Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of the 1199seiu Home Care Employees Pension Fund Pension Plan

Data updated 2026-08-25

$554M
Total assets Above avg plan size
34,420
Participants Very large workforce
98th
Percentile by assets National rank
$16,095
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#17,290
in Healthcare & Social Assistance (17,684 peers)
+11.2%
assets growth YoY
5.6×
vs typical plan assets (national mean)

1199seiu Home Care Employees Pension Fund's outsized position by total assets

1199seiu Home Care Employees Pension Fund vs every filed plan by assets

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

$553,977,486 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

1199seiu Home Care Employees Pension Fund's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 1199seiu Home Care Employees Pension Fund is a mega filing (34,420 participants), the rightmost band on the breakdown.

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 133943904 · Board of Trustees of the 1199seiu Home Care Employees Pension Fund PY 2023 · Defined Benefit (Pension)

1199seiu Home Care Employees Pension Fund · $554M · 34,420 · 98th

  • EOY $554M
  • 5500 34,420
  • ASSETS 98th
  • PCT Defined Benefit (Pension)
  • EIN near Plumbers & Pipefitters Local Unions 502 & 633 Pens
  • RANK ind #17290

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 →

1199seiu Home Care Employees Pension Fund in the asset neighbourhood

West Virginia Laborers Pension Trust FundWest Virginia Laborers Pensi…$556MIron Workers' Local No. 25 Pension FundIron Workers' Local No. 25 P…$555MInternational Brotherhood of Electrical Workers Local Union 98 Pension PlanInternational Brotherhood of…$555MPlumbers & Pipefitters Local Unions 502 & 633 PensPlumbers & Pipefitters Local…$555M1199seiu Home Care Employees Pension Fund1199seiu Home Care Employees…$554M
End-of-year total assets ($M) among 1199seiu Home Care Employees Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$498M
Net Assets (End of Year)$524M
Net Income$43M
Employer EIN133943904
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the 1199seiu Home Care Employees Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees of the 1199seiu Home Care Employees Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$569M 14.285579530077447% vs 2022
2024 filing year
$450M$500M$550M$600M 202220232024 $498M $569M ▲ +14.3%
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 Scatter plot of 6 data points. 050000100000150000 -100102030 Total assets ($B) Participants 1199seiu Home Care Employees Pension Fund, Total assets ($B): 0.553977486 · Participants: 344201199seiu Home Care 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
1199seiu Home Care Employees Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare 1199seiu Home Care Employees Pension Fund side-by-side with 3 peers →

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

Outside New York, the nearest Defined Benefit (Pension) by assets is Plumbers & Pipefitters Local Unions 502 & 633 Pens in MI ($555M); by covered participants it is Sutter Health Retirement Plan in CA (34,955 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34,420 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 1199seiu Home Care Employees Pension Fund assets move in 2023? ▼
1199seiu Home Care Employees Pension Fund grew at a solid clip - up 11.2% during 2023, from $498M to $554M. Reported net income was $43M.
How have Board of Trustees of the 1199seiu Home Care Employees Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the 1199seiu Home Care Employees Pension Fund's sponsor-wide assets grew 14.3%, from $498M to $569M.
Where does 1199seiu Home Care Employees Pension Fund rank by assets among Form 5500 filers? ▼
1199seiu Home Care Employees Pension Fund 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 1199seiu Home Care Employees Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Plumbers & Pipefitters Local Unions 502 & 633 Pens in MI ($555M, 1,287 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to 1199seiu Home Care Employees Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sutter Health Retirement Plan in CA (34,955 participants, $5.9B 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 133943904.

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.