Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

BD OF TRUSTEES SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLAN

This Defined Benefit (Pension) plan holds $1.5B in total assets and serves 8,555 participants as of 2023. It is sponsored by BD OF TRUSTEES SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLAN in District of Columbia. The plan reported positive net income of $160M for the year.

Total Assets (2023)
$1.5B
Participants
8,555
Industry
Other Services

What the Filing Says About SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLAN

SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by BD OF TRUSTEES SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLAN, headquartered in District of Columbia. As of the 2023 Form 5500 filing, the plan reports $1.5B in total end-of-year assets and covers 8,555 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 520812348, and the plan has been effective since 1964-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $1.3B at the beginning of 2023 to $1.5B at year-end — a gain of 12.2%. Net assets (after liabilities) closed the year at $1.5B, with reported net income of $160M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$1.3B
Total Assets (End of Year)$1.5B
Net Assets (End of Year)$1.5B
Net Income$160M
Plan TypeDefined Benefit (Pension)
Employer EIN520812348
Plan Effective Date1964-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (BD OF TRUSTEES SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLAN)

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.

Frequently Asked Questions

How much money is in the SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLAN?
As of the 2023 Form 5500 filing, SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLAN holds $1.5B in total assets with 8,555 participants. It is sponsored by BD OF TRUSTEES SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLAN.
What type of plan is SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLAN?
SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLAN is a Defined Benefit (Pension) plan. It has been effective since 1964-10-01. The plan is filed with the U.S. Department of Labor under EIN 520812348.
Who sponsors the SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLAN?
SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLAN is sponsored by BD OF TRUSTEES SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLAN, located in District of Columbia. The sponsor's EIN is 520812348 and the plan operates in the Other Services industry.
How did SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLAN perform in 2023?
SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLAN grew by 12.2% during 2023, moving from $1.3B to $1.5B in total assets. Net income was $160M.
Where can I find official filings for SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLAN?
Official Form 5500 filings for SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 520812348 or plan name at efast.dol.gov.
How does SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLAN compare to other plans?
You can compare SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in District of Columbia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 520812348.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.