Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees Club Employees Pension Fund Pension Plan

Data updated 2026-08-25

$87M
Total assets Below avg plan size
1,096
Participants Near avg headcount
90th
Percentile by assets National rank
$79,815
Avg per participant Below avg balance/head
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Official DOL plan name: Club Employees Pension Fund · Sponsored by Board of Trustees Club Employees Pension Fund · New York · Arts, Entertainment & Recreation

$87M in assets, 1,096 participants

Board of Trustees Club Employees Pension Fund's Club Employees Pension Fund reported $87M in total assets and 1,096 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #2,804 in Arts, Entertainment & Recreation (2,945 peers)

Where Club Employees Pension Fund sits by assets

Club Employees Pension Fund sits in the top 10% of all filed plans by assets, $87M for 1,096 participants (~$79,815/participant), up 10.2% in 2023.

#2,804
in Arts, Entertainment & Recreation (2,945 peers)
+10.2%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Club Employees Pension Fund's outsized position by total assets

Club Employees Pension Fund vs every filed plan by assets

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

$87,477,302 Top 10% higher than 90% 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

Club Employees Pension Fund'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. Club Employees Pension Fund lands in the large band (1,096 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Club Employees Pension Fund reported net income rose from -$16M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Club Employees Pension Fund reported participants rose from 644 in the plan year 2022 filing to 1,096 in the plan year 2023 filing.
  • Club Employees Pension Fund end-of-year assets rose from $79M in the plan year 2022 filing to $87M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 136188273 · Board of Trustees Club Employees Pension Fund PY 2023 · Defined Benefit (Pension)

Club Employees Pension Fund · $87M · 1,096 · 90th

  • PCT $87M
  • PCT 1,096
  • PCT 90th
  • PCT Defined Benefit (Pension)
  • PCT near Davis Wright Tremaine LLP Cash Balance Pension Plan
  • PCT ind #2804

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 Arts, Entertainment & Recreation retirement plans → · Plans in New York →

Club Employees Pension Fund in the asset neighbourhood

Swift-Eckrich, Inc. Hourly Retirement Plan ProgramSwift-Eckrich, Inc. Hourly R…$88MBaptist Health Care, Inc. Pension PlanBaptist Health Care, Inc. Pe…$88MDavis Wright Tremaine LLP Cash Balance Pension PlanDavis Wright Tremaine LLP Ca…$88MClub Employees Pension Fund$87MUnify Financial Credit Union Pension PlanUnify Financial Credit Union…$87M
End-of-year total assets ($M) among Club Employees Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$87M
Net Income$8M
Employer EIN136188273
Plan Effective Date1955-10-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Club Employees Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees Club Employees Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$50M$100M 202220232024 $79.4M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 644 $79M
2023 1 1,096 $87M
2024 1 1,153 N/A

Nearby Defined Benefit (Pension) Plans in New York

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

Club Employees Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Club Employees Pension Fund, Total assets ($B): 0.087477302 · Participants: 1096Club Employees Pension FundIBM 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
Club Employees Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Club Employees Pension Fund side-by-side with 3 peers →

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

Outside New York, the nearest Defined Benefit (Pension) by assets is Davis Wright Tremaine LLP Cash Balance Pension Plan in WA ($88M); by covered participants it is General Dynamics Retirement Plan (Land Systems) in VA (1,096 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,096 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 Club Employees Pension Fund assets move in 2023? ▼
Club Employees Pension Fund grew at a solid clip - up 10.2% during 2023, from $79M to $87M. Reported net income was $8M.
Where does Club Employees Pension Fund rank by assets among Form 5500 filers? ▼
Club Employees Pension Fund ranks in the 90th 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 Club Employees Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Davis Wright Tremaine LLP Cash Balance Pension Plan in WA ($88M, 148 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Club Employees Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is General Dynamics Retirement Plan (Land Systems) in VA (1,096 participants, $615M 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 136188273.

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.