension Plan lands in the large band (8,555 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- SEIU Affiliates Officers and Employees Pension Plan reported net income rose from -$188M in the plan year 2022 filing to $160M in the plan year 2023 filing.
- SEIU Affiliates Officers and Employees Pension Plan reported participants fell from 11,828 in the plan year 2022 filing to 8,555 in the plan year 2023 filing.
- SEIU Affiliates Officers and Employees Pension Plan end-of-year assets rose from $1.3B in the plan year 2022 filing to $1.5B in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 520812348 · Bd of Trustees SEIU Affiliates Officers and Employees Pension Plan PY 2023 · Defined Benefit (Pension)
SEIU Affiliates Officers and Employees Pension Plan · $1.5B · 8,555 · 99th
- NET $1.5B
- NET 8,555
- NET 99th
- NET Defined Benefit (Pension)
- NET near Employee Retirement Income Plan - Hourly East
- NET ind #7844
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 Other Services retirement plans → · Plans in District of Columbia →
SEIU Affiliates Officers and Employees Pension Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $1.3B |
|---|---|
| Net Assets (End of Year) | $1.5B |
| Net Income | $160M |
| Employer EIN | 520812348 |
| Plan Effective Date | 1964-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trustees SEIU Affiliates Officers and Employees Pension Plan)
Sponsor-wide plan assets over time
All Bd of Trustees SEIU Affiliates Officers and Employees Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.6B 25.569790951307798% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11,828 | $1.3B |
| 2023 | 1 | 8,555 | $1.5B |
| 2024 | 1 | 8,921 | $1.6B |
Nearby Defined Benefit (Pension) Plans in District of Columbia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central Pension Fund of the Iuoe & Participating Employers $24.9B · 100,627
- Iam National Pension Fund $14.3B · 92,151
- United Mine Workers of America 1974 Pension Plan $3.5B · 52
- Danaher Corporation & Subsidiaries Pension Plan $1.9B · 3,354
- Liuna Staff and Affiliates Pension Fund $1.8B · 3,533
Scale composition for SEIU Affiliates Officers and Employees Pension Plan
SEIU Affiliates Officers and Employees Pension Plan reports $1.5B in end-of-year assets across 8,555 participants (0.012% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $171,243 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2023 was $160M.
This plan identity (EIN 520812348, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.3B to $1.6B (+25.6%) while covered participants moved from 11,828 to 8,921 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,828 | $1.3B | Open filing |
| 2023 | 8,555 | $1.5B | This page |
| 2024 · index core | 8,921 | $1.6B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- SEIU Affiliates Officers and Employees Pension Plan (Defined Benefit (Pension), $1.6B, 8,921 participants)
SEIU Affiliates Officers and Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside District of Columbia, the nearest Defined Benefit (Pension) by assets is Employee Retirement Income Plan - Hourly East in WA ($1.5B); by covered participants it is Martin Marietta Pension Plan in NC (8,546 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.5B here).
- Employee Retirement Income Plan - Hourly East (WA) $1.5B · 1,729
- Retirement Plan of Carilion Clinic (VA) $1.5B · 11,006
- Laborers National Pension Fund (TX) $1.5B · 10,090
- Koch Employees' Pension Plan (KS) $1.5B · 5,542
Similar participant headcount
Nearest other-state filings by covered participants (8,555 participants); asset peers above are excluded.
- Martin Marietta Pension Plan (NC) 8,546 · 9 off
- Southern California IBEW-NECA Pension Plan (CA) 8,531 · 24 off
- International Brotherhood of Teamsters Union Local 710 Pension Fund (IL) 8,622 · 67 off
- Hormel Foods Corporation Pension Plan (MN) 8,622 · 67 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.