Defined Benefit (Pension) · DOL Form 5500 · 2023
Service Employees Pension Fund of Upstate Ny Pension Plan
Data updated 2026-08-25
- $216M
- Total assets Near avg plan size
- 3,267
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $66,002
- Avg per participant Below avg balance/head
Official DOL plan name: Service Employees Pension Fund of Upstate Ny Upstate New York · Sponsored by Service Employees Pension Fund of Upstate Ny · New York · Other Services
$216M in assets, 3,267 participants
Service Employees Pension Fund of Upstate Ny's Service Employees Pension Fund of Upstate Ny Upstate New York reported $216M in total assets and 3,267 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #7,753 in Other Services (7,857 peers)
Coverage in New York
Service Employees Pension Fund of Upstate Ny Upstate New York covers 3,267 participants in New York, 4.1x the typical New York plan (state average ~798 per filing). Assets: $216M.
- #7,753
- in Other Services (7,857 peers)
- +10.6%
- assets growth YoY
- 2.2×
- vs typical plan assets (national mean)
Service Employees Pension Fund of Upstate Ny Upstate New York's outsized position by total assets
Service Employees Pension Fund of Upstate Ny Upstate New York vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$215,629,222 Top 5% higher than 95% 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
Service Employees Pension Fund of Upstate Ny Upstate New York'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. Service Employees Pension Fund of Upstate Ny Upstate New York lands in the large band (3,267 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Service Employees Pension Fund of Upstate Ny Upstate New York reported net income rose from -$26M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Service Employees Pension Fund of Upstate Ny Upstate New York reported participants fell from 3,715 in the plan year 2022 filing to 3,267 in the plan year 2023 filing.
- Service Employees Pension Fund of Upstate Ny Upstate New York end-of-year assets rose from $195M in the plan year 2022 filing to $216M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 160908576 · Service Employees Pension Fund of Upstate Ny PY 2023 · Defined Benefit (Pension)
Service Employees Pension Fund of Upstate Ny Upstate New York · $216M · 3,267 · 95th
- SCH $216M
- EBSA 3,267
- PART 95th
- TYPE Defined Benefit (Pension)
- NET near Odyssey Reinsurance Company Restated Employees Retirement Plan
- BOOK ind #7753
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 New York →
Service Employees Pension Fund of Upstate Ny Upstate New York in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $195M |
|---|---|
| Net Assets (End of Year) | $215M |
| Net Income | $21M |
| Employer EIN | 160908576 |
| Plan Effective Date | 1965-04-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Service Employees Pension Fund of Upstate Ny)
Sponsor-wide plan assets over time
All Service Employees Pension Fund of Upstate Ny plans reported in each filing year
- Latest sponsor-wide plan assets
- $230M 18.12983200145214% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,715 | $195M |
| 2023 | 1 | 3,267 | $216M |
| 2024 | 1 | 3,247 | $230M |
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 $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
Service Employees Pension Fund of Upstate Ny Upstate New York's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Odyssey Reinsurance Company Restated Employees Retirement Plan in CT ($215M); by covered participants it is Formosa Plastics Corporation, U.S.a. Pension Plan in NJ (3,275 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($216M here).
Similar participant headcount
Nearest other-state filings by covered participants (3,267 participants); asset peers above are excluded.
- Formosa Plastics Corporation, U.S.a. Pension Plan (NJ) 3,275 · 8 off
- Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan (IN) 3,258 · 9 off
- Itw Retirement Accumulation Plan (IL) 3,256 · 11 off
- State Street Retirement Plan (MA) 3,253 · 14 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.