Defined Benefit (Pension) · DOL Form 5500 · 2023

American Civil Liberties Union Pension Plan

Data updated 2026-08-25

$167M
Total assets Near avg plan size
204
Participants Below avg headcount
94th
Percentile by assets National rank
$817,810
Avg per participant High balance/head
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Official DOL plan name: American Civil Liberties Union Retirement Plan · Sponsored by American Civil Liberties Union · New York · Professional & Technical Services

$167M in assets, 204 participants

American Civil Liberties Union's American Civil Liberties Union Retirement Plan reported $167M in total assets and 204 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,345 in Professional & Technical Services (20,321 peers)

Coverage in New York

American Civil Liberties Union Retirement Plan covers 204 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $167M.

#19,345
in Professional & Technical Services (20,321 peers)
+7.7%
assets growth YoY
1.7×
vs typical plan assets (national mean)

American Civil Liberties Union Retirement Plan's outsized position by total assets

American Civil Liberties Union Retirement Plan vs every filed plan by assets

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

$166,833,284 Top 6% higher than 94% 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

American Civil Liberties Union Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Civil Liberties Union Retirement Plan sits mid-pack in the medium band (204 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Civil Liberties Union Retirement Plan reported net income rose from -$45M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • American Civil Liberties Union Retirement Plan reported participants fell from 230 in the plan year 2022 filing to 204 in the plan year 2023 filing.
  • American Civil Liberties Union Retirement Plan end-of-year assets rose from $155M in the plan year 2022 filing to $167M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 133871360 · American Civil Liberties Union PY 2023 · Defined Benefit (Pension)

American Civil Liberties Union Retirement Plan · $167M · 204 · 94th

  • BOY $167M
  • SCH 204
  • EBSA 94th
  • PART Defined Benefit (Pension)
  • TYPE near Iron Workers District Council of Tn Valley & Vicinity Pension Plan
  • NET ind #19345

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 Professional & Technical Services retirement plans → · Plans in New York →

American Civil Liberties Union Retirement Plan in the asset neighbourhood

Alstom Inc. Cash Balance Pension PlanAlstom Inc. Cash Balance Pen…$167MBlue Cross and Blue Shield of Kansas City Pension PlanBlue Cross and Blue Shield o…$167MEdgewell Personal Care Company Defined Benefit PlanEdgewell Personal Care Compa…$167MIron Workers District Council of Tn Valley & Vicinity Pension PlanIron Workers District Counci…$167MAmerican Civil Liberties Union Retirement PlanAmerican Civil Liberties Uni…$167M
End-of-year total assets ($M) among American Civil Liberties Union Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$155M
Net Assets (End of Year)$162M
Net Income$7M
Employer EIN133871360
Plan Effective Date1965-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Civil Liberties Union)

Sponsor-wide plan assets over time

All American Civil Liberties Union plans reported in each filing year

Latest sponsor-wide plan assets
$408M 57.08351362596134% vs 2022
2024 filing year
$200M$250M$300M$350M$400M$450M 202220232024 $260M $408M ▲ +57.1%
Year Plans Participants Total Assets
2022 3 1,946 $260M
2023 2 2,029 $364M
2024 2 2,102 $408M

Nearby Defined Benefit (Pension) Plans in New York

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

American Civil Liberties Union Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants American Civil Liberties Union Retirement Plan, Total assets ($B): 0.166833284 · Participants: 204American Civil Liberties Union Retirement 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
American Civil Liberties Union Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare American Civil Liberties Union Retirement Plan side-by-side with 3 peers →

American Civil Liberties Union Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Iron Workers District Council of Tn Valley & Vicinity Pension Plan in TN ($167M); by covered participants it is Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund in MI (204 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (204 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 American Civil Liberties Union Retirement Plan assets move in 2023? ▼
American Civil Liberties Union Retirement Plan grew at a solid clip - up 7.7% during 2023, from $155M to $167M. Reported net income was $7M.
How have American Civil Liberties Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Civil Liberties Union's sponsor-wide assets grew 57.1%, from $260M to $408M.
Where does American Civil Liberties Union Retirement Plan rank by assets among Form 5500 filers? ▼
American Civil Liberties Union Retirement Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to American Civil Liberties Union Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Iron Workers District Council of Tn Valley & Vicinity Pension Plan in TN ($167M, 1,530 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to American Civil Liberties Union Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund in MI (204 participants, $49M 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 133871360.

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.