Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees - the Retirement Plan of the Amalgamated Ins. Fund Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
N/A
Participants Small participant base
41st
Percentile by assets National rank
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Official DOL plan name: The Retirement Plan of the Amalgamated Insurance Fund · Sponsored by Board of Trustees - the Retirement Plan of the Amalgamated Ins. Fund · New York · Finance & Insurance

$4M in assets, N/A participants

Board of Trustees - the Retirement Plan of the Amalgamated Ins. Fund's The Retirement Plan of the Amalgamated Insurance Fund reported $4M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,551 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

The Retirement Plan of the Amalgamated Insurance Fund holds $4M for N/A participants, in the lower half of filed plans by assets.

#2,551
in Finance & Insurance (8,869 peers)
-6.1%
assets change YoY

The plan reported a net loss of $71M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Retirement Plan of the Amalgamated Insurance Fund's mid-pack asset rank among Finance & Insurance and all filers

The Retirement Plan of the Amalgamated Insurance Fund vs every filed plan by assets

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

$4,132,697 41st percentile higher than 41% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Retirement Plan of the Amalgamated Insurance Fund reported net income fell from -$49M in the plan year 2022 filing to -$71M in the plan year 2023 filing.
  • The Retirement Plan of the Amalgamated Insurance Fund end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 134920446 · Board of Trustees - the Retirement Plan of the Amalgamated Ins. Fund PY 2023 · Defined Benefit (Pension)

The Retirement Plan of the Amalgamated Insurance Fund · $4M · N/A · 41st

  • 5500 $4M
  • 5500 N/A
  • 5500 41st
  • 5500 Defined Benefit (Pension)
  • 5500 near Psc Metals, Inc. Pension Plan for Canton Collective Bargaining
  • 5500 ind #2551

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 Finance & Insurance retirement plans → · Plans in New York →

The Retirement Plan of the Amalgamated Insurance Fund in the asset neighbourhood

Innovative Machining Inc Cash Balance PlanInnovative Machining Inc Cas…$4MThe Retirement Plan of the Amalgamated Insurance FundThe Retirement Plan of the A…$4MPsc Metals, Inc. Pension Plan for Canton Collective BargainingPsc Metals, Inc. Pension Pla…$4MHigh Performance Solutions LLC Pension PlanHigh Performance Solutions L…$4MUnited Producers, Inc. Amended Employees' Pension PlanUnited Producers, Inc. Amend…$4M
End-of-year total assets ($M) among The Retirement Plan of the Amalgamated Insurance Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$771M
Net Income-$71M
Employer EIN134920446
Plan Effective Date1945-12-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees - the Retirement Plan of the Amalgamated Ins. Fund)

Sponsor-wide plan assets over time

All Board of Trustees - the Retirement Plan of the Amalgamated Ins. Fund plans reported in each filing year

Latest sponsor-wide plan assets
$4M 8.102727684425629% vs 2022
2024 filing year
$4M$4.2M$4.4M$4.6M 202220232024 $4.4M $4.04M ▼ -8.2%
Year Plans Participants Total Assets
2022 1 N/A $4M
2023 1 N/A $4M
2024 1 N/A $4M

Nearby Defined Benefit (Pension) Plans in New York

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

The Retirement Plan of the Amalgamated Insurance Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants The Retirement Plan of the Amalgamated Insurance Fund, Total assets ($B): 0.004132697 · Participants: 0The Retirement Plan of the Amalgamated Insurance 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
The Retirement Plan of the Amalgamated Insurance Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare The Retirement Plan of the Amalgamated Insurance Fund side-by-side with 3 peers →

The Retirement Plan of the Amalgamated Insurance Fund's closest out-of-state Defined Benefit (Pension) peers by assets

Outside New York, the nearest Defined Benefit (Pension) by end-of-year assets is Psc Metals, Inc. Pension Plan for Canton Collective Bargaining in CA at $4M (this filing: $4M).

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 The Retirement Plan of the Amalgamated Insurance Fund assets move in 2023? ▼
The Retirement Plan of the Amalgamated Insurance Fund pulled back noticeably - down 6.1% during 2023, from $4M to $4M. Reported net income was -$71M.
How have Board of Trustees - the Retirement Plan of the Amalgamated Ins. Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees - the Retirement Plan of the Amalgamated Ins. Fund's sponsor-wide assets declined 8.1%, from $4M to $4M.
Which Defined Benefit (Pension) plans are similar in size to The Retirement Plan of the Amalgamated Insurance Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Psc Metals, Inc. Pension Plan for Canton Collective Bargaining in CA ($4M, 7 participants).

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 134920446.

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.