Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of Nurses and Local 813 Ibt Retirement Plan Pension Plan

Data updated 2026-08-25

$619M
Total assets Above avg plan size
2,649
Participants Above avg headcount
98th
Percentile by assets National rank
$233,736
Avg per participant Above avg balance/head
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Official DOL plan name: Nurses and Local 813 Ibt Retirement Plan · Sponsored by Board of Trustees of Nurses and Local 813 Ibt Retirement Plan · New York · Healthcare & Social Assistance

$619M in assets, 2,649 participants

Board of Trustees of Nurses and Local 813 Ibt Retirement Plan's Nurses and Local 813 Ibt Retirement Plan reported $619M in total assets and 2,649 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #17,325 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Nurses and Local 813 Ibt Retirement Plan covers 2,649 participants in New York, 3.3x the typical New York plan (state average ~798 per filing). Assets: $619M.

#17,325
in Healthcare & Social Assistance (17,684 peers)
+5.1%
assets growth YoY
6.2×
vs typical plan assets (national mean)

Nurses and Local 813 Ibt Retirement Plan's outsized position by total assets

Nurses and Local 813 Ibt Retirement Plan vs every filed plan by assets

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

$619,167,225 Top 2% higher than 98% 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

Nurses and Local 813 Ibt 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. Nurses and Local 813 Ibt Retirement Plan lands in the large band (2,649 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nurses and Local 813 Ibt Retirement Plan reported net income rose from -$161M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Nurses and Local 813 Ibt Retirement Plan end-of-year assets rose from $589M in the plan year 2022 filing to $619M in the plan year 2023 filing.
  • Nurses and Local 813 Ibt Retirement Plan reported participants fell from 2,737 in the plan year 2022 filing to 2,649 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 133628926 · Board of Trustees of Nurses and Local 813 Ibt Retirement Plan PY 2023 · Defined Benefit (Pension)

Nurses and Local 813 Ibt Retirement Plan · $619M · 2,649 · 98th

  • EIN $619M
  • RANK 2,649
  • PHOTO 98th
  • IND Defined Benefit (Pension)
  • EOY near Permanente Physicians Retirement Plan for Cpmg
  • 5500 ind #17325

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Nurses and Local 813 Ibt Retirement Plan in the asset neighbourhood

Nurses and Local 813 Ibt Retirement PlanNurses and Local 813 Ibt Ret…$619MPermanente Physicians Retirement Plan for CpmgPermanente Physicians Retire…$619MSandvik Pension Plan$618MRetirement Plan for the Hourly Employees of MsdRetirement Plan for the Hour…$617MShelter Insurance Employees Retirement PlanShelter Insurance Employees …$616M
End-of-year total assets ($M) among Nurses and Local 813 Ibt 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)$589M
Net Assets (End of Year)$618M
Net Income$31M
Employer EIN133628926
Plan Effective Date1962-09-18
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Nurses and Local 813 Ibt Retirement Plan)

Sponsor-wide plan assets over time

All Board of Trustees of Nurses and Local 813 Ibt Retirement Plan plans reported in each filing year

Latest sponsor-wide plan assets
$613M 4.0314314872503605% vs 2022
2024 filing year
$580M$590M$600M$610M$620M$630M 202220232024 $589M $613M ▲ +4.0%
Year Plans Participants Total Assets
2022 1 2,737 $589M
2023 1 2,649 $619M
2024 1 2,716 $613M

Nearby Defined Benefit (Pension) Plans in New York

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

Nurses and Local 813 Ibt Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Nurses and Local 813 Ibt Retirement Plan, Total assets ($B): 0.619167225 · Participants: 2649Nurses and Local 813 Ibt 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
Nurses and Local 813 Ibt Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Nurses and Local 813 Ibt Retirement Plan side-by-side with 3 peers →

Nurses and Local 813 Ibt 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 Permanente Physicians Retirement Plan for Cpmg in CA ($619M); by covered participants it is Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates in TX (2,641 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($619M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,649 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 Nurses and Local 813 Ibt Retirement Plan assets move in 2023? ▼
Nurses and Local 813 Ibt Retirement Plan grew at a solid clip - up 5.1% during 2023, from $589M to $619M. Reported net income was $31M.
How have Board of Trustees of Nurses and Local 813 Ibt Retirement Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Nurses and Local 813 Ibt Retirement Plan's sponsor-wide assets grew 4.0%, from $589M to $613M.
Where does Nurses and Local 813 Ibt Retirement Plan rank by assets among Form 5500 filers? ▼
Nurses and Local 813 Ibt Retirement Plan ranks in the 98th 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 Nurses and Local 813 Ibt Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Permanente Physicians Retirement Plan for Cpmg in CA ($619M, 861 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Nurses and Local 813 Ibt Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates in TX (2,641 participants, $435M 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 133628926.

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.