Defined Benefit (Pension) · DOL Form 5500 · 2023
New York Life Insurance Company Pension Plan
Data updated 2026-08-25
- $4.1B
- Total assets Very large vs avg
- 9,463
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $432,756
- Avg per participant High balance/head
Official DOL plan name: New York Life Insurance Company Pension Plan · Sponsored by New York Life Insurance Company · New York · Finance & Insurance
$4.1B in assets, 9,463 participants
New York Life Insurance Company's New York Life Insurance Company Pension Plan reported $4.1B in total assets and 9,463 participants in its 2023 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.
- #8,805 in Finance & Insurance (8,869 peers)
Coverage in New York
New York Life Insurance Company Pension Plan covers 9,463 participants in New York, 12x the typical New York plan (state average ~798 per filing). Assets: $4.1B.
- #8,805
- in Finance & Insurance (8,869 peers)
- +4.8%
- assets growth YoY
- 41×
- vs typical plan assets (national mean)
New York Life Insurance Company Pension Plan's outsized position by total assets
New York Life Insurance Company Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,095,166,690 Highest reported value at or above every one 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
New York Life Insurance Company 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. New York Life Insurance Company Pension Plan lands in the large band (9,463 participants).
DOL schedule card
Filing strip 135582869 · New York Life Insurance Company PY 2023 · Defined Benefit (Pension)
New York Life Insurance Company Pension Plan · $4.1B · 9,463 · 100th
- RANK $4.1B
- RANK 9,463
- RANK 100th
- RANK Defined Benefit (Pension)
- RANK near Disney Salaried Pension Plan a
- RANK ind #8805
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 →
New York Life Insurance Company Pension Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $3.9B |
|---|---|
| Net Assets (End of Year) | $4.1B |
| Net Income | $187M |
| Employer EIN | 135582869 |
| Plan Effective Date | 1959-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New York Life Insurance Company)
Sponsor-wide plan assets over time
All New York Life Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $13.3B 63.179526029500806% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 36,622 | $8.1B |
| 2023 | 4 | 44,938 | $12.9B |
| 2024 | 4 | 45,855 | $13.3B |
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
Scale composition for New York Life Insurance Company Pension Plan
New York Life Insurance Company Pension Plan reports $4.1B in end-of-year assets across 9,463 participants (0.033% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $432,756 per participant (3.1x the national average assets-per-participant) . Net income for plan year 2023 was $187M.
This plan identity (EIN 135582869, plan #001) has 2 Form 5500 filings on file from 2023 to 2024 , with end-of-year assets moving from $4.1B to $4.0B (-3.5%) while covered participants moved from 9,463 to 9,376 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2023 | 9,463 | $4.1B | This page |
| 2024 · index core | 9,376 | $4.0B | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- New York Life Insurance Company Employee Progress Sharing Investment Plan (401(k), $5.0B, 12,949 participants)
- New York Life Insurance Company Pension Plan (Defined Benefit (Pension), $4.0B, 9,376 participants)
- Nylic Retirement Plan (Defined Benefit (Pension), $3.1B, 12,292 participants)
- New York Life Insurance Company Agents Progress- Sharing Investment Plan (401(k), $1.2B, 11,238 participants)
New York Life Insurance Company Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Disney Salaried Pension Plan a in CA ($4.1B); by covered participants it is Adm Pension Plan for Hourly-Wage Employees in IL (9,449 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4.1B here).
- Disney Salaried Pension Plan a (CA) $4.1B · 4,631
- Fca US LLC Pension Plan (MI) $4.1B · 2,903
- Cigna Pension Plan (PA) $4.1B · 9,040
- The Coca-Cola Company Pension Plan (GA) $4.1B · 7,024
Similar participant headcount
Nearest other-state filings by covered participants (9,463 participants); asset peers above are excluded.
- Adm Pension Plan for Hourly-Wage Employees (IL) 9,449 · 14 off
- Smithfield Foods Salaried Pension Plan (VA) 9,484 · 21 off
- The Retirement Benefit Plan of American Airlines, Inc. for Flight Attendants (TX) 9,497 · 34 off
- Methodist Health System Employee Retirement Plan (TX) 9,508 · 45 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.