Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees of the 1199seiu Home Care Employees Pension Fund Pension Plan
Data updated 2026-08-11
- $554M
- Total assets
- 34,420
- Participants
- 98th
- Percentile by assets
- $16,095
- Avg per participant
Official DOL plan name: 1199seiu Home Care Employees Pension Fund · Sponsored by Board of Trustees of the 1199seiu Home Care Employees Pension Fund · New York · Healthcare & Social Assistance
$554M in assets, 34,420 participants
Board of Trustees of the 1199seiu Home Care Employees Pension Fund's 1199seiu Home Care Employees Pension Fund reported $554M in total assets and 34,420 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.
- 98th percentile by assets (of 127,072 plans)
- #17,290 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
1199seiu Home Care Employees Pension Fund covers 34,420 participants in New York, 43x the typical New York plan (state average ~798 per filing). Assets: $554M.
- $554M
- total plan assets (2023 EOY)
- 34,420
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $16,095
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 1199seiu Home Care Employees Pension Fund reported net income rose from -$73M in the plan year 2022 filing to $43M in the plan year 2023 filing.
- 1199seiu Home Care Employees Pension Fund end-of-year assets rose from $498M in the plan year 2022 filing to $554M in the plan year 2023 filing.
- 1199seiu Home Care Employees Pension Fund reported participants fell from 38,318 in the plan year 2022 filing to 34,420 in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. 1199seiu Home Care Employees Pension Fund reports 34,420 participants - 43x that state average ($554M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $498M |
|---|---|
| Net Assets (End of Year) | $524M |
| Net Income | $43M |
| Employer EIN | 133943904 |
| Plan Effective Date | 1997-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the 1199seiu Home Care Employees Pension Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 38,318 | $498M |
| 2023 | 1 | 34,420 | $554M |
| 2024 | 1 | 32,875 | $569M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
1199seiu Home Care Employees Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
Scale composition for 1199seiu Home Care Employees Pension Fund
1199seiu Home Care Employees Pension Fund reports $554M in end-of-year assets across 34,420 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.037% of 93,925,755 covered participants) - about $16,095 per participant (12% of the national average assets-per-participant) . Net income for plan year 2023 was $43M.
This plan identity (EIN 133943904, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $498M to $569M (+14.3%) while covered participants moved from 38,318 to 32,875 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 38,318 | $498M | Open filing |
| 2023 | 34,420 | $554M | This page |
| 2024 · index core | 32,875 | $569M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- 1199seiu Home Care Employees Pension Fund (Defined Benefit (Pension), $569M, 32,875 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to 1199seiu Home Care Employees Pension Fund by total assets, not by location.
- Plumbers & Pipefitters Local Unions 502 & 633 Pens (MI) $555M · 1,287
- International Brotherhood of Electrical Workers Local Union 98 Pension Plan (PA) $555M · 2,487
- Iron Workers' Local No. 25 Pension Fund (MI) $555M · 1,794
- West Virginia Laborers Pension Trust Fund (WV) $556M · 1,965
Frequently Asked Questions
How did 1199seiu Home Care Employees Pension Fund assets move in 2023? ▼
How have Board of Trustees of the 1199seiu Home Care Employees Pension Fund plan assets changed over time? ▼
Where does 1199seiu Home Care Employees Pension Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to 1199seiu Home Care Employees Pension Fund? ▼
Next read for 1199seiu Home Care Employees Pension Fun…
Filing takeaways
Ways to act on 1199seiu Home Care Employees Pension Fund's numbers.
- By total assets, 1199seiu Home Care Employees Pension Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Board of Trustees of the 1199seiu Home Care Employees Pension Fund's sponsor-wide assets have grown 14.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans