Defined Benefit (Pension) · DOL Form 5500 · 2023
Disabled American Veterans Pension Plan
Data updated 2026-08-25
- $70M
- Total assets Below avg plan size
- 432
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $161,933
- Avg per participant Above avg balance/head
Official DOL plan name: Disabled American Veterans Retirement / Pension Equity Plan · Sponsored by Disabled American Veterans · Kentucky · Other Services
$70M in assets, 432 participants
Disabled American Veterans's Disabled American Veterans Retirement / Pension Equity Plan reported $70M in total assets and 432 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #7,493 in Other Services (7,857 peers)
Where Disabled American Veterans Retirement / Pension Equity Plan sits by assets
Disabled American Veterans Retirement / Pension Equity Plan sits in the top quartile of all filed plans by assets, $70M for 432 participants (~$161,933/participant), up 12.2% in 2023.
- #7,493
- in Other Services (7,857 peers)
- +12.2%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Disabled American Veterans Retirement / Pension Equity Plan's outsized position by total assets
Disabled American Veterans Retirement / Pension Equity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$69,954,918 Top 11% higher than 89% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Disabled American Veterans Retirement / Pension Equity Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Disabled American Veterans Retirement / Pension Equity Plan sits mid-pack in the medium band (432 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Disabled American Veterans Retirement / Pension Equity Plan reported net income rose from -$14M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Disabled American Veterans Retirement / Pension Equity Plan end-of-year assets rose from $62M in the plan year 2022 filing to $70M in the plan year 2023 filing.
- Disabled American Veterans Retirement / Pension Equity Plan reported participants fell from 450 in the plan year 2022 filing to 432 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 310263158 · Disabled American Veterans PY 2023 · Defined Benefit (Pension)
Disabled American Veterans Retirement / Pension Equity Plan · $70M · 432 · 89th
- NET $70M
- NET 432
- NET 89th
- NET Defined Benefit (Pension)
- NET near Retirement Plan for Employees of Sargent Manufacturing Company and Amstar Electronics Group
- NET ind #7493
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 Kentucky →
Disabled American Veterans Retirement / Pension Equity Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $62M |
|---|---|
| Net Assets (End of Year) | $70M |
| Net Income | $8M |
| Employer EIN | 310263158 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Disabled American Veterans)
Sponsor-wide plan assets over time
All Disabled American Veterans plans reported in each filing year
- Latest sponsor-wide plan assets
- $149M 17.149993375180014% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 983 | $127M |
| 2023 | 2 | 970 | $144M |
| 2024 | 2 | 989 | $149M |
Nearby Defined Benefit (Pension) Plans in Kentucky
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Lg&e and Ku Pension Plan $1.1B · 833
- Ashland Hercules Pension Plan $984M · 70
- Yum Brands Retirement Plan $734M · 3,834
- Brown-Forman Corporation Salaried Employees Retirement Plan $499M · 1,160
- Ashland Hercules Pension Plan II $469M · 57
Disabled American Veterans Retirement / Pension Equity Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Sargent Manufacturing Company and Amstar Electronics Group in CT ($70M); by covered participants it is Consumers Credit Union Defined Benefit Plan and Trust in IL (432 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($70M here).
Similar participant headcount
Nearest other-state filings by covered participants (432 participants); asset peers above are excluded.
- Consumers Credit Union Defined Benefit Plan and Trust (IL) 432 · 0 off
- Silgan Non-Union Pension Plan (CA) 432 · 0 off
- Laborers Local 785 Pension Plan (NY) 432 · 0 off
- Bcom3 Cash Balance Plan (IL) 432 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.