Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees Consolidated Retirement Fund Pension Plan

Data updated 2026-08-11

$477M
Total assets
1,034
Participants
97th
Percentile by assets
$461,410
Avg per participant
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Official DOL plan name: Consolidated Retirement Plan · Sponsored by Board of Trustees Consolidated Retirement Fund · New York · Other Services

$477M in assets, 1,034 participants

Board of Trustees Consolidated Retirement Fund's Consolidated Retirement Plan reported $477M in total assets and 1,034 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 127,072 plans)
  • #7,809 in Other Services (7,857 peers)

Where Consolidated Retirement Plan sits by assets

Consolidated Retirement Plan sits in the top 5% of all filed plans by assets, $477M for 1,034 participants (~$461,410/participant), up 7.2% in 2023.

$477M
total plan assets (2023 EOY)
1,034
covered participants
97th
percentile by assets (of 127,072 plans)
$461,410
avg assets per participant

Where Consolidated Retirement Plan sits by total assets

Consolidated Retirement Plan vs every filed plan by assets

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

$477,097,657 Top 3% higher than 97% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Consolidated Retirement Plan reported net income rose from -$92M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Consolidated Retirement Plan end-of-year assets rose from $445M in the plan year 2022 filing to $477M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Other Services

Consolidated Retirement Plan vs the 2023 asset distribution

By assets, Consolidated Retirement Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 4.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$445M
Net Assets (End of Year)$476M
Net Income$32M
Employer EIN133177000
Plan Effective Date1946-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Consolidated Retirement Fund)

$440M$460M$480M$500M 202220232024 $445M $492M ▲ +10.6%
Total plan assets by year, all Board of Trustees Consolidated Retirement Fund plans on file
Year Plans Participants Total Assets
2022 1 1,037 $445M
2023 1 1,034 $477M
2024 1 1,046 $492M

Nearby Defined Benefit (Pension) Plans in New York

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

Consolidated Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Consolidated Retirem…, Total assets ($B): 0.477097657 · Participants: 1034Consolidated Retirem…IBM Personal Pension…, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension…Consolidated Edison …, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison …1199seiu Health Care…, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care…Pfizer Consolidated …, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated …Pepsico Employees Re…, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Re…
Consolidated Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Consolidated Retirement Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Consolidated Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Consolidated Retirement Plan assets move in 2023? ▼
Consolidated Retirement Plan grew at a solid clip - up 7.2% during 2023, from $445M to $477M. Reported net income was $32M.
How have Board of Trustees Consolidated Retirement Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Consolidated Retirement Fund's sponsor-wide assets grew 10.6%, from $445M to $492M.
Where does Consolidated Retirement Plan rank by assets among Form 5500 filers? ▼
Consolidated Retirement Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Consolidated Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bunge U.S. Pension Plan in MO ($477M, 1,151 participants).

Next read for Consolidated Retirement Plan

Scale reading

Ways to act on Consolidated Retirement Plan's numbers.

  • By total assets, Consolidated Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
  • Board of Trustees Consolidated Retirement Fund's sponsor-wide assets have grown 10.6% since 2022 across 3 plan years on file. More Other Services plans

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 133177000.

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.