Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees Consolidated Retirement Fund Pension Plan

Data updated 2026-08-25

$477M
Total assets Above avg plan size
1,034
Participants Near avg headcount
97th
Percentile by assets National rank
$461,410
Avg per participant High balance/head
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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.

  • #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.

#7,809
in Other Services (7,857 peers)
+7.2%
assets growth YoY
4.8×
vs typical plan assets (national mean)

Consolidated Retirement Plan's outsized position 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 $2,050,000,000 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

Consolidated Retirement 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. Consolidated Retirement Plan lands in the large band (1,034 participants).

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 →

DOL schedule card

Filing strip 133177000 · Board of Trustees Consolidated Retirement Fund PY 2023 · Defined Benefit (Pension)

Consolidated Retirement Plan · $477M · 1,034 · 97th

  • IND $477M
  • EOY 1,034
  • 5500 97th
  • ASSETS Defined Benefit (Pension)
  • PCT near Bunge U.S. Pension Plan
  • EIN ind #7809

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 →

Consolidated Retirement Plan in the asset neighbourhood

The Nassau Companies of New York Employee Pension PlanThe Nassau Companies of New …$477MBunge U.S. Pension Plan$477MConsolidated Retirement Plan$477MSt. Lukes Health Network Pension PlanSt. Lukes Health Network Pen…$476MIronworkers National Pension PlanIronworkers National Pension…$476M
End-of-year total assets ($M) among Consolidated Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Board of Trustees Consolidated Retirement Fund plans reported in each filing year

Latest sponsor-wide plan assets
$492M 10.55751698622647% vs 2022
2024 filing year
$440M$460M$480M$500M 202220232024 $445M $492M ▲ +10.6%
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 ($B) Participants Consolidated Retirement Plan, Total assets ($B): 0.477097657 · Participants: 1034Consolidated 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
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 →

Consolidated 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 Bunge U.S. Pension Plan in MO ($477M); by covered participants it is Iron Workers Pension Plan of Western Pennsylvania in PA (1,034 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($477M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,034 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Consolidated Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Iron Workers Pension Plan of Western Pennsylvania in PA (1,034 participants, $281M 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 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.