Defined Benefit (Pension) · DOL Form 5500 · 2023

AARP Pension Plan

Data updated 2026-08-25

$1.5B
Total assets Very large vs avg
1,957
Participants Near avg headcount
99th
Percentile by assets National rank
$771,167
Avg per participant High balance/head
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Official DOL plan name: Aarp Employees' Pension Plan · Sponsored by AARP · District of Columbia · Other Services

$1.5B in assets, 1,957 participants

AARP's Aarp Employees' Pension Plan reported $1.5B in total assets and 1,957 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #7,845 in Other Services (7,857 peers)

Where Aarp Employees' Pension Plan sits by assets

Aarp Employees' Pension Plan sits among the largest 1% of all filed plans, $1.5B for 1,957 participants (~$771,167/participant), up 15.0% in 2023.

#7,845
in Other Services (7,857 peers)
+15.0%
assets growth YoY
15×
vs typical plan assets (national mean)

Aarp Employees' Pension Plan's outsized position by total assets

Aarp Employees' Pension Plan vs every filed plan by assets

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

$1,509,174,733 Top 1% higher than 99% 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

Aarp Employees' Pension 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. Aarp Employees' Pension Plan lands in the large band (1,957 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aarp Employees' Pension Plan reported net income rose from -$144M in the plan year 2022 filing to $169M in the plan year 2023 filing.
  • Aarp Employees' Pension Plan end-of-year assets rose from $1.3B in the plan year 2022 filing to $1.5B in the plan year 2023 filing.
  • Aarp Employees' Pension Plan reported participants fell from 2,028 in the plan year 2022 filing to 1,957 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 951985500 · AARP PY 2023 · Defined Benefit (Pension)

Aarp Employees' Pension Plan · $1.5B · 1,957 · 99th

  • PART $1.5B
  • TYPE 1,957
  • NET 99th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Cleveland-Cliffs Steel Corporation Noncontributory Pension Plan
  • BOY ind #7845

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 District of Columbia →

Aarp Employees' Pension Plan in the asset neighbourhood

Southern California IBEW-NECA Pension PlanSouthern California IBEW-NEC…$1.5BSheet Metal Workers Pension Plan of Northern CaliforniaSheet Metal Workers Pension …$1.5BAarp Employees' Pension Plan$1.5BCleveland-Cliffs Steel Corporation Noncontributory Pension PlanCleveland-Cliffs Steel Corpo…$1.5BNECA-IBEW Pension Trust Fund$1.5B
End-of-year total assets ($B) among Aarp Employees' Pension 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)$1.3B
Net Assets (End of Year)$1.5B
Net Income$169M
Employer EIN951985500
Plan Effective Date1964-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (AARP)

Sponsor-wide plan assets over time

All AARP plans reported in each filing year

Latest sponsor-wide plan assets
$2.6B 28.59885860736297% vs 2022
2024 filing year
$1.8B$2B$2.2B$2.4B$2.6B$2.8B 202220232024 $2.05B $2.63B ▲ +28.3%
Year Plans Participants Total Assets
2022 2 4,390 $2.0B
2023 2 4,330 $2.4B
2024 2 4,534 $2.6B

Nearby Defined Benefit (Pension) Plans in District of Columbia

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

Aarp Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 0102030 Total assets ($B) Participants Aarp Employees' Pension Plan, Total assets ($B): 1.509174733 · Participants: 1957Aarp Employees' Pension PlanCentral Pension Fund of the Iuoe & Participating Employers, Total assets ($B): 24.899227069 · Participants: 100627Central Pension Fund of the Iuoe & Participating EmployersIam National Pension Fund, Total assets ($B): 14.299885772 · Participants: 92151Iam National Pension FundUnited Mine Workers of America 1974 Pension Plan, Total assets ($B): 3.510841748 · Participants: 52United Mine Workers of America 1974 Pension PlanDanaher Corporation & Subsidiaries Pension Plan, Total assets ($B): 1.889401706 · Participants: 3354Danaher Corporation & Subsidiaries Pension PlanLiuna Staff and Affiliates Pension Fund, Total assets ($B): 1.815316886 · Participants: 3533Liuna Staff and Affiliates Pension Fund
Aarp Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in District of Columbia, assets vs. participants
Compare Aarp Employees' Pension Plan side-by-side with 3 peers →

Aarp Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside District of Columbia, the nearest Defined Benefit (Pension) by assets is Cleveland-Cliffs Steel Corporation Noncontributory Pension Plan in OH ($1.5B); by covered participants it is Banco Popular De Puerto Rico Retirement Plan in PR (1,952 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,957 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 Aarp Employees' Pension Plan assets move in 2023? ▼
Aarp Employees' Pension Plan grew sharply - up 15.0% during 2023, from $1.3B to $1.5B. Reported net income was $169M.
How have AARP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), AARP's sponsor-wide assets grew 28.6%, from $2.0B to $2.6B.
Where does Aarp Employees' Pension Plan rank by assets among Form 5500 filers? ▼
Aarp Employees' Pension Plan ranks in the 99th 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 Aarp Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cleveland-Cliffs Steel Corporation Noncontributory Pension Plan in OH ($1.5B, 1,800 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Aarp Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Banco Popular De Puerto Rico Retirement Plan in PR (1,952 participants, $632M 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 951985500.

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.