Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees-New York State Nurses Association Pension Plan Pension Plan

Data updated 2026-08-25

$5.5B
Total assets Very large vs avg
19,697
Participants Very large workforce
100th
Percentile by assets National rank
$276,793
Avg per participant High balance/head
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Official DOL plan name: New York State Nurses Association Pension Plan · Sponsored by Board of Trustees-New York State Nurses Association Pension Plan · New York · Finance & Insurance

$5.5B in assets, 19,697 participants

Board of Trustees-New York State Nurses Association Pension Plan's New York State Nurses Association Pension Plan reported $5.5B in total assets and 19,697 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.

  • #8,828 in Finance & Insurance (8,869 peers)

Coverage in New York

New York State Nurses Association Pension Plan covers 19,697 participants in New York, 25x the typical New York plan (state average ~798 per filing). Assets: $5.5B.

#8,828
in Finance & Insurance (8,869 peers)
+8.6%
assets growth YoY
55×
vs typical plan assets (national mean)

New York State Nurses Association Pension Plan's outsized position by total assets

New York State Nurses Association Pension Plan vs every filed plan by assets

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

$5,451,988,225 Highest reported value at or above every one 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

New York State Nurses Association Pension Plan's mega-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 State Nurses Association Pension Plan is a mega filing (19,697 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • New York State Nurses Association Pension Plan reported net income rose from -$746M in the plan year 2022 filing to $427M in the plan year 2023 filing.
  • New York State Nurses Association Pension Plan end-of-year assets rose from $5.0B in the plan year 2022 filing to $5.5B in the plan year 2023 filing.
  • New York State Nurses Association Pension Plan reported participants rose from 18,592 in the plan year 2022 filing to 19,697 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 136604799 · Board of Trustees-New York State Nurses Association Pension Plan PY 2023 · Defined Benefit (Pension)

New York State Nurses Association Pension Plan · $5.5B · 19,697 · 100th

  • TYPE $5.5B
  • NET 19,697
  • BOOK 100th
  • VS-ST Defined Benefit (Pension)
  • BOY near Ufcw Consolidated Pension Fund
  • SCH ind #8828

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 State Nurses Association Pension Plan in the asset neighbourhood

Bp Retirement Accumulation PlanBp Retirement Accumulation P…$5.5BKaiser Permanente Employees Pension PlanKaiser Permanente Employees …$5.5BUfcw Consolidated Pension FundUfcw Consolidated Pension Fu…$5.5BNew York State Nurses Association Pension PlanNew York State Nurses Associ…$5.5BRetirement Plan for Employees of Aetna Inc.Retirement Plan for Employee…$5.4B
End-of-year total assets ($B) among New York State Nurses Association Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$5.0B
Net Assets (End of Year)$5.4B
Net Income$427M
Employer EIN136604799
Plan Effective Date1972-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees-New York State Nurses Association Pension Plan)

Sponsor-wide plan assets over time

All Board of Trustees-New York State Nurses Association Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$5.9B 16.963301080308906% vs 2022
2024 filing year
$4.5B$5B$5.5B$6B 202220232024 $5.02B $5.87B ▲ +16.9%
Year Plans Participants Total Assets
2022 1 18,592 $5.0B
2023 1 19,697 $5.5B
2024 1 20,564 $5.9B

Nearby Defined Benefit (Pension) Plans in New York

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

New York State Nurses Association Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 051015202530 Total assets ($B) Participants New York State Nurses Association Pension Plan, Total assets ($B): 5.451988225 · Participants: 19697New York State Nurses Association Pension PlanIBM 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
New York State Nurses Association Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare New York State Nurses Association Pension Plan side-by-side with 3 peers →

Scale composition for New York State Nurses Association Pension Plan

New York State Nurses Association Pension Plan reports $5.5B in end-of-year assets across 19,697 participants (0.044% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.021% of 93,925,755 covered participants) - about $276,793 per participant (2.0x the national average assets-per-participant) . Net income for plan year 2023 was $427M.

This plan identity (EIN 136604799, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $5.0B to $5.9B (+17.0%) while covered participants moved from 18,592 to 20,564 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 18,592 $5.0B Open filing
2023 19,697 $5.5B This page
2024 · index core 20,564 $5.9B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

New York State Nurses Association 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 Ufcw Consolidated Pension Fund in GA ($5.5B); by covered participants it is Lockheed Martin Corporation Salaried Employee Retirement Program in MD (19,673 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5.5B here).

Similar participant headcount

Nearest other-state filings by covered participants (19,697 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 New York State Nurses Association Pension Plan assets move in 2023? ▼
New York State Nurses Association Pension Plan grew at a solid clip - up 8.6% during 2023, from $5.0B to $5.5B. Reported net income was $427M.
How have Board of Trustees-New York State Nurses Association Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees-New York State Nurses Association Pension Plan's sponsor-wide assets grew 17.0%, from $5.0B to $5.9B.
Where does New York State Nurses Association Pension Plan rank by assets among Form 5500 filers? ▼
New York State Nurses Association Pension Plan ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to New York State Nurses Association Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ufcw Consolidated Pension Fund in GA ($5.5B, 191,597 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to New York State Nurses Association Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lockheed Martin Corporation Salaried Employee Retirement Program in MD (19,673 participants, $18.4B 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 136604799.

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.